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Tier-1 brand and Mumbai location increase competition; senior, niche onboarding expertise reduces applicant pool.
Requires deep asset management, fund structure, and regulatory experience, limiting cross-industry transferability.
Explicit seniority, domain-specific fund and regulatory requirements, and leadership experience make shortlisting highly restrictive.
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Lead and manage a team of Onboarding Specialists handling client and fund onboarding activities including fund launches, mandate closures, and operational transitions.
Own the end-to-end process of onboarding new mandates and managing asset transitions ensuring robust, scalable, and flexible operating models across the investment value chain.
Drive supplier governance, risk assurance, process improvements, and stakeholder engagement to enhance client satisfaction and operational efficiency.
10-12 years of experience with at least 8 years in senior leadership overseeing client onboarding, fund launches, and operational transitions.
Professional Degree or Post Graduate qualification or equivalent.
Deep knowledge of global fund structures (UCITS, AIFs, OEICs, SICAVs) and asset classes including equities, fixed income, derivatives, FX, and money markets.
Experience with operational platforms like BRS Aladdin, outsourced service models, automation technologies, and project management methodologies.
Proven ability to lead and develop geographically dispersed, cross-functional teams within financial services onboarding and operational functions.
Strong strategic and operational expertise in managing complex onboarding, fund launch initiatives, and asset transitions in an international investment management environment.
Experienced in stakeholder management across internal teams, clients, custodians, third-party providers, and familiar with regulatory compliance in fund onboarding processes.