Fund Onboarding Senior Associate (Pooling)

Hammerjack Pty Ltd; Philippines; On-site; PHP 670,000 - 1,004,000; Full time

Job summary

Hammerjack Pty Ltd is seeking an Onboarding Team member to coordinate large account events across Operations, Portfolio Management, Business Development, Trading, Legal, Technology, custodians, prime brokers, transition managers, and clients.

You will use proprietary Onboarding systems (Pipeline, Counterparty Selection, Product Workflow, RMS) to ensure delivery of all event milestones and to update the business pipeline and pending events to stakeholders.

Qualifications

• Experience coordinating multi-group events in finance or similar environments.
• Ability to independently run events with onshore oversight.
• Familiarity with onboarding processes and internal workflows.

Responsibilities

• Provide substantial leverage in the management of events such as Launches, Termination, In-Kind transfer, and Strategy Changes.
• Be able to independently run events with onshore oversight.
• Become well-versed in proprietary Onboarding systems and tools (Pipeline, Counterparty Selection, Product Workflow, RMS).
• Work in a high-paced environment, manage multiple tasks, and identify efficiency improvements.
• Manage tracking and reconciling of team tools and emails; handle internal inquiries.
• Complete account opening and documentation required for various 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)