Onboarding & Operations Specialist - Asset Management

Berkeley Croft Ltd; Greater London; On-site; GBP 55,000 - 75,000; Full time

Job summary

Berkeley Croft Ltd. seeks an onboarding specialist to support launch of new accounts, investment products and trading capabilities across global markets. You will coordinate onboarding requirements, resolve issues and maintain controls with investment teams, trading, custodians and external partners.

The role involves driving operational readiness, documenting processes, and improving workflows to ensure smooth onboarding and compliance across markets.

Qualifications

• Experience in investment operations, onboarding or trading support.
• Strong analytical and problem-solving skills.
• Ability to coordinate stakeholders across internal teams and external partners.

Responsibilities

• Supporting the onboarding of investment accounts, mandates, products and derivatives.
• Coordinating account funding, operational setup, maintenance and lifecycle events.
• Supporting market opening and broker onboarding across global markets.
• Maintaining market documentation, settlement instructions and operational records.
• Helping establish trading system arrangements and collateral accounts, including coordinating testing and validation.
• Investigating operational issues, identifying root causes and working across teams to deliver practical solutions.
• Improving workflows, supporting automation and strengthening onboarding processes and controls.

Skills

Investment operations

Onboarding

Trading support

Custody

Job description

Berkeley Croft Ltd. seeks an onboarding specialist to support launch of new accounts, investment products and trading capabilities across global markets. You will coordinate onboarding requirements, resolve issues and maintain controls with investment teams, trading, custodians and external partners.

The role involves driving operational readiness, documenting processes, and improving workflows to ensure smooth onboarding and compliance across markets.