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Asset Management - Client Onboarding Analyst
Asset Management
Make an impact by helping deliver seamless onboarding and change events for investment products. You will coordinate cross-functional stakeholders, manage timelines, and keep documentation and governance on track. This role offers broad exposure across operations, investment teams, and custody partners. You will help ensure changes are delivered with quality, transparency, and control awareness. Join a team that values collaboration, continuous improvement, and ownership.
Job summary
As a Client Onboarding Analyst in the Client Onboarding Management Team, you will coordinate new account onboarding and account lifecycle events by driving project execution, stakeholder alignment, and high-quality documentation. You will help ensure initiatives are delivered within agreed timeframes while proactively identifying risks, escalating issues, and supporting continuous improvement.
Job responsibilities
- Coordinate new account onboarding activities for investment accounts, including onboarding checklists, account opening information, and required setup documentation
- Manage account lifecycle events such as mergers, liquidations, closures, in-specie transfers, and custody changes, ensuring accurate tracking and timely completion
- Drive account-related projects supporting investment and operational solutions for new business opportunities
- Build and maintain project plans, process flows, and runbooks to translate business requirements into executable deliverables
- Schedule, lead, and document regular stakeholder meetings, tracking actions to completion across concurrent workstreams
- Provide clear status updates to stakeholders, highlighting milestones, dependencies, and risks
- Escalate issues in a timely manner and support root cause analysis and resolution tracking
- Develop, review, and maintain functional procedures and project management tools to support consistent delivery
- Review implementation outcomes and identify opportunities to improve process efficiency and ways of working
Required qualifications, capabilities and skills
- At least 2 years of experience in asset management operations, wealth management operations, or investment banking operations
- Demonstrated experience coordinating cross-functional workstreams and delivering against deadlines in a time-sensitive environment
- Strong verbal and written communication skills, with the ability to present status clearly to stakeholders across varying seniority levels
- Strong interpersonal skills with a track record of building effective working relationships with business stakeholders and external partners
- Demonstrated ability to adapt to changing priorities and maintain high-quality delivery in demanding, time-sensitive situations
Preferred qualifications, capabilities and skills
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes