Client Onboarding (Investment) | Remote-First Work Set-Up | Night Shift

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.

Job Specifications:

Provide substantial leverage in the management of the following events:

1. Launches
2. Termination
3. In-Kind transfer
4. Strategy Changes

1. New Brokers and/or security types
2. New market openings
3. Custody/Administrator change
4. Benchmark and/or fee change

• 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

Shift: Night Shift