Job Description

Overview 
We are seeking a highly organized, detail-oriented professional to join our Client Onboarding team in 
India as part of a Center of Excellence. This role will support onboarding and project coordination 
activities across Separately Managed Accounts (SMAs), Funds of One, and other structures with a 
primary focus on internal execution, documentation, tracking, and meeting support. 
The ideal candidate will bring strong project coordination skills, excellent written communication, and 
the ability to manage multiple workstreams in a structured and efficient manner. This role will work 
closely with internal stakeholders across legal, compliance, operations, investments, finance and 
technology to help keep onboarding activity organized, documented, and progressing on time. 
Key Responsibilities 
1. Project Coordination & Execution Support 
• Help maintain weekly trackers and status reports across onboarding and launch workstreams. 
• Prepare and update project timelines, milestone trackers, and follow-up logs 
• Support overall project management efforts to help ensure deliverables are completed on time 
• Escalate delays, gaps, or risks to the appropriate team members so projects remain on track 
2. Documentation & Materials Preparation 
• Prepare questionnaires, meeting materials, internal/external decks, and other supporting 
documents for onboarding and launch activity 
• Organize key project information, requirements, and action items in a clear and consistent 
format 
3. Meeting Support & Follow-Through 
• Join internal and selected external calls to capture notes, summarize key takeaways, and 
document decisions 
• Prepare agendas in advance of meetings and circulate follow-up action items afterward 
• Track action items across stakeholders and help drive timely completion 
• Ensure discussions and requirements are clearly documented for internal teams 
5. Growth Path 
• After sufficient shadowing and training, begin to lead internal coordination calls for 
straightforward single-strategy SMA onboarding processes 
1 
• Over time, take on greater ownership of end-to-end internal coordination for simpler 
onboarding workstreams 
Qualifications 
• 6 - 8 years of experience in project coordination, onboarding support, business analysis, or 
related operational roles within asset management, wealth management, or financial services 
• Familiarity with SMA structures, Funds of One, and mandate launch processes preferred 
• Experience supporting credit strategies and insurance strongly preferred 
• Strong organizational skills with the ability to manage multiple projects and deadlines 
simultaneously 
• Strong written and verbal communication skills 
• Detail-oriented with a commitment to high-quality work 
• Proficiency in Microsoft Office Suite, especially PowerPoint, Excel, and Word 
• Analytical, proactive, and comfortable working independently in a fast-paced environment.