Team Lead

Onboarding Team Overview

Onboarding Team coordinates various large
account events at the firm by interacting with both internal and external
counterparties, including but not limited to various groups in Operations,
Portfolio Management, Business Development, Trading, Legal, Technology,
custodians, prime brokers, transition managers, and clients. Onboarding works
to ensure completion of all deliverables prior to event via various proprietary
workflow and management tools. Onboarding is responsible for coordinating
communication and managing expectations related to updates to the business
pipeline and pending events to all levels of the firm, as well as managing and
tracking key milestones to ensure client expectations are met regarding their
specific event.

Events managed by OBT:

·         Fund and SMA launches

·         Strategy Changes

·         In -Kind Transfer events

·         Terminations

·         New Brokers and/or securities
added to an account

·         New market openings

·         Custody/Administrator Change

·         Benchmark and fee changes

Job Specifications:

·         Provide substantial leverage in
the management of the following events:

o    Launches

o    Terminations

o    In -Kind transfer

o    Strategy Changes

·         Be able to independently run (with
onshore oversight) the following events.

o    New Brokers and/or security types

o    New market openings

o    Custody/Administrator change

o    Benchmark and/or fee change

·         Become well -versed in proprietary
Onboarding systems and tools (Pipeline, Counterparty Selection, Product
Workflow, RMS, etc)

·         Work in high -paced environment and
manage multiple tasks in tandem

·         Independently introduce ways to
increase efficiency and process improvements

·         Manage the tracking and
reconciliations of team tools and emails

·         Independently manage internal
inquiries

·         Complete account opening and form
documentation required as part of various events