Institutional Client Onboarding Analyst

About the role

The Institutional Client Onboarding Analyst works closely with Sales Relationship Managers, Service Relationship Managers, international institutional clients, consultants, custodians and internal teams to onboard and maintain accounts for international institutional investors. The role combines project management, operational problem‑solving and process improvement for accounts that trade in overseas equity markets.

Key responsibilities

• Manage onboarding of new institutional segregated and fund accounts.
• Serve as subject‑matter expert on international institutional funds and separately managed accounts.
• Research and resolve operational issues, collaborating with cross‑functional groups.
• Support Relationship Managers with complex client service requests.
• Assist Operations Team Leader in training, workflow management and peer review of sensitive items.
• Design, document and implement workflows and process improvements for account additions, withdrawals, set‑up and changes.
• Document non‑standard operational issues for international market trading and brokerage relationships.
• Coordinate with international custodians to support trading, implementation and operations.
• Monitor compliance requirements and develop related policies and procedures.
• Facilitate contract negotiations between clients and internal teams, including Legal and Senior Management.

Required profile

• Bachelor’s degree or equivalent experience.
• Minimum 5 years experience in institutional financial operations or onboarding.
• Experience with fund sub‑distributor or database platform support (preferred).
• Strong qualitative and quantitative analytical abilities.
• Excellent project‑management experience.
• Outstanding verbal and written communication skills.
• Ability to adapt quickly in a fast‑paced team environment.

Required skills