At a Glance
- Tasks: Manage fund onboarding processes and ensure timely, risk-controlled implementation.
- Company: Join Carne Group, a leader in the funds industry with a global presence.
- Benefits: Dynamic work environment, skill development, and opportunities for career growth.
- Why this job: Be part of an innovative team transforming the asset management industry.
- Qualifications: 5-7 years in fund onboarding or CRM roles; strong project management skills.
- Other info: Diverse and inclusive workplace encouraging applicants from all backgrounds.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Exciting new opportunity for a funds professional looking for a new role in our global Onboarding team in Carne Group.
Minimum Requirements
- 5-7 years' experience working in a fund onboarding, fund implementation or CRM role in the funds industry
- Proven project management skills
- Previous presentation experience essential
- Fluency in English is essential, other languages advantageous i.e. French, German or Mandarin
- Strong experience with client and management interaction
- Good knowledge of UCITS and AIF fund structures
- Understanding of management company structures is advantageous
Responsibilities
- Ensure proper and adequate procedures are in place to ensure Funds are taken on in a timely and risk‑controlled manner
- Tailor project plans to the relevant Fund structure, maintain and track progress through the project plan
- Ensure effective communication with all relevant internal functions in relation to onboarding, e.g., Legal, Finance, Risk, Compliance, Operations etc.
- Ensure initial due diligence on delegates is performed and liaise with the Oversight team to complete in a timely manner
- Present new client to the Approval Committee and Management Company board (where required) for approval and ensure any queries from the Committee are resolved to support final sign off from the committee and board
- Coordinate weekly project calls with all parties, manage deliverables and ensure closure of action points
- Involvement in the development and enhancement of the onboarding processes
- Be highly knowledgeable on the various Carne products and utilise cross‑selling opportunities during the onboarding process
- Where relevant, coordinate Client on‑site visits to Carne during the onboarding phase
- Coordinate operational implementation with delegates i.e., Administrator/Depositary, Investment Manager and Distributor – ensure SLAs and processes are agreed before launch and signed off by relevant internal departments
- Coordinate operational implementation within the Carne teams
- Keep up to date with regulatory change impacting Fund / Management Company / AIFM structures and assist in the development of new procedures / processes where required
- Ensure the global onboarding team are informed of any local regulatory change / change in internal process that could impact client onboarding
- Participate in training of new team members (as required)
Competencies
- Client‑centric focus: Motivated by customer‑facing environments, understanding their needs, and providing a good service
- Effective Communication: Communicates effectively, engaging with others in a warm and professional manner
- Analytical (attention to detail): Analyzes and understands relevant and complex information and data to draw appropriate insights
- Quality: Motivated to produce accurate, quality, and timely work output
- Strategic Focus (Problem‑Solving): Thinks strategically, thrives on innovation, considers the wider picture to identify new approaches to enhance business impact
- Drive and Motivation: Highly motivated and driven, able to focus on what needs to be achieved and enthuses others to do this
- Adaptability: Adapts approach and responds effectively to different situations, people and new opportunities
- Resilience: Works well managing competing priorities, bounces back quickly from setbacks in a positive and constructive manner
About Carne Group
Carne Group has established itself in the funds industry with $2tn in AUM supported by 600+ staff and four regulated management companies. Together with a large team of industry specialists, Carne serves more than 650+ traditional and alternative asset management clients from key fund jurisdictions and financial hubs including Ireland, Luxembourg, Zurich, Lisbon, London, New York, Cayman and Channel Islands. Excellence and innovation are central to Carne’s work and we are committed to attracting and retaining the best talent to deliver an unrivalled service to our clients. Whilst working with Carne, you will be provided with opportunities to develop your skills and experience by working in a dynamic, innovative, and multicultural environment where exciting careers are built. We love hearing from anyone who is enthusiastic about changing the asset management industry.
Not sure if you meet all the requirements? Let us decide! Research shows that members of other under‑represented groups tend not to apply to jobs when they think they may not meet every qualification, when in fact, they do! At Carne we are committed to creating a diverse and inclusive environment and strongly encourage you to apply.
Fund Onboarding Manager employer: Carne Group
Contact Detail:
Carne Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fund Onboarding Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the funds industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to fund onboarding and project management. We recommend doing mock interviews with friends or using online platforms to boost your confidence.
✨Tip Number 3
Show off your presentation skills! Since previous presentation experience is essential, make sure to highlight any relevant experiences during interviews. We want to see how you can engage and communicate effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing enthusiastic candidates who are keen to join our dynamic team at Carne Group.
We think you need these skills to ace Fund Onboarding Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in fund onboarding and project management. We want to see how your skills align with what we're looking for, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the Fund Onboarding Manager role and how your background makes you a perfect fit. We love enthusiasm, so let it show!
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your application reflects your ability to engage professionally. Whether it's through your writing style or examples of past interactions, we want to see that you can connect with clients and colleagues alike.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and submit your materials!
How to prepare for a job interview at Carne Group
✨Know Your Funds Inside Out
Make sure you brush up on your knowledge of UCITS and AIF fund structures. Being able to discuss these in detail will show that you’re not just familiar with the terms, but that you truly understand how they work, which is crucial for a Fund Onboarding Manager.
✨Showcase Your Project Management Skills
Prepare examples from your past experiences where you successfully managed projects. Highlight how you tailored project plans and ensured timely delivery while managing risks. This will demonstrate your ability to handle the responsibilities of the role effectively.
✨Practice Your Presentation Skills
Since previous presentation experience is essential, rehearse presenting a mock onboarding process or a case study. This will help you feel more confident and articulate during the interview, especially when discussing how you would present new clients to the Approval Committee.
✨Engage with Effective Communication
During the interview, focus on demonstrating your client-centric approach and effective communication skills. Use examples that showcase how you’ve engaged with clients and internal teams in a warm and professional manner, as this is key to succeeding in the role.