Asset Onboarding Coordinator
4 days ago
Cobden & Carter International seeks an Investment Operations Analyst to support our team.
- The successful candidate will be responsible for coordinating the onboarding of new managers and funds to the trading platform and supporting their account opening process for inclusion in existing clients' portfolios.
Main Responsibilities
- Oversee tax and legal reviews of third-party asset manager documentation and investment contracts.
- Identify potential issues in reviews that may affect investments for clients and in-house funds.
- Guarantee high-quality work that meets client requirements and follows excellence standards.
- Offer guidance to consulting and portfolio management teams on legal review procedures.
- Develop strong working relationships with internal and external stakeholders at all levels.
- Support due diligence queries and resolve legal/tax concerns.
- Manage projects utilizing subject matter expertise.
- Keep and use internal databases.
- Nurture relationships with key stakeholders and external service providers.
- Enhance processes based on previous experience.
Essential Qualifications
- A degree in business, math, finance, science, engineering, or equivalent experience.
- A minimum of 2-3 years of successful investment industry experience.
- Experience in onboarding fund/investment managers.
- A legal/paralegal background is mandatory.
- Knowledge/experience of investment manager agreements and fund subscription documents.
- Understanding of institutional clients is beneficial.
- Strong English communication skills.
- Strong internal networking and cross-functional collaboration skills.
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