New Business Onboarding Specialist

Job description: New Business Onboarding Specialist

Overview

As a New Business Onboarding Specialist, you will support the company's new business initiatives by ensuring that the onboarding process for new businesses is completed in a timely manner.

Main tasks

• New Business & Infrastructure Setup:
  • Supporting the company's new business initiatives and ensuring that the operational infrastructure for onboarding new business is in place
  • Establishing and ensuring the completion of technical and operational setups for new funds and managed accounts
  • Assistance with the introduction of new products and services
  • Collaborate with the business and customers to ensure that specific requirements are met
  • Engagement with internal partners to approve workflows, documentation requirements, account setup, and trading/statement communications
  • Liaise with investment and middle office teams to ensure data and communications are set up
  • Ensuring that all requirements are carried out in accordance with internal and external controls and audit requirements
• Data Management & Quality:
  • Review of investment-related data sources and issues in a timely manner in a controlled environment, including:
  • Securities and futures data
  • Internal books and accounts
  • Votes/Data
  • Ensuring that data quality is updated and maintained with accuracy and timeliness
  • Assignment of trading transactions to the front office trading ledger (TBS)
  • Resolution of trading issues caused by static data discrepancies
  • Administration of internal trading book accounting and counterparty override rules
• Market Data & Configuration:
  • Management of market-driven data points
  • Updating and managing trading data feeds
  • Configuration of processing data rules
  • Management of market data providers

Requirements

Technical skills

• Experience in operations management within an investment management company, investment bank, or hedge fund
• Previous experience in customer service, middle office, or operations management in the financial services sector
• Good understanding of the investment management industry and related processes
• Self-motivated and responsive in a constantly changing environment
• Ability to identify potential problems or delays and escalate them to management
• Functional written and verbal communication skills (both customer-oriented and internal)

Core competencies

• Customer service excellence (internal & external):
  • Understands the customer's language
  • Shows understanding and empathy
  • Takes personal responsibility and accountability
  • Manages and exceeds customer expectations
• Professional and ethical standards:
  • Applies Man Group's ethics and values
  • Shows a positive attitude
  • Builds trust and confidence
  • Exemplary behavior
• Effective teamwork:
  • Valued and sought after as a team member
  • Recognizes and supports others

We offer