Job Description

New York City | Full-time | Hybrid

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.

To Apply

Submit your résumé.

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