Bulge Bracket Investment Banks

Posted 3 days ago

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**Asset Management - Client Onboarding Analyst** oversees new account onboarding and lifecycle events for investment accounts in Metro Manila. drives project execution, stakeholder alignment, and high-quality documentation. Manages account-related projects, builds project plans, and leads stakeholder meetings. Requires 2+ years in asset management operations, strong communication, and interpersonal skills. Coordinates cross-functional workstreams and delivers against deadlines. Experience in AI-powered analytics and process automation is preferred. Promotes collaboration, continuous improvement, and ownership.

Compensation: Not specified
City: Manila
Country: Not specified

Full Job Description

Location: Metro Manila, National Capital Region, Philippines

Make an impact by helping deliver seamless onboarding and change events for investment products. You will coordinate cross-functional stakeholders, manage timelines, and keep documentation and governance on track. This role offers broad exposure across operations, investment teams, and custody partners. You will help ensure changes are delivered with quality, transparency, and control awareness. Join a team that values collaboration, continuous improvement, and ownership.

Job summary

As a Client Onboarding Analyst in the Client Onboarding Management Team, you will coordinate new account onboarding and account lifecycle events by driving project execution, stakeholder alignment, and high-quality documentation. You will help ensure initiatives are delivered within agreed timeframes while proactively identifying risks, escalating issues, and supporting continuous improvement.

Job responsibilities

Coordinate new account onboarding activities for investment accounts, including onboarding checklists, account opening information, and required setup documentation

Manage account lifecycle events such as mergers, liquidations, closures, in-specie transfers, and custody changes, ensuring accurate tracking and timely completion

Drive account-related projects supporting investment and operational solutions for new business opportunities

Build and maintain project plans, process flows, and runbooks to translate business requirements into executable deliverables

Schedule, lead, and document regular stakeholder meetings, tracking actions to completion across concurrent workstreams

Provide clear status updates to stakeholders, highlighting milestones, dependencies, and risks

Escalate issues in a timely manner and support root cause analysis and resolution tracking

Develop, review, and maintain functional procedures and project management tools to support consistent delivery

Review implementation outcomes and identify opportunities to improve process efficiency and ways of working

Required qualifications, capabilities and skills

At least 2 years of experience in asset management operations, wealth management operations, or investment banking operations

Demonstrated experience coordinating cross-functional workstreams and delivering against deadlines in a time-sensitive environment

Strong verbal and written communication skills, with the ability to present status clearly to stakeholders across varying seniority levels

Strong interpersonal skills with a track record of building effective working relationships with business stakeholders and external partners

Demonstrated ability to adapt to changing priorities and maintain high-quality delivery in demanding, time-sensitive situations

Preferred qualifications, capabilities and skills

Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

Coordinate investment account onboarding and events while promoting cross functional delivery, documentation, and risk awareness.

Full Job Description