Americas
Asset Management
New York
Lazard is one of the world’s leading financial advisory and asset management firms.
Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives — they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts to drive our business forward — and for careers to take flight.
Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.
Lazard’s Account Services Group manages all activities associated with client onboarding and requests across various business units such as Accounting, Billing, Trading, Settlements, Reporting, and Legal/Compliance. We help centralize all functional requests for our clients, making their customer experience as seamless as possible. We’re looking for a highly motivated individual to join our team and help support the private client side of our business. The individual will be expected to work with third party providers, such as State Street, SEI, and various custodians.
We’ll trust you to:
- Coordinate with various internal teams to ensure timely, compliant, and successful onboarding of new clients
- Handle requests for compliance and due diligence (KYC)
- Centralize workflow operations and streamline data collection and distribution processes
- Actively maintain client account updates, working with custodians and 3rd parties
- Keep an eye on the details and look for ways to enhance our operations
You’ll need to have:
- Familiarity with working in a client support function within Financial Services
- Asset management operations, custodial and/or broker-dealer experience
- The ability to multitask and prioritize competing demands
- Strong problem-solving skills
- Strong grammar and written communication skills, attention to detail
- Bachelor’s or advanced degree
- Knowledge of dual contract business, familiarity with applications like NetX360, Appian, onboarding, account maintenance a plus
- Proficient in MS Office including Word, Excel, and MS Access. Prior experience with BPM Tools a plus.
Does this sound like you?
Apply! We’ll get in touch on the next steps.
What We Offer
We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
We expect the base salary range for this role to be approximately $60,000 – 85,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.
Inclusion at Lazard
Lazard is an intellectual capital business focused on delivering the best advice and solutions to clients. Achieving these objectives requires us to identify, develop and retain the best talent. A workforce comprised of people with varied backgrounds and experiences creates a rich diversity of thought that empowers us to challenge conventional wisdom, as diverse perspectives lead to better decisions.
Our appreciation of diversity’s strength is ingrained in our multi-cultural heritage. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respect for individual differences, which has been core to our success for several decades.
The ongoing cultivation of diversity and an inclusive, equitable culture are essential to our continued growth. We are committed to sustaining an environment in which all employees – regardless of socioeconomic status, race, color, nationality, religion, gender, gender expression, sexual orientation, physical abilities, veteran or military status – can maximize their individual potential and our collective success.
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