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MetLife Analyst - Client Service Operations in Philadelphia, Pennsylvania

Role Value Proposition:

Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world, with nearly $600.8 billion in combined managed assets, and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 dedicated professionals with extensive experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including real estate. Visit us at [1] www.metlife.com/investments to learn more.

The successful Analyst is a member of the Public Fixed Income Client Service Operations team within MetLife Investment Management (MIM), MetLife Inc.’s institutional investment management business. MIM provides investment services to predominantly institutional clients across several asset classes. The highly motivated professional is responsible for producing and delivering timely and accurate reporting to MIM’s existing client base as well as key internal stakeholders and is also responsible for completing monthly and quarterly client reviews. The professional will lead client onboarding, offboarding, and existing client change management processes and should feel comfortable communicating with internal, existing, and emerging clients.

Key Responsibilities:

  • Produce and deliver timely and accurate client reports to MIM’s existing client base

  • Effectively answer ad-hoc and/or follow-up questions from existing and emerging clients

  • Execute flawless Client onboarding, offboarding, and change management process for SMAs and Fund Investors

  • Client Advocate relating to functional utilities in Client accounts (Performance, overdrafts, aged cash, etc). This includes oversight of vendor relationships such as our back office and fund administrators

  • Participate in Operational Due Diligence, Questionnaires, and Client led Audits, along with other requests

  • Participate on projects to achieve efficiencies and improve existing processes

Essential Business Experience and Technical Skills:

Required:

  • 0-2 years relevant experience in Financial Services or Investment Management industry specific to Fixed Income

  • Onboarding experience for Separately Managed Accounts and Fund Investors

  • Excellent written and verbal communication skills and attention to detail

  • Exceptional multi-tasking and time management skills

  • Capable of thriving in a fast paced, dynamic environment

  • Ability to work across many integrated teams and coordinate multiple projects at a single time

  • Work with different business heads on ad-hoc projects

    Preferred:

  • Business Administration, Economics or Finance degree

  • Proficiency with all Microsoft Office applications (Excel, Powerpoint, Word). Knowledge of advanced excel functions and macros a plus.

  • Experience with Aladdin, Salesforce, and/or Vermilion a plus

At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.

References

Visible links

  1. http://www.metlife.com/investments

Equal Employment Opportunity/Disability/Veterans

If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.

MetLife maintains a drug-free workplace.

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