AQR is a global investment firm built at the intersection of financial theory
and practical application. We strive to deliver concrete, long-term results by
looking past market noise to identify and isolate the factors that matter most,
and by developing ideas that stand up to rigorous testing. By putting theory
into practice, we have become a leader in alternative strategies and an
innovator in traditional portfolio management since 1998.
At AQR, our employees share a common spirit of academic excellence, intellectual
honesty and an unwavering commitment to seeking the truth. We’re determined to
know what makes financial markets tick – and we’ll ask every question and
challenge every assumption. We recognize and respect the power of collaboration
and believe transparency and openness to new ideas leads to innovation.
About Operations
Operations has a diverse set of responsibilities, including settling and
recording thousands of transactions per day, identifying and mitigating
operational risk,
and partnering with technology to develop and implement
low-touch, streamlined processes. The Operations department continually seeks
ways to improve while actively supporting the development of current business,
structures, and markets.
The Tax Operations team is a department within Operations focused on the Tax
Aware strategies at AQR. The team is responsible for managing platform
providers, account onboarding and client inquiries, vendor oversight, and
account maintenance and monitoring for our Tax Aware solutions.
The Role
We are looking to hire a full time Associate/VP to join the Tax Operations team
in a Team Lead capacity. The primary responsibilities of the role include, but
are not limited to:
Core Responsibilities
* Onboard and monitor Flex SMA accounts to ensure they are reconciled, in good
order, and maintain appropriate balances, settings, and positions
* Create and review client reports, ensuring accuracy and completeness
* Revi