Job Details


VP, Real Assets Client Onboarding

Title: VP, Real Assets Client On-boardingJob ID: KB3871586Our client is a specialist in providing financial services to alternative investment funds, investors, multinationals and private clients worldwide. The Real Assets Fund Services group is seeking an experienced candidate to lead our Real Assets Client On-boarding team. This specialized team of professionals are subject matter experts on Real Assets investment management operations, as well as the processes & technologies that support those functions. The Client On-boarding Team is responsible for managing the accounting & reporting setup, systems configuration, and related data migration to start formal client operations. The successful candidate will work to structure this team to optimally meet current and future client on-boarding projects, establish policies and procedures on how the team operates, and work with other functional teams (Fund Accounting, Operations, Investor Relations) to entrench best practices within our global on-boarding model. The successful candidate will be expected to learn and develop expertise in all aspects of the on-boarding process, system configuration, and fund accounting, as well as participate in firm-wide initiatives and thought leadership.Responsibilities: Manage and execute high priority client fund on-boarding initiativesContribute to the continuous improvement of the global standard operating model for the team and related functional groups/business partners.Preparation of client service plans including; assessing client fund servicing needs, securing adequate resources to set up the account, selecting the technology solutions best suited for the services.Assist with the development of on-boarding and transition plans for new client on-boarding, and develop best practice models for service delivery.Act as the liaison between Client staff & Accounting/Operations to on-board clients to technology systems, including Yardi Voyager Investment Management Team Management:Manage a team of 6 highly motivated, client on-boarding specialists across the global organizationPlan resources in line with business demands, participate in the recruitment and selection process, lead, coach, develop and appraise employees within the team.Establish plan for new client setup and transitions.Keep Senior Management abreast of all material issues affecting the processing deliverables.Implement training and coaching initiatives.Qualifications:Candidates must have a minimum of a bachelor’s degree in either of the following or related fields: Accounting, Finance, Information Systems; CPA or CFA preferredDemonstrated successful delivery of complex projects5-10 years real estate and/or private equity experienceExperience in developing/implementing/optimizing business processesStrong leadership skills and supervisory experience.Analytical and integration experience involving complex data sets.Public/private accounting experience, predominantly in the real estate & alternative investment sectorsExperience in reviewing real estate operations and financial statements (Fair Value, GAAP, IFRS)Experience in performance reporting – NCREIF, GIPS (AIMR)Knowledge of local statutory reporting requirements across North American and Europe a plusKnowledge and experience in real estate accounting systems (Yardi, Investran, etc.). Yardi Investment Management module experience highly preferredStrong team player who exhibits excellent communication and written skillsStrong sense of ownership and accountability of work productLocation: remote start but onsite in downtown Toronto eventuallySalary/compensation: flexible depending on experiencePerks & benefits: excellent benefits including RRSP matchingFor more information about TEEMA and to consider other career opportunities, please visit our website at

Job Category:  [ View All Jobs ]
Experience (years): Unspecified
Job Location: Toronto, ON Canada
Job Location Zip/Postal Code M5J 1A6
Posting Company Type Employer
Post Date: 08/07/2020 / Viewed 3 times
Contact Information
Company: TEEMA

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