Product Onboarding Associate

New

Skills

Asset Management Operations Creative Thinking Data Management Fund Onboarding Organizational Skills Problem-Solving Project Management Stakeholder Communication Team Collaboration Time Management

The Product Onboarding Associate will partner with Global Client Solutions to understand new investment products and provide necessary support. This role involves leading product pipeline calls and keeping stakeholders informed about fund mechanics, timelines, and any issues that arise.

Key Responsibilities
  • Lead product pipeline calls to update stakeholders on fund mechanics and timelines.
  • Organize product-specific working groups to ensure complete fund setup and readiness.
  • Produce materials for working group sessions and stakeholder updates.
  • Monitor closing items and follow up with teams for timely completion.
  • Maintain product data and fund operations in internal systems and workflows.
Requirements & Qualifications
  • 3-5 years of experience in asset management operations and fund onboarding.
  • Exceptional organization skills and high attention to detail.
  • Critical and creative thinking with strong verbal and written communication across stakeholders.
  • Proven ability to manage multiple teams/projects in a fast-paced environment.
  • Ability to prioritize and deliver high-quality work on time.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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