Investment Onboarding Specialist

The Onboarding team leads the end-to-end implementation of new products, institutional client mandates, portfolio management teams, and strategic firm initiatives. Our work spans a broad range of vehicles, including mutual funds, ETFs, UCITS funds, CLOs, private funds (hedge and private equity), and other regional fund structures, as well as complex, multi-asset class institutional mandates and bespoke client solutions.

We coordinate launch requirements, design scalable operating models, and execute with key stakeholders to ensure tasks are identified, owners are aligned, and deliverables are completed on time to support successful implementations.

In this role, you will be the primary point of contact for all onboarding activities within your remit—driving alignment, anticipating issues, and guiding cross‑functional teams from initial design through go‑live.

• Work closely with various lines of business to identify onboarding requirements. Lines of business include (but not limited to) Product Management, Marketing, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk, and Technology
• Design comprehensive operating models to support new strategic offerings, leveraging existing systems and capabilities across the Firm
• Coordinate and manage onboarding efforts across all aspects, including identifying areas of focus, risks, and appropriate timelines
• Develop overall project plan, key milestones, and servicing requirements, depending upon the size and complexity of the effort
• Develop effective communication plans including management reporting, tracking, and presentations to senior management
• Facilitate best practice process management with various operational and administrative areas of the organization, including identification of efficiencies and process improvements
• Lead a team of individuals across various business and support and control channels responsible for onboarding coordination and execution
• Ensure accounts are opened in a timely manner, both internally and externally with service providers
• Periodically facilitate project efforts which impact the Onboarding function, including coordinating, tracking and managing the overall effort

• B.A. degree or equivalent required; finance, accounting, economics or related field preferred
• 7+ years of experience in financial services, with significant exposure to asset/investment management operations, product onboarding, or client implementation for complex mandates
• Broad knowledge of the securities industry and a variety of investment vehicles, including mutual funds, ETFs, UCITS, CLOs/structured products, private funds (hedge and private equity), and institutional/multi‑asset class mandates
• Strong project and program management skills, including the ability to create and maintain detailed project plans, define scope and milestones, monitor open issues, manage timelines and dependencies, and drive efforts to resolution
• Demonstrated ability to work cross‑functionally with Product Management, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk, Technology, and external service providers
• Strong analytical skills with the ability to critically analyze information, understand data and process implications, and make sound judgments and recommendations
• Ability to work under pressure in a deadline‑driven environment and adjust to changing priorities while managing multiple concurrent onboarding efforts
• Well organized, with strong attention to detail and a high commitment to execution quality
• Excellent verbal and written communication skills, including preparation of management reporting and presentations; able to influence and communicate effectively with senior management and diverse stakeholders
• Professional team player with the ability to work effectively with a variety of personalities and in a matrixed environment; prior experience leading or coordinating teams is a plus
• Self‑starter, highly motivated, with a strong sense of ownership and accountability
• Proficient with Microsoft Office, including Word, Excel, PowerPoint, and MS Project; experience with project tracking/management tools…