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Corgi

Transition Management Associate

new york, NY

Check who can apply and the requirements below before continuing.

About this opportunity

Corgi lists this Transition Management Associate opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

New York City | Full-time | Hybrid

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About Corgi

Corgi is building an AI financial infrastructure company with more than $350 million raised. We're hiring a Transition Management Associate to help institutional investors move assets between managers and strategies.

What You'll Do

Support the end-to-end implementation of client asset transitions across global equity and fixed income portfolios

Coordinate with asset owners, custodian banks, and legacy and target asset managers

Coordinate trade implementation, monitor execution, and manage clearing, settlement and post-trade processes

Produce pre- and post-trade analytics and help identify and manage implementation risk

Help build internal procedures and tools that make the process more scalable and reduce operational risk

What We're Looking For

Bachelor's degree in finance, economics or a related field

0.5 to 5 years of capital markets experience; exposure to trading, settlements, operations or compliance preferred

Working knowledge of capital markets, investment operations and trading workflows

Strong spreadsheet and data analysis skills, and comfort working with large data sets

Clear written and verbal communication across multiple stakeholders

Ability to manage several workstreams at once in a fast-paced, deadline-driven environment

Interest in using AI and other technology to automate workflows

Attention to detail and a strong sense of ownership

Series 7 and 63 registrations are required within six months of joining.

Compensation

Competitive compensation and full benefits. xzgxqkn

To Apply

Submit your résumé.

Worksite address

new york, NY, 10261, US

Who can apply

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