Case Manager, Fund Mandates, US

Schroders; New York (NY); On-site; USD 125,000 - 140,000; Full time

Benefits offered by this job

Flexible working arrangements

Job summary

Schroders is seeking a Case Manager to own onboarding cases end to end for a defined client book. You’ll be the single point of entry for mandate and broker requests, coordinating with the Indian Operations hub and Chennai delivery team to meet deadlines and quality standards.

In this role you will manage intake, planning, execution and completion, tracking progress on a daily dashboard, and communicating status and risks to clients and internal stakeholders.

Qualifications

• Hands-on experience of mandate onboarding, static data or client servicing.
• Good understanding of the account opening and mandate set-up lifecycle.
• Familiarity with Aladdin configuration concepts and the onboarding platform.
• Able to interpret IMAs, prospectuses and client documentation with support.
• Project management discipline: planning, dependency and risk tracking.
• Strong organisation and attention to detail across concurrent cases.
• Clear written and verbal communication with clients and colleagues.

Responsibilities

• Take onboarding requests through intake, planning, execution and completion.
• Run the playbook for each event, sequencing tasks and the critical path.
• Gather requirements and assess them against the Aladdin platform and onboarding capabilities.
• Translate requirements into clear work packages for the Chennai delivery team.
• Raise and track activity requests into the hub capability teams and chase to completion.
• Keep the workflow tool and dashboard updated daily so each case shows a live, accurate status.
• Check reference data accuracy and control evidence before go-live.
• Keep clients and internal stakeholders informed on status, risks and dates.
• Escalate blockers and risks promptly to the senior case manager.
• Support improvements to templates, playbooks and process documentation.

Skills

Mandate onboarding

Client servicing

Account opening lifecycle

Tools

Aladdin configuration

Onboarding platform

Job description

As Case Manager, you’ll manage onboarding cases end to end for a defined book of clients and events, acting as the single point of entry for mandate and broker requests on your own cases. You’ll work closely with the Indian Operations hub capability teams and be accountable for delivering your own caseload to agreed dates, quality and control standards. This is an opportunity to build deep onboarding expertise while contributing to a collaborative, delivery-focused team.

About Us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

The base

We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.

What you'll do

Take onboarding requests through intake, planning, execution and completion

Run the playbook for each event, sequencing tasks and holding the critical path

Gather requirements and assess them against Aladdin and platform capability

Translate requirements into clear work packages for the Chennai delivery team

Raise and track activity requests into the hub capability teams and chase to completion

Keep the workflow tool and dashboard updated daily so each case shows a live, accurate status

Check reference data accuracy and control evidence before go-live

Keep clients and internal stakeholders informed on status, risks and dates

Escalate blockers and risks promptly to the senior case manager

Support improvements to templates, playbooks and process documentation

The knowledge, experience and qualifications you need

Hands-on experience of mandate onboarding, static data or client servicing

Good understanding of the account opening and mandate set-up lifecycle

Working knowledge of Aladdin configuration concepts and the onboarding platform

Able to interpret IMAs, prospectuses and client documentation with support

Project management discipline: planning, dependency and risk tracking

Strong organisation and attention to detail across concurrent cases

Clear written and verbal communication with clients and colleagues

Comfortable working with offshore delivery teams and in a workflow tool

Awareness of KYC, AML and LEI requirements

Open to new technology including AI support in day-to-day delivery

What you will be like

Highly organised across concurrent cases and deadlines

Attentive to detail and accurate first time

Proactive chaser who follows things through to completion

Clear, timely communicator with clients and hub colleagues

Takes ownership of their own cases from intake to completion

Raises issues early and transparently, including bad news

Curious and quick to learn new products, markets and systems

Measured on delivery to date and quality, and accurate case information

Compensation

Schroders offers a base salary in a range of $125,000 to $140,000 for this position.

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.