We are seeking an Onboarding Specialist to join our Client Lifecycle Management (CLM) team for a large-scale Know Your Client (KYC) project with a leading financial institution.

This position offers a great opportunity to be part of our fast-growing business within the CLM department, working with some of the world's top financial institutions. The ideal candidate will demonstrate an entrepreneurial spirit, a pragmatic approach, and flexibility as we expand this business area.

Primary Responsibilities

• Facilitate all client events, including onboarding, terminations, custody transfers, in-specie transfers, and related activities.
• Support clients daily with queries related to reporting and investment decisions.
• Oversee setup and maintenance of custody, fund accounting, and transition manager relationships.
• Serve as the main contact for internal and external parties, including clients, sales, portfolio managers, legal, compliance, risk, operations, custodians, and other service providers.
• Coordinate internal client meetings, ensuring all groups are informed and tasks are performed.
• Work closely with outsourced operations to ensure timely account setup and updates.
• Liaise with CRM and clients to meet expectations.
• Review investment management agreements and related documentation.
• Collaborate with Product Development, Fund Administration, and Client Service teams to establish new proprietary vehicles.
• Draft procedures for new business after implementation.
• Maintain up-to-date procedural documentation.
• Obtain approvals before funding, transitions, or account closures.
• Prepare documentation for SSAE18 audits.
• Recommend process improvements, including workflow and technology enhancements.
• Work proactively with global teams, identifying risks and escalating issues appropriately.

Skills Required

• Experience in Investment Management Operations, especially transition events.
• High attention to detail.
• Strong organizational and project management skills.
• Good business judgment and risk awareness.
• Knowledge of the custody environment.
• Excellent communication skills.
• Ability to interact with various internal and external stakeholders, including senior management.

Additional Information

Delta Capita is an equal opportunity employer. We encourage applications from qualified candidates regardless of age, race, gender, disability, or other protected statuses. We provide reasonable accommodations for candidates with disabilities during the application and interview process.

This is a fixed-term or permanent, full-time position based in London. The selection process is ongoing; please submit your application promptly. A valid UK work permit is required.

Hybrid Working Policy: Most clients require a minimum of 3 days in the office per week, with some requiring up to 5 days. Candidates must be flexible to meet client demands.

About Delta Capita

Delta Capita Group is a global provider of managed services, consulting, and technology solutions for financial institutions, aiming to reinvent the financial services value chain. Our offerings include Managed Services, Consulting & Solutions, and Technology. Learn more about our culture here.