Luxembourg Job Openings
Ocorian
Onboarding Senior Officer
Luxembourg
FULL TIME
November 6, 2024
Company Description
Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
Job Description
Purpose of the role
To deliver an engaging, seamless and efficient onboarding experience to the investment fund clients of Ocorian across a varied portfolio of fund initiators, while ensuring compliance with both internal and external rules and regulations. Provide training, support, guidance and oversight to junior members of staff.
Main Responsibilities
LI-Hybrid
Qualifications
Knowledge, Skills & Experience
Additional Information
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
Job Description
Purpose of the role
To deliver an engaging, seamless and efficient onboarding experience to the investment fund clients of Ocorian across a varied portfolio of fund initiators, while ensuring compliance with both internal and external rules and regulations. Provide training, support, guidance and oversight to junior members of staff.
Main Responsibilities
- To provide subject matter expertise in initial conversations with prospective new clients for Ocorian’s investment fund services;
- To participate in the review and validation of proposals prepared by Ocorian’s dedicated Business Development team;
- To take responsibility for being the immediate point of contact for new fund client prospects and confirmed new mandates and the organisation of onboarding actions;
- To draft relevant agreements as basis for the contractual relationships with new clients, respectively to adapt existing agreements for changes in scope or other content;
- To present new clients to Ocorian’s New Business Acceptance Committee;
- To assist for the incorporation of new client entities, through interaction with notaries and banks;
- To coordinate the preparation of client’s operating memorandum along with the fund accounting and Investor services teams;
- To assist the Admin/Onboarding team in day-to-day matters of team and workload management;
- To mentor and support the training of more junior members of staff;
- To promptly escalate any issues/risks arising to the Head of Onboarding where appropriate.
LI-Hybrid
Qualifications
Knowledge, Skills & Experience
- Ideally a minimum of 4 years or more relevant experience in the Luxembourg investment funds sector, in particular in legal & onboarding matters;
- Comprehensive understanding and technical knowledge of fund set-up, administration and Know-Your-Customer obligations;
- Good organisational and time management skills, ability to take responsibility for the completion of tasks while staying alert to potential issues that need to be disclosed to the Head of Onboarding;
- Professional manner, demonstrating good interpersonal skills and the ability to respond to clients’ needs; ability to communicate efficiently and in a manner suitable to the client being addressed;
- Ability to draft and review legal documents and agreements on the basis of Ocorian templates;
- Diligence and care in all aspects of the job, in particular with regard to client data and the maintenance of KYC files and records;
- Problem solving – being able to review the situation and determine an alternative course of action to achieve the desired goal;
- Project Management skills
- An interest in financial services/working within a regulated environment.
Additional Information
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
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