Onboarding Specialist

Optimize Search Group; United States; On-site; USD 120,000 - 125,000; Full time

Job summary

A leading recruitment agency is seeking an Onboarding Specialist to assist with the implementation and onboarding of large clients for an asset management servicing firm. This full-time role requires 4-10 years of experience in hedge fund operations and strong technical skills, especially with OMS/EMS platforms. Ideal candidates will have a deep understanding of trading technology and proven experience in fund launches. The position is based in the New York City Metropolitan Area.

Qualifications

• 4-10 years in hedge fund operations, trading technology, fund launches and client onboarding.
• Deep understanding of OMS/EMS platforms, FIX protocols and broker-dealer connectivity.
• Prior experience with launching or operating funds with multi-prime and multi-asset strategies.

Responsibilities

• Assist with front-to-back office implementation and onboarding of large clients.
• Ensure a seamless, compliant and scalable launch for new funds and capital raising.

Skills

Hedge fund operations

Trading technology

Client onboarding

Technical ability with Excel

Technical ability with SQL

Understanding of OMS/EMS platforms

Tools

Eze

Geneva

Job description

Optimize Search Group provided pay range

This range is provided by Optimize Search Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $125,000.00/yr

Direct message the job poster from Optimize Search Group

Co-Founder | Partner - Executive Search and Direct Hire

Optimize Search group has partnered with a growing asset management servicing firm looking for an Onboarding Specialist to sit on-site at one of their largest clients. This role will focus on assisting with front-to-back office implementation and onboarding of large clients. Additionally this role will ensure a seamless, compliant and scalable launch for new funds and capital raising.

Onboarding Specialist

• 4-10 years in hedge fund operations, trading technology, fund launches and client onboarding
• Deep understanding of OMS/EMS platforms, FIX protocols and broker-dealer connectivity
• Prior experience with launching or operating funds with multi-prime and multi-asset strategies
• Strong technical ability with Excel, SQL, Eze or Geneva

Seniority level

Associate

Employment type

Full-time

Job function

Finance

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