Business Onboarding Analyst

About the Role

The Business Onboarding Analyst plays a key role in supporting the Firm's new business initiatives, ensuring that the Operations infrastructure is fully in place and ready to support the on-boarding of new business in a timely manner. This role acts as a critical link between internal departments, clients, and external parties, ensuring smooth technical and operational set-up for new funds, managed accounts, and products.

Responsibilities

Initiate and ensure completion of technical and operational set up for new funds and managed accounts.

Work with the PMs, trading desks, legal and clients to understand trading requirements.

Engage with external trading counterparties parties to agree workflows, documentation and account requirements.

Complete counterparty questionnaires and distribute launch updates as required.

Ensure Fund Data Integrity of security and Fund Reference Data within internal systems.

Work with other internal departments to answer onboarding queries as they arise.

Assist the business in launching new products and services.

Ensure due process is conducted on requests and is compliant with internal and external controls and audit requirements.

Core Competencies:

Proven experience in Operations within an investment management firm, investment bank, or hedge fund.

Previous client-facing, middle office, or operations experience within financial services preferred.

Experience onboarding new clients and working with external providers.

A strong understanding of financial markets and best practices.

Self-motivated and responsive to a constantly changing environment.

Strong communication skills, both client-facing and internal.

Ability to highlight potential problems or delays to management.

Excellent written and oral communication skills.