Fund Onboarding Analyst
2 weeks ago
QUALIFICATIONS:
• Bachelor’s degree in finance, accounting, economics, or a related field preferred
• 1–3 years of relevant experience, ideally within hedge funds or private equity
• Familiarity with alternative investments is an advantage
• Advanced proficiency in Microsoft Suite, particularly Excel (VLOOKUP, Pivot Tables, VBA, Macros)
• Strong organizational, multitasking, problem-solving, communication, and time-management abilities
• Highly organized self-starter capable of managing multiple priorities in a fast-paced setting
DUTIES and RESPONSIBILITIES:
• Build and maintain strong working relationships with custodians, fund administrators, and other counterparties
• Engage directly with fund managers and third-party administrators, clarifying platform requirements and supporting them through the setup process
• Keep internal stakeholders (Product & Research, Sales, Client Service, Operations, Legal & Compliance, Marketing) updated on onboarding progress and aligned on expectations
• Support the creation and improvement of efficient processes and procedures; collaborate with the technology team to automate workflows
• Develop and track KPIs for fund onboarding activities
• Support the achievement of Fund Onboarding and broader Operations team objectives through the OKR framework
• Ensure timely completion of all required reports
• Take on additional tasks based on workload, skills, and interests
WORK ARRANGEMENT:
• Address: MOA, Pasay
• Setup: Hybrid (2-4x a month RTO)
• Schedule: Night Shift
• Type: Full time
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