Client Implementation Specialist - FIT
Core
Design, develop, and implement automation solutions (RPA, AI/ML) for fund operations and client onboarding processes to drive operational efficiency and digital transformation.
Role type
Senior IC automation engineer (fund operations & AI)
Builds
Automated workflows for fund accounting, reporting, compliance, and client onboarding (KYC/AML)
Domain
Fund administration and middle office solutions
Deliverable
production ML models | product features | infrastructure
Required skills
Fund operations lifecycle knowledge, RPA and workflow platform implementation, AI/ML solution exposure, KYC/AML regulatory integration, process optimization, cross-functional collaboration
Preferred skills
AI platforms and NLP, SQL/VBA/MS Access/Excel, ETL tools and data mapping, fund accounting systems, Python/SQL programming, statistics and data analysis
Technologies
RPA, workflow platforms, AI/ML frameworks, SQL, VBA, MS Access, Excel, ETL tools, Python
Responsibilities
Design and implement automation for open-ended and closed-ended fund operations; Lead end-to-end client onboarding automation integrating KYC/AML; Identify and leverage AI/ML opportunities for business insights; Partner with technology teams to implement intelligent automation; Manage multiple automation initiatives and ensure timely delivery
Seniority
Senior, hands-on IC
