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Onboarding Assistant - Fund Management (M/F)

Michael Page Portugal

14.01.2025 | Porto | Referência: 2240908


  PARTILHAR






Onboarding Assistant - Fund Management  (m/f)

Referencia: JN -012025-6637291
Adicionado em 14.01.2025
Sobre os nossos clientes
Our client is specialized in strategic consulting, financial advisory and tailored asset management services.

Descriçăo da oferta

The scope of the role is to assist the Onboarding Manager with the onboarding of UCITS and Alternative Funds for a third party ManCo/AIFM. The job can lead to acting as Onboarding Manager.

Description

  • Organize and attend, together with the Onboarding Manager, the kick-off meetings with clients in order to fully understand the structure and type of funds envisaged as well as any details relating to transfers of existing structures
  • Assist with the organization of the Client Acceptance of the Fund by Internal Committee
  • Set up regular onboarding calls with Client and service providers for a smooth implementation of the Funds (the group being the one coordinating for all parties)
  • Assist in ensuring that all operational aspects of the onboarding process are taken into consideration, discussed internally and monitored
  • Assist in ensuring that all regulatory aspects of the onboarding process are taken into consideration and monitored
  • Assist with the coordination of filing to the CSSF (when required)
  • Assist with the coordination of fund passporting of the Fund in countries where marketing is foreseen
  • Ensure smooth transfer to the BAU activities

Profile

  • Approximately 2 years of experience in the Fund/Asset Management Industry
  • Knowledge of a third party management company activities and any type of investment funds would be a plus
  • Fluent in English - German would be a plus
  • Good PC skills
  • Team-oriented
  • Flexible
  • Excellent communication skills
  • Time management and prioritisation skills

Job Offer

A great opportunity for professional growth!



O que procuramos
Onboarding Assistant; Fund Management; English; German
Contacto da Michael Page
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