Global Alternatives Account Onboarding & Lifecycle - Associate

Description You are a strategic thinker passionate about driving solutions in “Global Alternative Account Onboarding & Data Analytics”. You have found the right team As Account Onboarding & Data Analyst within our “Global Alternatives Client Onboarding” team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. Job Responsibilities • Oversee end-to-end account set-up and ongoing maintenance for institutional clients and mutual funds • Manage lifecycle events including asset transitions, terminations, liquidations, and custodian changes • Serve as the primary point of contact for internal stakeholders across the account and fund lifecycle • Build strong stakeholder relationships and ensure client service needs are consistently met • Coordinate with internal teams and external clients to execute events smoothly and efficiently • Communicate updates, manage expectations, and resolve concerns to maintain operational continuity • Maintain accurate and current account documentation aligned to internal policies and standards • Ensure compliance with regulatory requirements and mandatory change-driven updates • Identify risks across account and fund events and implement mitigation strategies proactively • Improve processes and procedures through continuous evaluation and global best-practice collaboration • Prepare reporting and analyze lifecycle data to identify trends and improvement opportunities Required qualifications, capabilities and skills • Demonstrate outstanding accuracy and attention to detail • Apply strong awareness of business risk, controls, and compliance procedures • Manage competing priorities across immediate and short-term deliverables • Partner confidently with stakeholders at all levels to align priorities and deadlines • Respond quickly to requests and work flexibly under pressure to meet tight deadlines • Communicate clearly in writing and verbally to support effective client service delivery • Build strong relationships to drive collaboration across internal and external parties • Use Microsoft Excel, PowerPoint, Word, and Outlook at an intermediate to advanced level • Take ownership of issues and escalate appropriately to prevent service disruption Preferred qualifications, capabilities and skills • Hold a Bachelor’s degree in Commerce, Finance, or a related field • Bring experience in account management, fund management, client services, or a similar role • Demonstrate strong understanding of financial products, services, and fund operations • Work independently with minimal supervision while contributing effectively within a team environment • Solve problems proactively and apply strong attention to detail in execution • Leverage Asset Management, Investment Banking, or Wealth Management experience • Identify process improvements and implement changes using digital tooling (e.g., Python, Tableau, Alteryx)