Fund Onboarding Vice President
| Company | CAIS |
|---|---|
| Location | Austin, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- 6+ years of experience in project management or operations within financial services.
- Bachelor’s degree in Business, Economics, Finance, or a related field.
- Strong critical thinking, problem-solving, and relationship management skills with an ability to adapt quickly in dynamic environments.
- Proficiency with project management tools (e.g., Airtable, Jira, Asana) and Microsoft Suite.
- Effective communicator with a commitment to continuous learning and professional development.
Responsibilities
- Lead end-to-end project delivery from initiation to completion with minimal supervision, ensuring alignment with client and business objectives.
- Collaborate with clients and internal teams to define project scope, develop strategic solutions, and oversee pre-trade, trade, and post-trade requirements for seamless product onboarding.
- Act as the client liaison, advising on priorities, balancing needs with resources, and managing project documentation to ensure effective tracking and communication.
- Develop in-depth knowledge of CAIS’s products and platform capabilities, staying informed about current functionalities and upcoming enhancements.
- Identify opportunities for process improvements, overseeing requests for automation, configuration, and technical resolutions.
- Support business development efforts, offering expertise during pre-sales to tailor solutions for client needs.
- Maintain project tracking tools and other internal and external resources, including Confluence, SharePoint, and Airtable, to ensure deadlines are met.
Preferred Qualifications
-
No preferred qualifications provided.