Client Onboarding, Managed Service
Eagle Partners (International) Company Limited
Hong Kong, Hong Kong

Our client is the global Investment Management Software company and they are looking for an enthusiastic individual to join their Client Onboarding (Managed Service) team : -

Responsibilities :

Be the client’s main point of contact for implementation related to Outsourced Middle and Back Office Services

Consult with client to incorporate their current and desired business processes with Enfusion software solutions, with a focus on operational efficiency and maintaining best practices.

Troubleshoot reconciliation, P&L and accounting issues including instrument set-up, valuation, pricing, and general ledger reconciliation

Work closely with internal teams including conversion, software implementation, development and OMBO to ensure a smooth transition for new Services clients

Work with 3rd parties to request proper reporting, and create internal reconciliations

Prioritize and escalate issues when needed and keep clients informed of progress and manage expectations.

Keep management updated with the current status of daily deliverables, projects, and how they impact overall business goals

Maintain accurate project and task-level status in internal project management systems

Identify gaps in functionality and work with product management to enhance our products

Develop and maintain implementation best practices, document procedures, standards, best practices, and assist with improving and automating existing processes.

Requirements :

Bachelor’s degree in Finance, Accounting, Economics, Financial Math or related field

Experience in Middle / Back Office support role at a Hedge Fund, Prime Broker or Fund Administrator.

Strong understanding of industry standards and market best practices and how they relate to respective markets

Project Management experience

Previous client-facing experience (preferably investor / hedge fund clients)

Detail-oriented and analytical

Ability to handle and prioritize multiple tasks and work independently

Excellent verbal and written communication skills


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