Ocorian

General

• Facilitate and deliver on migration of existing and new fund services clients and structures from legacy / manual to strategic architecture (eFront) across multiple fund services locations globally to ensure consistency of experience, processes and scale.
• Ensuring data, system and process set ups are comprehensive and correct in line with global profiles and workflows.
• Work with the team to deliver on a varied portfolio of clients (existing and new) for end-to-end migration and onboarding to strategic system (eFront).
• Set up new existing fund structures in eFront for end-to-end accounting and administration, including but not limited to fund configuration, chart of accounts, accounting data, investor and investment records etc.
• Escalate in a timely manner any data, documentation or procedural issues, internally and with the clients as required.
• Timely delivery of committed dates for onboardings and migrations against the allocated portfolio of existing and new clients.
• Accurate and timely reporting of status to lead for the project.

Senior Solutions Specialist – Fund Services