Found Description
Pasay, Philippines | Posted on 06/02/2026
Job Description
Onboarding Team Overview
Onboarding Team coordinates various large account events at the firm by interacting with both internal and external counterparties, including but not limited to various groups in Operations, Portfolio Management, Business Development, Trading, Legal, Technology, custodians, prime brokers, transition managers, and clients. The team ensures completion of all deliverables prior to events via proprietary workflow and management tools. It coordinates communication, manages expectations related to updates to the business pipeline and pending events at all levels of the firm, and tracks key milestones to ensure client expectations are met regarding their specific event.
Events managed by OBT
- Fund and SMA launches
- In‑Kind Transfer events
- Terminations
- New Brokers and/or securities added to an account
- Benchmark and fe...