Man Group ยท 4 days ago
New Business Onboarding Specialist
Boston, MA
Full-time
Onsite
New Grad, Entry Level
$75K/yr - $85K/yrMan Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients. As a New Business Onboarding Specialist, you will support new business initiatives by ensuring the operational infrastructure is ready to onboard new business on time, while managing various aspects of data and client communication.
Financial Services
Responsibilities
Support the firm's new business initiatives and ensure operational infrastructure is in place to onboard new business
Initiate and ensure completion of technical and operational setup for new funds and managed accounts
Assist in launching new products and services
Work with the Business and Clients to ensure specific requirements are met
Engage with external parties to agree workflows, documentation requirements, account setup, and trade/statement communication
Liaise with brokers and clients via multiple systems, email, and other communication channels
Ensure due process is conducted on all requests in compliance with internal and external controls and audit requirements
Resolve internal static data queries and issues in a timely manner within a controlled environment, covering:
Securities and funds data
Internal books and accounts
Counterparty data
Ensure data quality is updated and maintained with accuracy and timeliness
Monitor trade queues for failed trades (TIA)
Resolve trade issues caused by static data discrepancies
Maintain internal trade booking and counterparty override rules
Maintain market-driven data points
Update and manage local charge rules
Configure settlement date rules
Maintain exchange holiday calendars
Qualification
Required
Experience in operations within an investment management firm, investment bank, or hedge fund
Previous client-facing, middle office, or operations financial services experience
Good understanding of financial markets and industry best practices
Self-motivated and responsive to a constantly changing environment
Ability to identify and escalate potential problems or delays to management
Excellent written and oral communication skills (both client-facing and internal)
Client Service Excellence (Internal & External): Speaks the client's language; demonstrates understanding and empathy; shows personal responsibility and accountability; manages and exceeds client expectations
Professional & Ethical Standards: Applies Man Group ethics and values; demonstrates positive attitude; globally oriented; business aware; seeks continuous skills enhancement; works comfortably in an entrepreneurial environment; ensures compliance
Effective Team Working: Valued and sought after as a team member; recognizes and supports others
Benefits
Competitive holiday entitlements
Pension/401k
Life and long-term disability coverage
Group sick pay
Enhanced parental leave
Long-service leave
Private medical coverage
Discounted gym membership options
Pet insurance
Company
Man Group
Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Robyn Grew
CEO
Walter Owens
CEO Man Varagon
Company data provided by crunchbase