Funds Onboarding specialist
Core
Manage end-to-end onboarding and fund launches for a diverse global client base, coordinating activities across multiple international locations.
Role type
Senior IC funds onboarding specialist
Builds
New fund implementations and client onboarding projects
Domain
Fund administration and middle office solutions
Deliverable
client delivery
Required skills
Investment operations, fund compliance, regulatory reporting, investment risk, asset class knowledge (F&O, Fwds, OTCs, Swaps, Structured products), data validation, system configuration, issue resolution, client relationship management
Preferred skills
Bloomberg proficiency, client service experience
Technologies
Bloomberg, market data platforms
Responsibilities
Execute end-to-end onboarding for new clients and fund launches; perform data collection, validation, and system setup; resolve onboarding issues; coordinate with internal teams (Product, Technology, Operations); maintain onboarding documentation and processes; act as primary client contact; guide clients through requirements; support partners with queries; maintain ongoing client relationships for future launches
Seniority
Mid-level, hands-on IC