Fund Onboarding Specialist

RESPONSIBILITIES
Project management and coordination of; client onboarding, service change and offboarding events, for our US client base.
Creation, maintenance and regular distribution of project plans to ensure both internal and external stakeholders are kept informed of; project status, outstanding actions and notable risks or concerns.
Chair regular meetings for internal and external stakeholders. Distribute meeting agendas and minutes, as standard.
Ensure notable risks are escalated to senior leaders within our Operations and Global Portfolio Services groups.
Act a point of escalation for project stakeholders and assist with query resolution and risk mitigation to ensure that ‘implementation barriers’ are removed promptly.
Provide timely, high-quality responses to project inquiries.
Ensure that project milestones, SLAs and KPIs are achieved.
Document evidence of completed project tasks to satisfy our ‘System and Organization Controls’ (SOC 1) obligations. Additionally, respond to internal and external audit requests, as required.
Ensure ‘Day 2’ tasks are documented and handed over to an appropriate individual/group.

SKILLS, KNOWLEDGE AND EXPERIENCE
Bachelor’s degree (preferably in a relevant field).
Experience leading client onboarding and change events from the buy-side (I.e., Investment managers, Hedge Funds, etc.) is essential.
Demonstrable operational expertise (in particular, knowledge of the investment management industry, back and middle office workflows and supporting services providers) and proven track record with implementing complex operating models.
Knowledge of alternative asset classes, in particular; Private equity, Hedge Funds, Real and Credit would be advantageous.
A high-level understanding of the US regulatory landscapes would be advantageous.
Excellent project management and leadership skills.
Must be a keen problem solver. The individual should be able to confidently tackle unfamiliar challenges and tasks.
Excellent analytical skills and attention to detail.

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