Investment Onboarding Specialist

About the role

Marsh is looking for an Investment Onboarding Specialist to join its Investments and Retirement team in New York. The role supports the US investment operations of the Direct Investment Unit (DIU), an investment management team that provides multi-asset solutions, funds and separately managed accounts to clients. It works closely with the trading and operations teams in New York and with international DIU colleagues. The position is hybrid, with at least three days a week in the office.

Key responsibilities

• Project manage and coordinate client onboarding, strategy launches/closures and restructures
• Create and oversee end-to-end transition plans and runbooks covering client, data, system, procedural and technology requirements
• Coordinate with operations and external outsourced providers so changes are understood and managed safely
• Support Legal with client documentation (IMAA coordination, letters of authority) and trading/onboarding for new trading agreements and custody/clearing requirements
• Contribute to post-implementation reviews and ensure lessons learned are applied
• Build and maintain relationships with key stakeholders, attend client mandate meetings and escalate issues
• Manage multiple concurrent events such as onboarding, account opening and market opening
• Coordinate with US regulatory and compliance teams on implementation requirements

Required profile

• At least 5 years of relevant investment operations or implementation experience
• Proven experience project managing complex client implementation and transition projects
• Experience managing multiple concurrent projects in a fast-paced environment
• Bachelor's degree in finance, economics or a related field

Required skills

• Strong understanding of investment operations, asset servicing and client onboarding
• Managing relationships with external service providers, custodians and fund administrators
• Familiarity with the US investment management regulatory landscape
• Nice to have: Charles River order management system, Bloomberg and Smart Sheets; asset management background; advanced degree or certifications; awareness of operational system technologies

What we offer

• Base salary range of $68,400 to $136,800, depending on experience, skills and location
• Performance-based incentives may apply
• Health and welfare benefits, tuition assistance, 401K and other retirement programs, and employee assistance programs
• Professional development and a hybrid work arrangement with at least three days in the office