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Manager Investor Review & Onboarding Team 1 1

Alter Domus Alter Domus

Saint Helier, Jersey

Hybrid

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Manager Investor Review & Onboarding Team 1 1

ABOUT US:

We are Alter Domus. Meaning “The Other House” in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. 

With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. 

Find out more about life at Alter Domus at careers.alterdomus.com  


JOB DESCRIPTION

As the Project Manager for the Fenergo Implementation, you will be responsible for overseeing the transition from a manual Excel-based process to a workflow managed regulatory technology platform, Fenergo, within the Investor Review & Onboarding Team. You will lead a team of four, ensuring that the implementation is executed efficiently, meets local and group Compliance requirements, and enhances the overall client and investor experience. Your role will involve collaboration with various stakeholders, including Compliance, other jurisdictions supporting the implementation and the Fenergo development and implementation teams, to ensure a successful rollout of the new system.

Your key responsibilities include:

  • Change Management: Develop and implement change management strategies to facilitate the transition from a manual Excel-based process to the Fenergo platform. Address potential resistance to change through effective communication and support initiatives.
  • Project Leadership: Lead the existing Investor Review & Onboarding Team through the implementation of Fenergo, ensuring effective collaboration and performance throughout the transition process.
  • Process Mapping and Design: Analyse existing onboarding and compliance processes, and design optimised workflows for the team to utilise the Fenergo platform and enhance efficiency and compliance.
  • Stakeholder Engagement: Collaborate with internal stakeholders, including Compliance, and operations, to gather requirements, address concerns, and ensure alignment throughout the implementation period.
  • Risk Management: Identify potential risks associated with the implementation and develop mitigation strategies to address them proactively.
  • Compliance Assurance: Ensure that the Fenergo implementation aligns with Jersey legal and regulatory requirements, including AML, KYC, and other Compliance mandates.
  • Monitoring and Reporting: Establish key performance indicators (KPIs) to measure the success of the implementation and provide regular updates to senior management on implementation  progress.
  • Post-Implementation Support: Oversee the transition to post-implementation support, ensuring that any issues are addressed promptly and that the team is equipped to manage the new system effectively.

YOUR PROFILE

  • Educational Background: Bachelor’s degree in Business Administration, Finance, Compliance, or a related field. A Master’s degree or relevant certification (e.g., Project Management Professional (PMP), Agile Certification) is a plus.
  • Experience: Minimum of 5 years of experience in project management within the financial services sector, with a focus on compliance, client onboarding, or regulatory processes. Experience with Fenergo or similar client/Investor lifecycle management systems is highly desirable.
  • Regulatory Knowledge: Strong understanding of AML, KYC, and other regulatory compliance requirements relevant to the financial services industry.
  • Leadership Skills and People Skills: Proven ability to lead and motivate teams, fostering a collaborative and high-performance culture. You have a track record of building and leading strong teams; you have the requisite training and skill set to increase skills and productivity within the team. You exhibit a strong team spirit and are adept at building robust relationships within the business, while also taking the initiative when necessary.
  • Analytical Skills: Strong analytical and problem-solving skills, with the ability to assess complex processes and identify opportunities for improvement.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to engage and influence stakeholders at all levels.
  • Organisational Skills: Highly organised and detail-oriented, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Technical Proficiency: Proficient in project management tools and methodologies, as well as familiarity with compliance and onboarding software solutions.

Join Alter Domus and play a key role in transforming our Investor Review & Onboarding processes through the successful implementation of Fenergo. Your expertise will help us enhance our service delivery and compliance capabilities, ultimately benefiting our clients and stakeholders.

WHAT WE OFFER:

We are committed to supporting your development, advancing your career, and providing benefits that matter to you. 

Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. 

Our global benefits also include:

  • Support for professional accreditations such as ACCA and study leave 
  • Flexible arrangements, generous holidays, birthday leave
  • Continuous mentoring along your career progression 
  • Active sports, events and social committees across our offices 
  • Support with mental, physical, emotional and financial support 24/7 from our Employee Assistance Program 
  • The opportunity to invest in our growth and success through our Employee Share Plan 
  • Plus additional local benefits depending on your location 

Equity in every sense of the word:

We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong. 

We celebrate our differences, and understand that our success relies on diverse perspectives and experiences, working towards shared goals and a common purpose. Thanks to the work of our Group DE&I Committee and network of DE&I Champions, we empower all of our people to be truly invested in the alternative.  

We are committed to ensuring an inclusive recruiting and onboarding process. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you. 

(Alter Domus Privacy notice can be reviewed via Alter Domus webpage: https://alterdomus.com/privacy-notice/)

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