Onboarding Specialist

Location: Sydney CBD
Contract Type: Contract
Specialisation: Banking & Financial Services
Salary: Negotiable
REF: BBBH248833_1623281592

We have an exciting opportunity for an experienced Onboarding Specialist to join a boutique Fund Manager in a part-time capacity.

The company is focused on engendering diversity, inclusivity and promotes a positive workplace.

The main duties of this role will focus on:

  • Setting up and onboarding of new funds and counterparties
  • Perform and update KYC requests for institutional clients
  • Review documentation are in line with the different terms for the counterparties
  • Produce reporting such as NAV's on a monthly basis
  • Main contact for the Counterparty onboarding teams

The successful candidate will have at least 5 years' experience in funds management, ideally with exposure to fixed income and possess knowledge of trading requirements and legal documentation with counterparties.

For further information or to have a confidential discussion, please get in touch with Dijana on (02) 9249 5008 or APPLY NOW.