Client Onboarding Analyst - Lake Mary, FL

Only for registered members Lake Mary, FL, United States

1 month ago

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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.

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