Global Alternatives Account Onboarding & Lifecycle - Associate

Global Alternatives Account Onboarding & Lifecycle - Associate

You are a strategic thinker passionate about driving solutions in “Global Alternative Account Onboarding & Data Analytics”. You have found the right team

As Account Onboarding & Data Analyst within our “Global Alternatives Client Onboarding” team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities 

• Oversee end-to-end account set-up and ongoing maintenance for institutional clients and mutual funds
• Manage lifecycle events including asset transitions, terminations, liquidations, and custodian changes
• Serve as the primary point of contact for internal stakeholders across the account and fund lifecycle
• Build strong stakeholder relationships and ensure client service needs are consistently met
• Coordinate with internal teams and external clients to execute events smoothly and efficiently
• Communicate updates, manage expectations, and resolve concerns to maintain operational continuity
• Maintain accurate and current account documentation aligned to internal policies and standards
• Ensure compliance with regulatory requirements and mandatory change-driven updates
• Identify risks across account and fund events and implement mitigation strategies proactively
• Improve processes and procedures through continuous evaluation and global best-practice collaboration
• Prepare reporting and analyze lifecycle data to identify trends and improvement opportunities

Required qualifications, capabilities and skills 

• Demonstrate outstanding accuracy and attention to detail
• Apply strong awareness of business risk, controls, and compliance procedures
• Manage competing priorities across immediate and short-term deliverables
• Partner confidently with stakeholders at all levels to align priorities and deadlines
• Respond quickly to requests and work flexibly under pressure to meet tight deadlines
• Communicate clearly in writing and verbally to support effective client service delivery
• Build strong relationships to drive collaboration across internal and external parties
• Use Microsoft Excel, PowerPoint, Word, and Outlook at an intermediate to advanced level
• Take ownership of issues and escalate appropriately to prevent service disruption

Preferred qualifications, capabilities and skills 

• Hold a Bachelor’s degree in Commerce, Finance, or a related field
• Bring experience in account management, fund management, client services, or a similar role
• Demonstrate strong understanding of financial products, services, and fund operations
• Work independently with minimal supervision while contributing effectively within a team environment
• Solve problems proactively and apply strong attention to detail in execution
• Leverage Asset Management, Investment Banking, or Wealth Management experience
• Identify process improvements and implement changes using digital tooling (e.g., Python, Tableau, Alteryx)

Experience Level

Mid Level