Legal Counsel – Investment Onboarding
About this role
Legal Counsel – Investment Onboarding
As an Investment Manager Onboarding Associate, you will coordinate the review, completion, and execution of the documentation required to onboard investment managers. You will work with internal teams, investment managers, custodians, banks, and other external parties to keep each implementation moving and ensure stakeholders complete the required actions within agreed timelines.
The Role
- Incorporate key client, investment, and operational details into agreements and related documentation for the investment of retirement plan assets.
- Review client documentation, including plan documents, trust agreements, and investment policies, in connection with AML and KYC requirements.
- Coordinate the legal, investment, administrative, and operational review of formal agreements required for investment manager implementation.
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