Summary

This associate role manages end-to-end onboarding for institutional asset management client mandates, from a new business win through funding. It coordinates clients and internal teams across the global onboarding process, supporting mandate implementation, lifecycle events, and process improvements.

Responsibilities

• Manage onboarding for institutional client mandates
• Guide clients through onboarding from win to funding
• Lead client and stakeholder meetings and track timelines
• Maintain account opening documents and project plans
• Coordinate internal teams on mandate implementation
• Report status and identify onboarding risks
• Improve global onboarding standards and procedures