Fund Onboarding Senior Associate/Lead | Night Shift | (Continuous Pooling)

Infinit-O; Philippines; On-site; PHP 550,000 - 900,000; Full time

Job summary

Infinit-O is seeking an Onboarding Team professional to coordinate onboarding events for large accounts, interfacing with Operations, Portfolio Management, Business Development, Trading, Legal, Technology, custodians, prime brokers and clients. The role focuses on delivering event milestones, using proprietary tools, and maintaining clear communication across the business pipeline.

The candidate will independently manage new brokers, market openings, custody/administrator changes, and strategy

Qualifications

• Experience coordinating complex events and managing multiple tasks in a fast-paced environment.
• Ability to independently manage inquiries and drive process improvements.

Responsibilities

• Coordinate onboarding events with internal and external counterparties.
• Ensure completion of deliverables prior to events using workflow tools.
• Manage communication and expectations across the business pipeline and events.
• Handle account openings and required documentation for events.

Job description

Onboarding Team Overview

Onboarding Team coordinates various large account events at the firm by interacting with both internal and external counterparties, including but not limited to various groups in Operations, Portfolio Management, Business Development, Trading, Legal, Technology, custodians, prime brokers, transition managers, and clients.

Onboarding works to ensure completion of all deliverables prior to event via various proprietary workflow and management tools. Onboarding is responsible for coordinating communication and managing expectations related to updates to the business pipeline and pending events to all levels of the firm, as well as managing and tracking key milestones to ensure client expectations are met regarding their specific event.

Job Specifications:

Provide substantial leverage in the management of the following events:

• Launches

• Termination

• In-Kind transfer

• Strategy Changes

Be able to independently run (with onshore oversight) 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

Shift: Night Shift(8:00 PM – 5:00 AM or 9:00 PM – 6:00 AM)