✨ AI Summary
The Global Alternatives Account Onboarding & Lifecycle Associate role involves overseeing end-to-end account setup and maintenance for institutional clients and mutual funds. Key responsibilities include managing lifecycle events, serving as a primary point of contact for internal stakeholders, building strong relationships, coordinating with internal teams and external clients, ensuring compliance with regulatory requirements, identifying and mitigating risks, improving processes, and preparing reporting with data analysis.
The ideal candidate will demonstrate outstanding accuracy, attention to detail, and awareness of business risk, controls, and compliance. They should be adept at managing competing priorities, communicating clearly, and building strong collaborative relationships. Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook is required. Preferred qualifications include a Bachelor's degree in Commerce, Finance, or a related field, experience in account management or fund operations, a strong understanding of financial products, and experience with digital tooling like Python or Tableau.
Requirements
The role requires outstanding accuracy and attention to detail, strong awareness of business risk, controls, and compliance procedures, and the ability to manage competing priorities. Candidates must be able to partner confidently with stakeholders, respond quickly to requests, communicate clearly in writing and verbally, build strong relationships, use Microsoft Office Suite at an intermediate to advanced level, and take ownership of issues with appropriate escalation.
Description
You are a strategic thinker passionate about driving solutions in “Global Alternative Account Onboarding & Data Analytics”. You have found the right team
As Account Onboarding & Data Analyst within our “Global Alternatives Client Onboarding” team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
- Oversee end-to-end account set-up and ongoing maintenance for institutional clients and mutual funds
- Manage lifecycle events including asset transitions, terminations, liquidations, and custodian changes
- Serve as the primary point of contact for internal stakeholders across the account and fund lifecycle
- Build strong stakeholder relationships and ensure client service needs are consistently met
- Coordinate with internal teams and external clients to execute events smoothly and efficiently
- Communicate updates, manage expectations, and resolve concerns to maintain operational continuity
- Maintain accurate and current account documentation aligned to internal policies and standards
- Ensure compliance with regulatory requirements and mandatory change-driven updates
- Identify risks across account and fund events and implement mitigation strategies proactively
- Improve processes and procedures through continuous evaluation and global best-practice collaboration
- Prepare reporting and analyze lifecycle data to identify trends and improvement opportunities
Required qualifications, capabilities and skills
- Demonstrate outstanding accuracy and attention to detail
- Apply strong awareness of business risk, controls, and compliance procedures
- Manage competing priorities across immediate and short-term deliverables
- Partner confidently with stakeholders at all levels to align priorities and deadlines
- Respond quickly to requests and work flexibly under pressure to meet tight deadlines
- Communicate clearly in writing and verbally to support effective client service delivery
- Build strong relationships to drive collaboration across internal and external parties
- Use Microsoft Excel, PowerPoint, Word, and Outlook at an intermediate to advanced level
- Take ownership of issues and escalate appropriately to prevent service disruption
Preferred qualifications, capabilities and skills
- Hold a Bachelor’s degree in Commerce, Finance, or a related field
- Bring experience in account management, fund management, client services, or a similar role
- Demonstrate strong understanding of financial products, services, and fund operations
- Work independently with minimal supervision while contributing effectively within a team environment
- Solve problems proactively and apply strong attention to detail in execution
- Leverage Asset Management, Investment Banking, or Wealth Management experience
- Identify process improvements and implement changes using digital tooling (e.g., Python, Tableau, Alteryx)