**Global Alternatives Account Onboarding & Lifecycle - Associate**: Orchestrate end-to-end onboarding and lifecycle management for institutional clients and funds in global alternatives. Key responsibilities: oversee account setup, manage lifecycle events, serve as primary stakeholder contact, coordinate events, assure compliance, and analyze data for continuous improvement. Required skills: strong attention to detail, risk awareness, priority management, flexibility, clear communication, MS Office suite proficiency, and ownership of issues. Preferred qualifications include degrees in commerce/finance, relevant experience, financial acumen, teamwork, and familiarity with digital tools. Location: Mumbai, Maharashtra, India.
Full Job Description
Location: Mumbai, Maharashtra, India
You are a strategic thinker passionate about driving solutions in Global Alternative Account Onboarding & Data Analytics. You have found the right team
As Account Onboarding & Data Analyst within our Global Alternatives Client Onboarding team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
Oversee end-to-end account set-up and ongoing maintenance for institutional clients and mutual fundsManage lifecycle events including asset transitions, terminations, liquidations, and custodian changesServe as the primary point of contact for internal stakeholders across the account and fund lifecycleBuild strong stakeholder relationships and ensure client service needs are consistently metCoordinate with internal teams and external clients to execute events smoothly and efficientlyCommunicate updates, manage expectations, and resolve concerns to maintain operational continuityMaintain accurate and current account documentation aligned to internal policies and standardsEnsure compliance with regulatory requirements and mandatory change-driven updatesIdentify risks across account and fund events and implement mitigation strategies proactivelyImprove processes and procedures through continuous evaluation and global best-practice collaborationPrepare reporting and analyze lifecycle data to identify trends and improvement opportunitiesRequired qualifications, capabilities and skills
Demonstrate outstanding accuracy and attention to detailApply strong awareness of business risk, controls, and compliance proceduresManage competing priorities across immediate and short-term deliverablesPartner confidently with stakeholders at all levels to align priorities and deadlinesRespond quickly to requests and work flexibly under pressure to meet tight deadlinesCommunicate clearly in writing and verbally to support effective client service deliveryBuild strong relationships to drive collaboration across internal and external partiesUse Microsoft Excel, PowerPoint, Word, and Outlook at an intermediate to advanced levelTake ownership of issues and escalate appropriately to prevent service disruptionPreferred qualifications, capabilities and skills
Hold a Bachelors degree in Commerce, Finance, or a related fieldBring experience in account management, fund management, client services, or a similar roleDemonstrate strong understanding of financial products, services, and fund operationsWork independently with minimal supervision while contributing effectively within a team environmentSolve problems proactively and apply strong attention to detail in executionLeverage Asset Management, Investment Banking, or Wealth Management experienceIdentify process improvements and implement changes using digital tooling (e.g., Python, Tableau, Alteryx) Drive global alternatives onboarding, lifecycle events, compliance, and data insights to improve client & fund outcomes. 
