Fund Onboarding yst
Fund Onboarding yst
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Curate collaborative relationships with custodians fund administrators and other
counterparties
Communicate directly with fund managers and thirdparty administrators explaining
requirements of the platform and guiding them through the setup process
Ensure that internal stakeholders (Product & Research Sales Client Service
Operations Legal & Compliance Marketing) are well informed about onboarding status updates and that expectations are aligned
Assist in the development and maintenance of efficient processes and procedures; work with the technology team to automate workflows
Create and maintain KPIs related to fund onboarding
Contribute to the success of Fund Onboarding and broader Operations team s goals
through OKR framework
Ensure timely deliverables of all reports
Additional responsibilities to be determined based on capacity skill and interest.
Requirements
Knowledge of alternative investments a plus
Advanced skills in Microsoft Suite specifically Excel VLOOKUP Pivot Tables VBA and Macros a plus
Strong organizational multitasking problem solving communication and time
management skills
Highly organized selfstarter with experience coordinating multiple competing priorities in a fastpaced environment
Bachelor s degree in finance accounting economics or a related discipline preferred
13 years of relevant experience preferably within the hedge fund and/or private equity industry
Knowledge of alternative investments a plus Advanced skills in Microsoft Suite, specifically Excel VLOOKUP, Pivot Tables, VBA, and Macros a plus Strong organizational, multitasking, problem solving, communication, and time management skills Highly organized self-starter with experience coordinating multiple competing priorities in a fast-paced environment Bachelor s degree in finance, accounting, economics or a related discipline preferred 1-3 years of relevant experience preferably within the hedge fund and/or private equity industry
Employment Type
Full Time
