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New Business/Onboarding Specialist

Man Group
Boston, MA
Full-time
Part-time

Support the Firm’s new business initiatives and ensure the Operations infrastructure is in place in time to take-on new business.

Specific responsibilities :

  • Initiate and ensure completion of technical and operational set-up for new funds and managed accounts.
  • Work with the Business and Client to ensure any specific requirements are met.
  • Ensure Fund Data Integrity of security and Fund Reference Data within internal systems.
  • Engage with external parties to agree workflows, documentation required, account requirements, trade and statement communication.
  • Complete launch questionnaires distribute launch updates as required.
  • Work with other internal departments to answer queries as they arise.
  • Assist in launching new products and services.
  • Reviews and resolves pre-settlement and post-settlement discrepancies utilizing multiple systems, email and any other means of communication with client and / or broker to ensure timely settlement.
  • Knowledge of corporate action processing and impact analysis of such events.
  • Ensure due process is conducted on requests and is compliant with internal and external controls and audit.

Technical Competencies :

  • Proven experience in Operations within an investment management firm / investment bank / hedge fund
  • Previous client facing, middle office or operations financial services experience
  • Experience on boarding new clients and working with providers
  • Previous corporate action experience
  • Previous trade matching and trade settlement experience
  • A strong understanding of financial markets and best practices
  • Self-motivated and responsive to a constantly changing environment
  • Strong communication skills both client facing and internally
  • Ability to highlight potential problems or delays to management
  • Excellent written and oral communication skills

Core Competencies :

Excellent Client Service (Internal & External) : Speaks the client language. Understands the client. Shows empathy with the client.

Shows personal responsibility and is accountable. Manages the client’s expectations. Exceeds client’s expectations.

Delivers Professional & Ethical Standards : Applies Man Group ethics and values. Demonstrates a positive attitude. Globally oriented.

Business aware. Seeks to continuously enhance own relevant skills. Works comfortably in an entrepreneurial environment. Ensures compliance.

Effective Team Working : Valued and sought after as a team member. Recognises others.

Our Culture, Values and Benefits at Man

Man Group is proud to provide the best working environment possible for all of its employees, and we are committed to equal opportunities.

At Man Group we believe that a diverse workforce is a critical factor in the success of our business and this is embedded in our culture and values.

There are a number of external and internal initiatives, partnerships and programmes that help us to attract and develop talent from diverse backgrounds and that encourage inclusion and diversity across our firm and the industry.

Man Group is a Signatory of the Women in Finance Charter and the Race at Work Charter. Man Group is also a Disability Confident Committed employer;

if you require help or information on reasonable adjustments as you apply for roles with us, please contact .

Man Group supports many charities, and global initiatives. We support professional training and development, and requests for flexible or part-time working.

Employees are also offered two 'Mankind' days of paid leave per year as part of the Man Charitable Trust's community volunteering programme.

We offer comprehensive, firm-wide employee benefits including competitive holiday entitlements, pension / 401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave.

Additional benefits are tailored to local markets and may include private medical coverage, discounted gym membership and wellbeing programmes.

24 days ago
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