Client Onboarding Analyst/Associate

The Role:

• Provide substantial leverage in the management of the following events: Launches, Terminations, In-Kind Transfer, Strategy Changes
• Be able to independently run 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

Qualifications:

• Undergraduate Degree
• 2 years in Client Onboarding
• Excel and SQL proficiency is a plus