Client Onboarding Analyst - Lake Mary, FL
1 month ago

Job summary
This role is a junior-to-mid level operations position supporting the Alternative Investments onboarding team.Responsibilities
- Onboarding & Fund Setup: Manage end-to-end onboarding from documentation review through account activation, including fund setups and validation activities.
- Operations & Controls: Create and validate CUSIPs, audit setup data, and ensure strong operational controls and compliance throughout the process.
Job description
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