About this role

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 compliance with KYC/AML and regulatory requirements.
Perform system configuration, data validation, reconciliations, and support data conversions across multiple platforms.
Identify operational risks, resolve complex issues, and drive continuous process improvement through automation and AI-enabled solutions.

Bachelor's degree in Business, Finance, Accounting, Economics, or a related field
3–5 years of experience in Onboarding, Middle Office, Investment Operations, or related financial services functions
Knowledge of fund onboarding, retirement plans (401(k)/Defined Contribution), or the investment trade lifecycle
Strong analytical, problem-solving, and data management skills
Experience working with financial systems, operational platforms, and large datasets
Excellent communication and stakeholder management skills
Willingness to work on a night shift schedule and adapt working hours based on business needs

Middle Office Onboarding Specialist

Key skills