Our client, a well-known asset management firm, is looking for a Client Onboarding Analyst to join their team. The responsibilities of this role include assisting with new fund entity creation, running investor data reports in Microsoft Excel, and assisting the Investor Services and Operations teams with client onboarding and AML reporting. The ideal candidate will have five years of experience in client onboarding (preferably in the asset management space), previous experience in new entity creation, and strong capabilities in Microsoft Excel.
Responsibilities Include:
Assisting with fund launches and creating new entities.
Assist with new client & investor onboarding and AML compliance.
Verifying and reconciling any investor transactions
Requirements:
Minimum five years of experience in client onboarding and AML, preferably with a large asset management firm