About AQR Capital Management

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 new 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 Analyst/Associate 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
• Review vendor reports related to compliance, account settings, and trading activity
• Perform initial and ongoing data analysis related to transition analysis and account onboarding
• Ensure account funding aligns with product selections and requirements
• Monitor daily reconciliations and ensure alignment with custodian records
• Track and monitor end-to-end processes related to Investment Management Agreements and Transition Analysis

Team Lead & Strategic Responsibilities

• Provide day-to-day oversight, guidance, and mentorship to junior team members, including task prioritization and workload management
• Act as a subject matter expert across Tax Operations processes, ensuring consistent application of best practices
• Analyze existing workflows to identify inefficiencies and implement scalable process improvements
• Drive a culture of continuous improvement, focusing on automation, accuracy, and operational efficiency
• Partner with Technology, Portfolio Management, and Client Service teams to support strategic initiatives and business growth
• Lead or contribute to projects related to process optimization, system enhancements, and operational risk mitigation
• Develop a forward-looking, strategic perspective on operations to support platform evolution and scalability

What You’ll Bring

• Undergraduate degree
• 7-10 years of experience in a financial services institution (prior leadership or mentorship experience preferred)
• Strong analytical, problem-solving, and communication skills
• Highly organized, detail-oriented, and able to manage multiple priorities
• Demonstrated ability to think strategically and improve processes
• Proficiency in Excel and Outlook
• Salesforce experience a plus
• Python or automation experience a plus

About AQR Capital Management:
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 all 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 new 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 our 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 Analyst/Associate to join the Tax Operations team. The primary responsibilities of the role include, but are not limited to :

• Onboard and monitor our Flex SMA accounts and ensure that they are reconciled, in good order, and maintain appropriate account balances, settings, and positions
• Create and review all client reports and ensure the accuracy and completeness of client reporting
• Review multiple reports from vendors periodically. This could be related to compliance, account settings, or trading activity
• Perform initial and ongoing data analysis related to transition analysis requests and account onboarding. Ensure account funding aligns with respective product selections and account requirements
• Monitor daily reconciliations and ensure that key account characteristics match to custodian records
• Track and monitor end to end process related to Investment Management Agreements and Transition Analysis to ensure process is progressing

What You’ll Bring

• Undergraduate Degree.
• 1-2 years of experience in a financial services institution
• Excellent analytical and communication skills.
• Highly organized, able to multi-task, and eager to learn.
• High attention to detail.
• Proficient in Excel and Outlook
• Salesforce experience a plus
• Python experience a plus

About AQR Capital Management 

AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by seeking to filter out market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Underpinning this philosophy is an unrelenting commitment to excellence in technology — powering our insights and analysis. This unique combination has made us leaders in alternative and traditional strategies since 1998.

AQR takes a systematic, research-driven approach, applying quantitative tools to process fundamental information and manage risk. Our clients include institutional investors, such as pension funds, insurance companies, endowments, foundations and sovereign wealth funds, as well as financial advisors.

About the Team:

The RFP team serves a core function within our Reporting team, supporting sales, client service, and ongoing due diligence efforts.  The primary responsibility of the role is to partner with the Business Development team and coordinate with subject matter experts across the organization, including Research Teams, to respond to RFP and DDQ requests for prospective and existing clients.  In addition, the individual will be expected to contribute to the RFP Team’s ongoing efforts redesigning processes to increase efficiency and improve outcomes.  A successful candidate operates well independently as well as in a team environment and is a proactive and creative problem solver.

Your Role:

We are seeking an exceptionally talented individual to join the RFP Function within our Reporting team.

You will:

• Proactively address RFP and DDQ requests and complete all corresponding documentation leveraging the Team’s RFP Management Tool Responsive
• Partner with subject matter experts across the firm to ensure accuracy of RFP / DDQ content and responses.
• Track and manage all active RFPs and DDQs, escalating to senior management if deadlines are in jeopardy of being missed
• Coordinate with stakeholders across the firm to maintain high-quality content for RFPs DDQs in the Team’s content library on Responsive
• Maintain a commitment to quality, accuracy, and attention to detail in a timely manner
• Utilize AI tools to drive strategic changes to existing processes

What You’ll Bring:

• A relevant undergraduate degree including but not limited to Marketing, Business, Finance, Economics, English or Communications
• 3+ years of relevant post-undergraduate experience within a professional services environment; asset management and operations backgrounds are preferred
• Ability to work independently as well as within a team
• Strong written and verbal communications skills
• Well-organized with the ability to multi-task and work within tight timeframes
• Works proactively, taking initiative to identify and solve problems
• Proficient in Microsoft Office Suite
• Experience with Responsive is preferred
• Experience with Artificial Intelligence is a plus

About AQR Capital Management 

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 all 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 new business, structures, and markets.

The Role

We are looking to hire a strong candidate to join the Flex SMA team within Operations.  The primary responsibilities of the role include, but are not limited to:

• Develop strong AQR product and asset class knowledge and demonstrate interest in the industry
• Provide white-glove inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information
• Onboard new RIAs and accounts into the Flex SMA strategies
• Help oversee and manage the daily Contribution, Withdrawal and Transfer process for AQR’s Flex Separately Managed Accounts. Includes coordinating document completion between AQR Business Development and Legal Teams as well as clients directly.
• Work closely with AQR’s Portfolio Implementation Team to translate daily cash flow details which facilitates the portfolio optimization process.
• Investigate, coordinate, and provide responses to operational inquiries that span AQR’s operational infrastructure
• Work in conjunction with AQR’s Onboarding Team to facilitate the launch of new, complex, and innovative strategies
• Interact regularly with AQR’s Engineering team to enhance systems and improve technology and processes surrounding cash flows and client account management.
• Identify operational inefficiencies across product structures and help create scalable workflows whether automated or outsourced to align functions across the platform.
• Help drive and track both tactical and strategic project initiatives that span the firm.

What You’ll Bring

• Bachelor’s degree in a relevant field
• 3+ years of experience within asset management, focused on client services.
• Ability to work independently as well as within a team.
• Strong written and verbal communications skills
• Passion for client service and ability to manage competing priorities
• Well-organized with the ability to multi-task and work within tight timeframes
• Prior project management experience is a plus
• Proficient in Microsoft Office Suite, especially Excel

The salary range for this role is expected to be $100,000 to $115,000.  This is the range that we in good faith believe is accurate for this role at the time of this posting.  We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs.  This wage range may also be modified in the future.

This job is also eligible for an annual discretionary bonus.

We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

AQR is an Equal Opportunity Employer.  EEO/VET/DISABILITY

About AQR Capital Management 

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.

The Team

Operations plays a critical role across AQR, responsible for supporting trading activity, mitigating operational risk, and partnering with technology to build scalable, efficient processes. The team works closely with Business Development, Legal, Compliance, and Engineering to support new and existing business across global fund structures.

Your Role

We are seeking a high-caliber Analyst to join the Client Services team supporting AQR’s International Lux Fund platform. This role sits at the center of fund operations, client servicing, and business development support, with increasing exposure to complex fund flows, data management, and external stakeholder engagement.

The successful candidate will play a key role in ensuring efficient account onboarding, accurate and timely flow processing, high-quality data dissemination, and responsive client service.

Key Responsibilities:

• Flow Handling & Oversight
  • Support daily oversight of subscriptions, redemptions, and transfers across the Lux platform
  • Manage increasingly complex flow activity, including rebate processing and fee changes
  • Ensure timely and accurate communication of flows to internal stakeholders, including Portfolio Implementation and Management teams.
  • Identify and mitigate operational risks associated with flow processing, while contributing to process improvements and scalability
  • Co-ordinate flow mapping / approval process daily
    
    
• Client Query Management
  • Act as a key point of contact for client servicing queries, working closely with Business Development and, where appropriate, directly with clients
  • Coordinate responses to a high volume of ad-hoc operational and product-related queries
  • Investigate and resolve issues across AQR’s operational infrastructure in a timely and professional manner

• Account Set-Up & Onboarding Support
  • Support the onboarding of new investor accounts across the Lux fund range, coordinating documentation between Business Development, Legal, Compliance, and the funds Transfer Agent.
  • Assist in the setup of complex account structures and ensure accurate system capture and downstream readiness
  • Partner with internal onboarding teams to facilitate efficient launches of new mandates and share classes, as well as fund liquidations / re-structures
    
    

• Data Management & Distribution
  • Support the management and delivery of fund data to wealth platforms and institutional clients, including bespoke data requests
  • Oversee the quality, completeness, and timeliness of data provided to third-party data aggregators (e.g., Morningstar, FundInfo, FundsLibrary, Refinitiv, etc.)
  • Work with Business Development to ensure external data supports distribution and marketing efforts
  • Partner with Engineering and internal data teams to improve automation and data governance frameworks
    
    

• Stakeholder & Cross-Functional Collaboration
  • Provide operational support to external stakeholders, including administrators, custodians, and auditors
  • Collaborate with Portfolio Implementation / Management to ensure accurate translation of flows into portfolio actions
  • Work with Engineering to enhance systems supporting client servicing, cash flow processing, and data management
  • Contribute to strategic initiatives and projects aimed at improving scalability and efficiency across the platform

What You’ll Bring

• Bachelor’s degree (Finance, Economics, or related field preferred)
• 1–3 years of experience in asset management, fund operations, or client servicing (Lux/UCITS experience a plus)
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
• Excellent written and verbal communication skills
• Analytical mindset with an interest in improving processes and data quality
• Ability to work both independently and collaboratively across global teams
• Proficiency in Microsoft Office; experience with data tools or platforms is advantageous

Additional Characteristics

• High level of ownership and accountability
• Strong problem-solving skills and intellectual curiosity
• Interest in fund structures, client servicing, and operational workflows
• Comfort working with increasing complexity in flows, data, and client demands