Asset Wealth Management Operations Legal Entity Management Associate

Help modernize how legal entity data is managed, controlled, and reported in a high-impact operations role. You will partner across teams to enable business activity through timely onboarding, accurate maintenance, and well-controlled reporting. If you enjoy problem-solving, improving processes, and reducing manual effort through automation, this role offers visible and measurable outcomes.

As an Associate in the Legal entity management team, you will help ensure legal entity data is accurately established, maintained, and reported across enterprise platforms. You will partner with stakeholders across the business, operations, and internal regulatory support teams to deliver accurate reporting outputs and meet tight deadlines in a controlled environment. You will contribute to continuous improvement efforts that strengthen data quality, controls, and process efficiency through automation and smarter tooling.

Job responsibilities

• Partner with multiple business groups to drive end-to-end legal entity onboarding and ongoing maintenance across enterprise platforms, ensuring timely and accurate setup and updates.
• Own the intake, consolidation, and quality review of entity and financial data used in monthly, quarterly, and annual reporting, producing decision-ready outputs.
• Prepare and submit periodic reporting packages to internal regulatory support teams, partnering closely to meet requirements, controls, and deadlines.
• Maintain a strong control environment by producing clear documentation, audit-ready records, and consistent evidence management.
• Build and sustain relationships across a broad stakeholder set, serving as a trusted point of coordination and execution.
• Leverage modern data, automation, and AI-enabled tools to analyze datasets, streamline reporting, and automate repeatable processes to improve accuracy and turnaround time.
• Apply AI-enabled tools to modernize data management and reporting workflows, reduce manual effort, and improve transparency and traceability.
• Participate in continuous improvement efforts to enhance data quality, reporting processes, and controls by identifying root causes, designing practical fixes, and driving adoption.
• Contribute to special initiatives aligned to the team’s data strategy, supporting efforts to strengthen how data is governed, standardized, and leveraged.

Required qualifications, capabilities, and skills

• Bachelor’s degree or higher from an accredited institution.
• Minimum 4 years of relevant experience in financial services operations with exposure to cross-functional stakeholders and business-critical workflows.
• Proficiency with data and automation tools such as Python, SQL, Alteryx, Power BI, Power Automate, or similar technologies, with demonstrated ability to analyze data and automate processes.
• Strong analytical and quantitative skills with the ability to translate complex inputs into clear insights, actions, and high-quality outputs.
• Demonstrated problem-solving skills, including identifying root causes, proposing practical improvements, and driving changes through implementation.
• Exceptional attention to detail and strong quality orientation, with comfort working in a controlled environment where accuracy and documentation matter.
• Clear written and verbal communication skills, including the ability to synthesize complex topics and influence outcomes with partners.
• Demonstrated ability to manage multiple priorities in a deadline-driven environment while maintaining strong execution discipline.
• Proactive and adaptable approach, with the ability to work independently and collaboratively.

Preferred qualifications, capabilities, and skills

• Experience with legal entity management, regulatory reporting, and navigating complex ownership structures.
• Familiarity with AI concepts and hands-on experience using AI-enabled tools or platforms to improve data management, reporting, or operational workflows.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

Additional information

• Visa sponsorship is not available for this position.
• Work schedules will be full-time in office.