Onboarding Manager

Makati, National Capital Region

Posted more than 30 days ago

Company:: Nityo Infotech Services Philippines Inc.
Company Description:: Nityo Infotech Corporation is the fastest-growing global IT Services & Solutions Company; headquartered in New Jersey, USA. Our services span from Application Management Outsourcing, Packaged Application Services, Remote Infrastructure Management, Product Development, and Support to higher value-added offerings, including Managed Platform and Product Engineering Services.
Contract Type:: Full Time
Experience Required:: 2 years
Education Level:: Bachelor’s Degree
Number of vacancies:: 1

Job Description

Responsible for three types of onboarding work streams: Client Onboarding (COB), Manager Onboarding (MOB) and Funds Onboarding (FOB).

COB deals with coordinating and project managing the onboarding of prospective clients to receive fiduciary management services. The main stages of the onboarding include Contracting – coordinating the terms and signing the Fiduciary Management Agreement (FMA) and Power of Attorney (POA); Operational Readiness - obtaining and preparing Anti Money Laundering (AML) and Know Your Client (KYC) documentation to allow client investment with asset managers; Custody account set -up.

MOB deals with coordinating legal and tax reviews of asset manager fund documentation including instructing and liaising with external legal counsel, managing and completing proxy voting matters and assisting internal stakeholders with ad hoc legal or tax queries, using the advice of internal legal counsel where required.

Funds Onboarding Funds Onboarding is a work-stream responsible for supporting clients, both new and existing. Funds being a suite of Funds, managed in-house, available to internal and external professional investors.