Assistant Manager

Location: NYC | Employment Type: Full-time / Contract | Reports To: Program Manager

About the Role

Responsible for reviewing private fund subscription documents—including subscription agreements, side letters, AML, and tax forms—to ensure accuracy and completeness. Manages document intake, categorization, and data entry within Anduin and Appian, maintains status logs, prepares final document packages, and supports investor onboarding. Coordinates with internal teams, responds to client inquiries, executes test scripts for new fund launches and system updates, manages user access requests, and maintains an up-to-date issue tracker.

Responsibilities

• Accurately intake, review, and categorize subscription, AML, and tax documents using the Anduin and Appian platforms.
• Maintain up-to-date status trackers and communication logs to ensure full visibility of onboarding progress.
• Coordinate effectively with internal teams and engage Customer’s counsel only when required.
• Ensure all data entry is completed accurately and in accordance with established standards.
• Collate, prepare, and execute final document packages for investor onboarding.
• Provide clear documentation and timely responses to Customer inquiries.
• Execute test scripts for new fund launches, bug fixes, and enhancement releases.
• Maintain a current issue tracker reflecting all open, ongoing, and resolved items.
• Process requests to add or remove users from Anduin in a timely manner.
• Conduct analysis and perform test script execution to support ongoing project work.
• Maintain proficiency with document management systems (DMS) and collaboration tools.
• Support the migration of documents between systems as part of digital transformation initiatives.
• Generate reports and dashboards from documentation systems for leadership reviews.
• Identify gaps in existing documentation processes and recommend improvements.
• Standardize documentation workflows to drive efficiency and reduce rework.
• Ensure best practices for documentation governance are followed across teams.

Requirements

• Bachelor’s degree in business administration, Finance, or a related field.
• 5+ years of hands-on experience in documentation management, drafting, or content governance roles.
• Strong experience with Microsoft Office Suite (Word, Excel, PowerPoint), SharePoint, Confluence, or similar platforms.
• Prior working knowledge of Anduin and Appian will be an advantage.

Skills

• Mandatory:
  • Strong knowledge and experience in Subscription Review processes.
  • In-depth understanding of Private Wealth Management operations.
  • Excellent analytical and problem-solving skills.
  • Proficient in process improvement methodologies.
  • Excellent organization and multi-tasking skills.
  • Strong analytical thinking and problem-solving abilities.
  • High level of accuracy and commitment to quality.
  • Proactive communication and stakeholder management.
• Preferred:
  • Familiarity with regulatory requirements in the financial services industry.
  • Experience with project management tools and software.
  • Ability to work in a fast-paced environment and manage multiple priorities.
  • Knowledge of data analysis and reporting tools.

About Mphasis

Mphasis applies next-generation technology to help enterprises transform businesses globally. Customer centricity is foundational to Mphasis and is reflected in the Mphasis’ Front2Back™ Transformation approach. Front2Back™ uses the exponential power of cloud and cognitive to provide hyper-personalized (C=X2C2TM=1) digital experience to clients and their end customers. Mphasis’ Service Transformation approach helps ‘shrink the core’ through the application of digital technologies across legacy environments within an enterprise, enabling businesses to stay ahead in a changing world. Mphasis’ core reference architectures and tools, speed and innovation with domain expertise and specialization are key to building strong relationships with marquee clients.

Pay

Salary range: $74,500 to $135,000