Onboarding Analyst

Are you ready to be a part of a dynamic fintech company that's reshaping the private markets landscape? We are on a mission to empower investors with innovative solutions that unlock the potential of alternative asset classes. Through cutting-edge technology, we're revolutionizing how investors manage and navigate their portfolios. Aligned with our core values of Commitment, Connection, Change, and Challenge, we're seeking a skilled Onboarding Analyst.

**Position Overview**:
The Onboarding Analyst will be responsible for the onboarding of new and existing clients, with a focus on our major wins across the US, Europe and Asia. Our clients typically provide us with information in large data sets which requires manipulation & extraction in order to provide an efficient, quick and effective onboarding. This role will include a focus on continuously improving the efficiency and accuracy of our onboarding processes using data and technology. The Onboarding Analyst will have experience in the investment management industry, working with large data sets, be deadline driven and have excellent communication skills with the ability to communicate clearly & effectively with clients and internal teams.

**Responsibilities**
- Engage with New & Existing clients to improve the IDR onboarding experience.
- Provide exceptional customer service to our clients via written & video calls.
- Develop and implement efficient processes to better onboard new and existing client information in bulk.
- Utilize advanced problem-solving capabilities using Excel, SQL, and VBA Manipulate, cleanse, and extract data from excel and PDF packs to facilitate a quick and effective onboarding process.
- Track the status and timelines of all client onboardings from start to finish.
- Manage Data projects of all sizes, manage data projects plans and drive deliverables.
- Communicate clearly and professionally with clients and internal teams involved in servicing the client.
- Continuously improve the efficiency and accuracy of onboarding processes using your expertise in Excel, data analysis, and technology.
- Prepare department Management information to give insight into team output, capacity and process improvements.Conduct platform demos to showcase our service and highlight key features and benefits.

People
- Work efficiently and accurately within defined processes.
- Proactively lead process and system improvements in order to maximize efficiency.
- Identify training needs and skills required.

Work closely with all the relevant teams within IDR to onboard clients

System
- Support the use of technology in all processes in order to control risk and improve efficiency.
- Understand the system design and how it is applied.

Lead on suggesting technology improvements in pursuit of efficiency and to minimise the time clients spend during the onboarding phase

**Skills and Qualifications**:

- Must be highly numerate and analytical
- Data Analyst experience or recent graduate from a mathematics or data related degree
- Strong/Advanced Excel skills
- Excellent attention to detail
- Problem-solving capability using advanced Excel or SQL
- Strong interpersonal skills and relationship building skills. Be confident explaining reports to senior stakeholders
- Have a proactive and 'can-do' attitudeResourcefulness - ability to find information and ask the right questions to gain information/data

Preferred to have:

- Prior experience in the Finance industry but not essential.
- Self-starting attitude and capable of working with light supervision.
- Previous knowledge of KYC & Corporate Structures would be advantageous but not essential

**Working shift pattern**

2pm - 10pm Monday - Friday with flexibility as needed (evening shift allowance is applicable)

Being part of the #IDRTeam provides a collaborative and inclusive work culture that values innovation, diversity, and the four pillars of Commitment, Connection, Change, and Challenge.

We are a scaling business which is not for everyone. We are building as we go and we believe we are creating something remarkable. If you are excited by the prospect of creating something great, with a talented group of people, then IDR is you next great decision.

**Benefits**:

- Competitive compensation package.
- Hybrid work options.
- Opportunities for professional growth and career advancement.