Middle Office Onboarding Specialist

In this role, you will manage end-to-end onboarding and implementation activities, ensuring accurate account setup, regulatory compliance, and operational readiness across fund and retirement products. You’ll collaborate with internal stakeholders, clients, custodians, and external partners to solve complex operational challenges, improve processes, and drive innovation through automation and AI-enabled solutions. This is an excellent opportunity to deepen your expertise in investment operations, expand your global exposure, and contribute to building scalable solutions that enhance client experience and operational excellence.

Position Responsibilities

Execute end-to-end onboarding and implementation activities for fund and retirement products.

Coordinate with clients, internal teams, custodians, brokers, and external partners to ensure timely account setup and onboarding completion.

Review and validate documentation while ensuring complia...

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