Investor/ Client Onboarding
7 days ago
About the ClientARA’S client is a leading IT solutions provider, offering Applications, Business Process Outsourcing (BPO) and Infrastructure services globally through a combination of technology knowhow, domain and process expertise. Over the years we have left an indelible impression in the IT solutions domain with an impressive clientele and an extensive global presence. Our integrated solutions offering is aimed at creating value for our customers, helping them in improving their business processes with minimum hassles and capital outlays. Role OverviewAs a Client Onboarding Specialist, you will play a critical role in managing and executing the end-to-end client onboarding process for alternative asset managers and institutional investors. This position requires a strong blend of client service, operational execution, and compliance oversight.You will be responsible for reviewing documentation, performing KYC/AML checks, coordinating across internal teams, and ensuring seamless onboarding for clients across Private Equity, Hedge Funds, Private Credit, and Real Estate structures. Key ResponsibilitiesFacilitate end-to-end client onboarding, ensuring adherence to regulatory, operational, and contractual requirements.Capture and validate investor and account details through client information forms and supporting documentation.Cordinate KYC/AML, FATCA, and CRS due diligence reviews in collaboration with Compliance and Legal teams.Review and process subscription documents, offering memoranda, and fund documentation.Liaise with internal teams (Legal, Compliance, Fund Accounting, Reporting, and Technology) to ensure timely account activation.Maintain accurate records and provide periodic updates on onboarding status to stakeholders.Ensure operational readiness for account creation, funding, and trade setup.Support the transition from onboarding to investor servicing and reporting teams to ensure a smooth client experience.Contribute to process improvement initiatives, documentation, and workflow automation to enhance onboarding efficiency.Professional & Technical SkillsMandatory:12+ years of experience in client onboarding, investor relations, or KYC operations within the financial services or asset management industry.Strong knowledge of KYC/AML, FATCA, and CRS regulatory frameworks.Excellent communication skills (written and verbal) for client and internal coordination.High attention to detail with the ability to validate data and documentation accurately.Proven ability to manage multiple client cases in a fast-paced environment.Preferred:Exposure to alternative investment products (Private Equity, Hedge Funds, Real Estate, Private Credit).Familiarity with onboarding and workflow systems such as Fenergo, Appian, or iMeta.Experience collaborating with Fund Accounting, Compliance, or Operations teams.Working knowledge of MS Office Suite (Excel, Word, PowerPoint).Strong analytical mindset and a proactive approach to problem-solving.QualificationsBachelor’s degree in Finance, Business Administration, Commerce, or related field.Certifications in Client Onboarding, Compliance, or Financial Services preferred.Understanding of fund structures and investor documentation processes will be an advantage.
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Implementation Specialist
1 week ago
Davangere, India Soarswell Consulting Full time🌍 We’re Hiring: Client Success Engineer – Implementation Full-time On site, Hyderabad As a Client Success Engineer, you will own the design and execution of scalable technical solutions during complex client onboarding and late-stage sales engagements. You’ll act as a trusted technical advisor, bridging discovery and delivery to ensure long-term...
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Implementation Specialist
7 days ago
Davangere, India Soarswell Consulting Full time🌍 We’re Hiring: Client Success Engineer – Implementation Full-time On site, Hyderabad As a Client Success Engineer, you will own the design and execution of scalable technical solutions during complex client onboarding and late-stage sales engagements. You’ll act as a trusted technical advisor, bridging discovery and delivery to ensure long-term...
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Investment banking analyst
2 weeks ago
Davangere, India Magma Consultancy Full timeLocation: RemoteExperience: 2–3 yearsAbout the RoleWe’re hiring an Investment Banking Analyst with 2–3 years of experience in investment banking, corporate finance, or transaction advisory. This role is hands-on: you’ll be expected to build financial models from scratch - DCF, LBO, merger models, comps, and precedent transaction analyses—not...
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US Business Tax Manager
4 weeks ago
Davangere, India USA Tax Gurus LLC Full timeJob Profile: US Business Tax Manager (Remote)Job Summary: USA Tax Gurus LLC, is a remote US Tax and Accounting firm, seeking a highly skilled and experienced Certified Public Accountant (CPA) and Enrolled Agent (EA) to join our team. The ideal candidate should possess excellent social skills to communicate with US clients, have in-depth business tax...
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Davangere, India Whatjobs IN C2 Full timeJob Title: Braze Consultant Shift: 5 PM - 2 AM Notice Period: Immediate or 15 days) We’re looking for an experienced Braze Consultant to lead the setup and optimization of customer engagement programs at Eclerx. The ideal candidate will bring strong expertise in Braze, marketing automation, and stakeholder management. Key Responsibilities: Strategize and...
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Davangere, India Natureland Organics Full timeLocations: Karnataka, Gujarat, MP, Chennai💼 Role Overview:As a Sales Professional, you will play a key role in expanding our footprint across markets. You’ll develop and execute sales strategies, build lasting relationships with distributors and retailers, and drive strong revenue growth for the brand.🚀 Key Responsibilities:Develop & implement sales...
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Senior Quality Assurance Engineer Lead
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Davangere, India NextHire (Part of Algotale Group) Full timeJob Title: Quality Engineering LeadLocation: Chandigarh, IndiaTo apply, fill out this Google formhttps://forms.gle/kiAWDXmUa9JFsfv68About the RoleWe are looking for an experienced Quality Engineering Lead to drive the strategy, execution, and continuous improvement of quality assurance across diverse client engagements. This role blends technical expertise,...
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Backend engineer — data
5 days ago
Davangere, India Branch International Full timeBranch OverviewImagine a world where every person has improved access to financial services. People could start new businesses, pay for their children’s education, cover their emergency medical bills – the possibilities to improve life are endless.Branch is a global technology company revolutionizing financial access for millions of underserved banking...
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Salesforce Developer
4 weeks ago
Davangere, India Pinnacle Group, Inc. Full timeAbout Pinnacle Pinnacle Group is a premier staffing and workforce solutions provider, delivering innovative services to clients worldwide. Leveraging multiple enterprise-scale implementations, including Salesforce and MuleSoft, we optimize supplier management and integration processes to drive efficiency and client success, empowering our team to shape the...
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Lead engineer
2 weeks ago
Davangere, India Houndstooth Strategic Communications Full timeRole: Staff/Lead DeveloperLocation: Remote (Anywhere in India only)Shift time: 2 pm - 11 pm ISTCompany: Houndstooth SC ( size: 8Availability to join: Immediate to 15 daysJob Summary:We are seeking a highly skilled and motivated Staff Engineer / Lead Developer to lead our e commerce development initiatives. The ideal candidate will possess deep expertise in...
