Tuesday, October 28, 2025
Phoenix Search

Fund Onboarding Specialist

Posted: 3 days ago

Job Description

About the companyPhoenix Search has partnered with a successful global fund services provider that is currently in growth mode (both organically and by acquisition), with a strong reputation and significant assets under management.The OpportunitySeeking a Fund Onboarding Specialist to join their talented and expanding division in their Dublin office.Work with a diverse and exceptional portfolio of clients.Join a personable and collaborative Onboarding team that all work collaboratively.Enjoy hybrid working with flexible work options.Excellent career development opportunities, including lateral moves and global mobility.Access to professional learning supports.Focus on culture, supported by an active Sports & Social Committee.Strong commitment to CSR, with initiatives supported from CEO level down, including a Charity Committee.Competitive package including a strong base salary and benefits.Ideal for candidates looking to progress, excel, and take initiative.ResponsibilitiesAssist with the end-to-end onboarding of new funds, ensuring processes are executed accurately and efficiently.Support the development of tailored project plans aligned with each fund structure, tracking progress and key milestones.Coordinate with internal teams — Legal, Finance, Risk, Compliance, and Operations — to ensure smooth onboarding delivery.Conduct initial due diligence on service providers and support the Oversight team with delegate assessments.Prepare materials for internal approval committees and respond to queries to facilitate timely sign-off.Participate in regular project calls, tracking deliverables and maintaining clear communication with stakeholders.Contribute to process improvements within the onboarding framework.Assist with operational setup with delegates, ensuring adherence to SLAs and internal standards.Monitor and communicate relevant regulatory developments affecting onboarding processes.Requirements2–5 years’ experience in fund onboarding, implementation, or client-facing operations within the funds industry.Understanding of UCITS and AIF structures, and basic knowledge of management company operations.Experience supporting complex onboarding projects or client operations.Strong client-facing and communication skills, comfortable liaising with internal teams.Good analytical, organisational, and presentation skills.Proficiency in English (additional European languages such as French, German, or Mandarin advantageous).Collaborative, adaptable, detail-oriented, and proactive in learning and process improvement.

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