Onboarding Team Overview

Onboarding Team coordinates various largeaccount events at the firm by interacting with both internal and external
counterparties, including but not limited to various groups in Operations,
Portfolio Management, Business Development, Trading, Legal, Technology,
custodians, prime brokers, transition managers, and clients. Onboarding works
to ensure completion of all deliverables prior to event via various proprietary
workflow and management tools. Onboarding is responsible for coordinating
communication and managing expectations related to updates to the business
pipeline and pending events to all levels of the firm, as well as managing and
tracking key milestones to ensure client expectations are met regarding their
specific event.

Events managed by OBT:

·Fund and SMA launches

·Strategy Changes

·In-Kind Transfer events

·Terminations

·New Brok...