Operations Onboarding Specialist - CLM

As a member of the Operations team, you will act as the central coordinator for client events, ensuring smooth execution across multiple stakeholders and outsourced providers. You will provide oversight of account set-ups, custody relationships, and client documentation, while maintaining the highest standards of risk management, compliance, and client service.

This role demands a detail-oriented, commercially astute individual with strong project management skills, excellent stakeholder management, and the ability to work in a fast-paced, global environment.

Key Responsibilities

• Manage and facilitate all client events, including:

  • Onboarding of new clients

  • Custody transfers and in-specie transfers

  • Account transitions and client terminations

• Act as the single point of contact for internal and external stakeholders, including clients, sales, portfolio managers, legal, compliance, risk, custodians, and outsourced service providers.

• Provide oversight of new and existing custody, fund accounting, and transition manager relationships.

• Support daily client queries, ensuring timely, accurate responses across reporting, investment, and operational topics.

• Facilitate regular internal meetings to track client event progress, ensuring all functional teams deliver on their responsibilities.

• Review and provide feedback on investment management agreements and related client documentation.

• Partner with Product Development, Fund Administration, and Funds Client Service to launch new proprietary MSIM vehicles.

• Write and maintain accurate operational procedures for new business post-implementation.

• Ensure appropriate documentation is in place for SSAE18 audits and regulatory compliance.

• Identify and implement process improvements, leveraging technology and workflow enhancements.

• Work proactively with global counterparts, escalating risks and recommending solutions where appropriate.

Skills & Experience Required

• Strong background in Investment Management Operations, with proven experience in client onboarding, transitions, and termination events.

• Solid knowledge of the custody environment, fund accounting, and transition processes.

• Excellent project management and organisational skills able to manage multiple client events simultaneously.

• High level of attention to detail and accuracy in a risk-sensitive environment.

• Strong communication and stakeholder management skills; confident dealing with senior management and external clients.

• Ability to review and interpret investment management agreements and operational documentation.

• Commercial acumen with strong risk awareness and sound judgment.

• Comfortable working in a global, fast-paced environment, coordinating across functions and time zones.

How We Work:

Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.

This is a fixed-term contract full-time position located in London. As the selection and interview process is ongoing, please submit your application in English as soon as possible, if your profile is selected, a member of our team will contact you within 4 weeks. For this role a valid working permit for the UK is mandatory.

Expectations regarding hybrid working: As we are a Service Provider and Consulting firm servicing clients, our policy for physically working from the office (which may be the clients' offices or our own offices depending on the client) aligns to what our clients' policies and expectations are and these vary. Most of our clients now require a minimum of 3 days per week in the office, 2 days from home, and accordingly this is also the minimum expectation that Delta Capita require. However, some of our clients have now moved up to 4 days and even 5 days in the office and we require candidates to be flexible to meet our client demands.

Who We Are:

Delta Capita Group is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualised services for financial institutions for non-differentiating services.

Our 3 offerings are:

• Managed Services

• Consulting & Solutions

• Technology

To know more about Delta Capita and our culture click here: Working at DC - Delta Capita