Business Onboarding Analyst
Core
Support new business initiatives by ensuring operations infrastructure is ready for on-boarding new funds, managed accounts, and products.
Role type
Business Onboarding Analyst
Builds
New funds, managed accounts, and products
Domain
Alternative investment management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Operations experience in investment management/investment bank/hedge fund, client-facing experience, onboarding new clients, working with external providers, understanding of financial markets
Preferred skills
Middle office experience, experience onboarding new clients, working with external providers
Technologies
Internal systems for fund data and reference data
Responsibilities
Initiate and ensure completion of technical and operational set up for new funds and managed accounts, Work with PMs, trading desks, legal and clients to understand trading requirements, Engage with external trading counterparties to agree workflows and documentation, Complete counterparty questionnaires and distribute launch updates, Ensure Fund Data Integrity of security and Fund Reference Data, Work with internal departments to answer onboarding queries, Assist the business in launching new products and services, Ensure due process is conducted on requests and is compliant with internal and external controls
Seniority
Individual Contributor
