Alter Domus India | Client Onboarding Officer

Key responsibilities

• As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions.
• 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.
• The Client Onboarding Support Officer is responsible for executing day-to-day onboarding tasks in support of the broader Client Onboarding team.
• This role focuses on completing assigned onboarding activities accurately and on time, supporting Senior Officers and Project Managers in delivering a consistent and high-quality client experience across Private Equity, Real Assets, Private Credit, and Loan Agency & Administration products.
• Execute client setup activities including folder creation, CRM updates, SFTP configuration, distribution list setup, and bank setup coordination.
• Update and maintain onboarding checklists, trackers, and status reports on a regular basis.
• Support data migration activities by tracking progress, flagging discrepancies, and updating relevant logs.
• Assist with client transition tasks as directed by Senior Officers or Project Managers.
• Perform quality checks on onboarding documentation to ensure completeness, accuracy, and proper filing.
• Assist with the preparation and organisation of deal documents, including LPAs, credit agreements, fee letters and other legal agreements (Master Servicing Agreements).
• Communicate task updates clearly and in a timely manner to Senior Officers and Project Managers.
• Maintain accurate and up-to-date project artifacts (onboarding trackers, checklists, and reporting dashboards).
• Support the preparation of status reports and onboarding dashboards as directed.
• Set up and maintain onboarding frameworks including folder structures, checklists, and required system setup activities (e.g., CRM, SFTP, distribution lists, bank setup, branding, platform liaison).
• Track and coordinate legal and closing documentation, including governing documents, agreements, fee letters, and closing sets, ensuring completeness and accuracy.
• Maintain onboarding trackers and checklists to support Senior Officers and Project Managers with accurate status visibility.
• Support for professional accreditations such as ACCA and study leave.
• Collect, review, and submit KYC/AML documentation (entity data, ownership structures, tax forms) in line with internal compliance workflows.
• Follow up with internal teams on assigned open items and outstanding deliverables to keep onboarding tasks on track.
• Attend and take notes during kickoff meetings, status calls, and team check-ins as directed.
• Escalate issues, blockers, or delays to the appropriate team member as soon as they are identified.
• Reporting & Process Adherence
• Adhere to established SOPs, templates, and process standards for all onboarding activities.
• Collect, process, and submit KYC documentation while supporting CAC requirements and internal compliance workflows.
• Follow up with internal teams (Legal, Compliance, Operations) on open items and deliverables to meet agreed timelines.

Requirements

• 0 to 1 years of work experience in client services, onboarding, loan operations, financial services, or an equivalent support role in a growth company.
• Exposure to Private Equity, Real Assets, Private Credit, or Loan Agency & Administration is a plus.
• Basic understanding of KYC/AML documentation and onboarding processes.
• Strong attention to detail with the ability to manage multiple tasks in a deadline-driven environment.
• Proficiency in Microsoft Excel and PowerPoint; experience with project management or tracking tools is a plus.
• Reliable, organised, and able to follow established processes with a high degree of accuracy.
• Communication: Provides clear and timely updates to team members and escalates issues appropriately.
• Shows a willingness to learn and actively develops skills toward greater responsibility over time.

Alter Domus

Alter Domus is a Luxembourg-headquartered provider of administration services to private markets and alternative investment managers. Its services cover fund administration, AIFM and depositary services, corporate services, loan agency and loan services, and technology and data tools such as fund accounting, investor management and portfolio data management. In India its teams are based in Hyderabad.

Its openings in India have been in Hyderabad. They have covered fund accounting for real estate and private credit funds, from fund accountant to senior fund accountant and fund services manager, along with reconciliation officers and managers, billing, client onboarding, corporate governance and delivery roles, and some positions serving EMEA clients.

• Industry: Fund and corporate services for alternative investments: fund administration, AIFM and depositary services, loan agency, fund accounting and corporate services
• Headquarters: Luxembourg
• In India: Hyderabad, Telangana