Job Description

0 - 2 Years
1 Opening
Chennai

Role description

Role Overview

We are seeking a detail-oriented and proactive

Junior Analyst - Client Onboarding

to support the

end-to-end setup, maintenance, and closure of mandates, portfolios, and client accounts

across internal systems. The role requires strong organizational skills, data accuracy, and the ability to work effectively in a fast-paced operational environment. You will play a key role in ensuring smooth onboarding processes and compliance with internal and regulatory standards.

Key Responsibilities

Manage the

setup, amendment, and closure of mandates and portfolios

in

Aladdin

and internal data management systems. Perform

static data maintenance

and ensure accuracy of client and portfolio information. Create and maintain

portfolio groups, broker configurations

, and

derivative agreements

in Aladdin (Deco). Execute

fund manager updates

,

investment policy changes

, and assignment of

portfolio compliance rules

. Configure and maintain

trade reporting

and related operational parameters. Coordinate with internal stakeholders to ensure timely completion of client onboarding tasks. Ensure compliance with internal controls,

KYC/AML

standards, and data governance requirements. Monitor onboarding metrics, resolve exceptions, and escalate issues where required. Maintain audit trails and documentation for all onboarding activities. Contribute to

continuous process improvement

initiatives to enhance onboarding efficiency and accuracy.

Skills & Competencies

Strong understanding of

client onboarding operations

,

account setup

, and

static data management

. Familiarity with

KYC

,

AML

, and

regulatory documentation

requirements. Proficiency in

Microsoft Excel

(data management, lookups, basic formulas). Excellent

attention to detail

and accuracy in data validation. Strong

organizational and multitasking

skills to manage high transaction volumes. Good understanding of

operational risk and compliance principles

. Effective

communication and collaboration

skills to work with internal stakeholders across functions. Analytical mindset with the ability to identify process gaps and recommend improvements.

Preferred Qualifications

Bachelor's degree in

Finance, Business Administration, Accounting, or related discipline

. 1-3 years of experience in

client onboarding

,

investment operations

, or

financial data management

. Experience working with

Aladdin

,

Deco

, or similar portfolio management systems. Prior exposure to

asset management

,

operations

, or

middle-office processes

. Familiarity with

regulatory and compliance frameworks

in financial services.

What You'll Be Like

Meticulous and detail-oriented, ensuring accuracy in every task. Organized and capable of prioritizing multiple onboarding activities simultaneously. Analytical and solution-oriented, with the ability to troubleshoot issues effectively. Collaborative and adaptable to dynamic operational needs. Driven by quality, compliance, and client service excellence.

Skills

Client onboarding,KYC,AML

About UST

UST is a global digital transformation solutions provider. For more than 20 years, UST has worked side by side with the world's best companies to make a real impact through transformation. Powered by technology, inspired by people and led by purpose, UST partners with their clients from design to operation. With deep domain expertise and a future-proof philosophy, UST embeds innovation and agility into their clients' organizations. With over 30,000 employees in 30 countries, UST builds for boundless impact--touching billions of lives in the process.