Client Group Onboarding & Transitions Project Analyst
Core
Senior Project Analyst managing the onboarding, modification, and closing of institutional client accounts and executing complex cash flows and transitions.
Role type
Senior IC project analyst (institutional client onboarding & transitions)
Builds
Client account lifecycle management, complex cash flows, and transition account setups
Domain
Institutional investment management / Asset management
Required skills
Project management, cross-functional coordination, risk mitigation, process improvement, stakeholder engagement, complex transaction execution, institutional business knowledge, financial product knowledge (fixed income, equity, alternatives), error troubleshooting
Preferred skills
Institutional business experience, industry licenses
Technologies
Workflow applications, project management tools
Responsibilities
Manage client account openings, transitions, and closings; coordinate complex cash flows and securities in-kind transfers; lead client transitions across multiple phases; liaise with clients and internal teams to establish implementation requirements; contribute to risk mitigation efforts and resolve account errors; review and improve account lifecycle processes; collaborate on global process development.
Seniority
Senior, hands-on IC