
Fund Onboarding Director
6 days ago
Carne Group is seeking a seasoned professional to lead its global onboarding team. This exciting new opportunity will challenge your expertise in fund onboarding, implementation, and CRM.
Mandatory qualifications for the role include:
- 5-7 years' experience in fund onboarding, fund implementation, or CRM within the funds industry
- Fluency in English; additional languages such as French, German, or Mandarin are advantageous
- Proven project management skills
- Previous presentation experience
- Strong client and management interaction experience
- Good knowledge of UCITS and AIF fund structures
- Understanding of management company structures is a plus
Responsibilities will include:
- Ensuring proper procedures for timely and risk-controlled fund onboarding
- Tailoring project plans to fund structures and tracking progress
- Communicating effectively with internal teams (Legal, Finance, Risk, Compliance, Operations)
- Performing initial due diligence on delegates and liaising with the Oversight team
- Presenting new clients to the Approval Committee and Management Company board for approval
- Managing weekly project calls and deliverables
- Contributing to the development and enhancement of onboarding processes
- Utilizing knowledge of Carne products for cross-selling opportunities
- Coordinating client site visits during onboarding
- Managing operational implementation with delegates and internal teams
- Staying updated on regulatory changes and adapting processes accordingly
- Training new team members as needed
This challenging position requires exceptional organizational skills, attention to detail, and effective communication. As part of our global team, you will contribute to driving business growth through efficient onboarding processes.
We value commitment to excellence, innovation, and diversity, offering a dynamic environment for career development.
We encourage applications from all qualified individuals and are dedicated to creating a diverse and inclusive workplace. If you have a passion for transforming the asset management industry, we want to hear from you
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