Fund Onboarding Lead | Remote-First Work Set-Up | Night Shift

apartmentInfinit-O placePasay scheduleFull-time calendar_month6/3/26

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:

Launches
Termination
In-Kind transfer
Strategy Changes

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

New Brokers and/or security types
New market openings
Custody/Administrator change
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

Shift: Night Shift (8:00 PM – 5:00 AM or 9:00 PM – 6:00 AM)

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