Senior Manager - Client Onboarding - Assets/Funds

Senior Manager - Client Onboarding - Assets/Funds - 6+ Years - Mumbai

The role focuses on end-to-end execution of market-facing onboarding and operational setup across multiple asset classes, ensuring accurate configuration, operational readiness, and seamless coordination across stakeholders.

Location - Mumbai.

Your Future Employer - A leading global investment management organization with a strong international presence and long-standing heritage in savings and investments. The organization operates across asset management, life, and wealth businesses, delivering financial outcomes for clients globally.

Responsibilities -

1. Deliver end-to-end onboarding and operational setup across listed assets, cash, FX, and derivatives (OTC & ETD).
2. Perform hands-on configuration of custody, clearing, collateral management, counterparties, markets, instruments, and settlement instructions.
3. Act as operational lead for assigned onboarding events ensuring timely readiness and smooth cutover execution.
4. Conduct pre-go-live readiness checks and ensure all issues are resolved before implementation.
5. Perform post-implementation validation and reconciliations to confirm successful onboarding.
6. Ensure compliance with regulatory frameworks such as FCA, AIFMD, EMIR, SFTR, FATCA, and CRS.

Requirements -

1. 6+ years of experience in investment operations, client onboarding, fund launches, or middle office operations.
2. Strong hands-on experience in operational setup across custody, markets, instruments, and derivatives.
3. Knowledge of global fund structures including UCITS, AIFs, OEICs, and SICAVs.
4. Understanding of asset classes including equities, fixed income, FX, money markets, and derivatives.

What is in it for you -

1. Opportunity to work on complex global onboarding and middle office transformation programs.
2. Exposure to multi-asset class operations across international markets.
3. Hybrid working model with structured learning and career development opportunities.
4. High-ownership role with direct impact on operational readiness and client delivery outcomes.

Reach Us - If you think this role is aligned with your career, kindly write me an email along with your updated CV on [Confidential Information] for a confidential discussion on the role.

Disclaimer - Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate based on race, religion, colour, origin, gender, sexual orientation, age, marital status, veteran status or disability status.

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Keywords - Middle Office Onboarding, Business Solutions, Investment Operations, Client Onboarding, Fund Setup, Asset Servicing, Custody Operations, Derivatives (OTC & ETD), Fund Accounting, IBOR, Operational Readiness, Trade Lifecycle, Asset Management, UCITS, AIF, OEIC, SICAV, Regulatory Compliance, Financial Services, Crescendo Global.