Job Title: Client Onboarding Team Lead

Experience: 5+ years
Location: Kochi (Only)
Job Type: Full-time

Responsibilities

Manage the setup, amendment, and closure of external accounts including custodians, FX brokers, clearing brokers, prime brokers, fund administrators, and transfer agents

Oversee onboarding, maintenance, and offboarding of third-party entities

Handle custody/market onboarding and Exchange Traded Derivative (ETD) account setups

Upload and manage KYC and NAV data in Counterparty Manager (CPM); permission brokers for document access

Respond to Level 1 KYC queries and ensure timely refresh of expiring documents

Lead setup and maintenance of mandates, portfolios, and static data in Aladdin and internal data masters

Manage derivative agreements (Deco), broker configurations, and investment policy updates

Assign compliance rules, configure trade reporting, and maintain compliance lists

Oversee fund lifecycle events: launches, closures, share class updates, and side pockets

Manage Legal Entity Identifier (LEI) creation and renewals

Act as the key point of coordination across internal departments and external stakeholders (brokers, custodians, fund admins)

Must-Have

Minimum 5 years of experience in client onboarding, fund operations, or account setup

Strong understanding of KYC/AML processes, LEI requirements, and documentation standards

Proven experience with Aladdin or similar portfolio management platforms

Excellent communication skills (verbal and written) for interfacing with internal and external stakeholders

High attention to detail and accuracy in managing operational data

Ability to manage multiple tasks and meet tight deadlines in a fast-paced environment

Proficient in Microsoft Excel

Solid understanding of operational risks and internal controls

Good-to-Have

Prior experience leading or mentoring a small to mid-sized team

Familiarity with Counterparty Manager (CPM) and Deco

Understanding of fund structures, trading workflows, and compliance rule setup

Exposure to regulatory and reporting processes related to fund onboarding