Associate, Investment Onboarding

About the role

Portfolio Enablement Services supports the operational readiness of portfolios across the investment lifecycle, covering onboarding and restructures, new fund and product launches, entry into new markets, custodian connectivity, trade routing and settlement and counterparty information. The team links Portfolio Management, Trading, Operations, Technology, global custodians and other service providers, and helps ensure portfolios are correctly configured on Aladdin. As an Associate, you will take ownership of portfolio enablement activities, focusing on the Asia-Pacific region.

Key responsibilities

• Coordinate portfolio lifecycle events such as new fund launches, onboarding and restructures, and set up portfolio configurations and account attributes.
• Partner with global custodians and internal stakeholders to establish market access, standing settlement instructions and trade routing, and manage settlement and counterparty information.
• Coordinate inbound and outbound connectivity with custodians and other providers, including SWIFT and file-based connectivity.
• Monitor daily workflows and controls, investigate issues and escalate implementation or operational risks.
• Identify opportunities to improve scalability, service levels, automation and control effectiveness.
• Contribute to global procedures, cross-training, business continuity and audit readiness.

Required profile

• Typically 2-5 years of relevant experience in investment operations, asset management, custody, securities services or a related financial-services environment.
• Knowledge of the investment lifecycle, financial products, portfolio structures and global market infrastructure, including trade confirmation and settlement.
• Experience supporting Asia-Pacific markets or working within a global operational model.
• Strong analytical, problem-solving and organisational skills, with attention to detail and deadline awareness.
• Strong communication and stakeholder-management skills, with experience collaborating across internal teams and global custodians.

Required skills

• Intermediate to advanced Microsoft Excel, and familiarity with SQL, data analysis or workflow-automation tools.
• Interest in using automation and AI-enabled tools to improve operational outcomes.
• Experience with the Aladdin platform or comparable investment-management technology.

What we offer

• A strong retirement plan, tuition reimbursement and comprehensive healthcare.
• Support for working parents and Flexible Time Off.
• A hybrid model of at least 4 days in the office per week, with 1 day flexible from home.