Jobs · OTHR · New York

Client Onboarding Senior Officer (Night Shift) 1

Alter Domus · New York, United States · 3 wk ago
HybridOTHR$70k–$80k/yrVolunteer
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID/requisition numbers as headings. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Include a section ONLY when posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless posting actually states them. Prefer a few substantive sections over many thin ones. We need to parse the posting. The posting includes: - About Us (company description) - The Role (description) - What You Will Be Doing (list of duties) - Essential What We Are Looking For (requirements/qualifications) - Helpful, but not required (nice-to-have) - Base salary range: $70,000 - $80,000 per year. - What We Offer (benefits) - Then EEO statement etc (remove). We need to map to sections: About the role (maybe "About the role" heading), Responsibilities (duties), Requirements (essential qualifications), Qualifications (maybe same as Requirements?), Skills (maybe helpful but not required?), Benefits (What We Offer), Pay (Base salary range), Schedule (not mentioned, so omit). Also "About Us" could be part of "About the role"? The instruction: use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should have headings exactly those strings if content exists. We need to decide which sections to include based on content. - About the role: we have "The Role" description (paragraph). That's substantive. So include

    About the role

    with paragraph(s) from The Role. - Responsibilities: we have "What You Will Be Doing" with bullet-like paragraphs (multiple duties). So include

    Responsibilities

    with
    • items for each duty. - Requirements: we have "Essential What We Are Looking For" list of requirements. So include

      Requirements

      with
      • . - Qualifications: maybe we could combine with Requirements? But we have separate "Helpful, but not required" which could be Qualifications or Skills. The instruction says we can have Qualifications and Skills sections. We could put "Helpful, but not required" under Skills (or Qualifications). Since they are helpful but not required, they are more like "Preferred qualifications" or "Skills". We'll put them under Skills. - Benefits: we have "What We Offer" with bullet list of benefits. So include

        Benefits

        with
        • . - Pay: we have base salary range. So include

          Pay

          with paragraph. - Schedule: not mentioned, so omit. - About Us: maybe could be part of About the role? But we have separate "About Us" description of company. Could we include as part of About the role? The instruction says use headings e.g. About the role, Responsibilities... Not About Us. But we could incorporate About Us into About the role section as prose. However we must preserve all substantive information. So we need to include the About Us description somewhere. Could we put it under About the role heading? That heading is about the role, not about the company. But we could still include it as part of that section's content. The instruction doesn't forbid adding extra content under a heading as long as it's relevant. The heading "About the role" could include both role description and company overview? Might be stretching. Better to create a separate section? But allowed headings list does not include "About Us". However we could treat "About the role" as encompassing both role and company? The instruction says use

          for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive list? It says "use

          for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. So we should not add other headings like About Us. We need to incorporate About Us content somewhere else, maybe under About the role as a preamble. That seems acceptable. Thus structure:

          About the role

          [About Us paragraph(s) + The Role paragraph(s)]

          Then

          Responsibilities

          • each duty from "What You Will Be Doing"
          Then

          Requirements

          • each essential requirement
          Then

          Skills

          • each helpful but not required item
          Then

          Benefits

          • each benefit from "What We Offer"
          Then

          Pay

          Base salary range: $70,000 - $80,000 per year.

          We must not include Schedule. We must remove boilerplate: EEO statement, privacy notice, etc. Also remove duplicated lines, application instructions (none). Also remove "Helpful, but not required" heading? We'll keep content under Skills. We need to preserve all substantive information: ensure we don't lose any details. Let's extract content. About Us paragraph: "Alter Domus, the strategic partner that unleashes growth in private markets through expertise, powered by data and technology, administers $3.9 trillion in assets on behalf of clients across private equity, private debt, real estate and infrastructure, placing it among the largest fund administrators serving the alternative investment industry. With over 7,000 colleagues across 23 jurisdictions, the firm combines global reach with deep sector expertise and proprietary technology to help clients scale with confidence in an increasingly complex private markets landscape. Founded in 2003, the firm brings more than two decades of specialist experience to one of the fastest-growing segments of the global financial industry — a market on course to nearly double in size over the next five years." The Role paragraph(s): "This is a programme with a defined destination. You will join a small cohort of Analysts & Associates in New York, begin building your knowledge of the alternative investment industry, and work alongside senior sales professionals on live commercial opportunities. The value of that is apprenticeship: you will develop an understanding of how origination actually works, and how a sales process is run end to end — from first contact to signature — guided by people who do it every day. It is a skill set that is very hard to get access to at this stage of a career. We are being specific about that because it shapes how the programme is structured and the learnings that come from that. Your first eight weeks are foundational training — fund structures, the NAV and capital call cycle, private credit and real assets mechanics, and how a fund CFO actually evaluates an administrator.From month three you are introduced to live conversations in your senior sales partner's coverage area — learning to research the accounts, observing and supporting the outreach, and sitting in the meetings where the conversations happen that follow.As you progress and build confidence, you will begin to take on more of the process yourself — developing accountability in our commercial organisation; contributing to campaigns end to end, learning how to run the advance meeting programme for a major conference, and beginning to support your senior sales partner through discovery, scoping and proposal.There are formal reviews at regular intervals throughout the programme, and you will always know where you stand and how you are performing against objectives." We can combine these into one or two paragraphs. Keep as prose. Now Responsibilities: "What You Will Be Doing" includes multiple bullet-like paragraphs each starting with a bold heading? Actually the text: "In-Depth Research Begin to produce written account briefs on prospective clients: fund family and vintage history, strategy, assets under management, current fundraising status, incumbent service providers, key finance and operations personnel, and recent market events.Support the production of support packs on live opportunities ahead of client meetings, pitches and RFP responses.Monitor market data and regulatory sources — Preqin, PitchBook, With Intelligence, SEC filings and the trade press — to develop your ability to identify new fund launches, mandates and changes in service provider relationships.Learn to track and report on trends in your coverage area, including new fund launches and competitor activity, and contribute a written point of view to the commercial team each quarter." Then "Technology and AI Enablement ..." Then "Supporting the Senior Sales Team ..." Then "Developing your partner network ..." Then "Campaign Execution ..." Then "Conferences and Events ..." We need to turn each of these into list items. Each section has multiple sentences; we could make each bullet a sentence or combine. The instruction: use
          • for any list of duties/requirements/benefits. So we should create list items for each duty. Could break each sentence as separate li. But we need to preserve all substantive information; we can combine multiple sentences into one li if they belong to same duty heading. Safer to make each heading as a li containing the sentences. Thus: - In-Depth Research: Begin to produce written account briefs on prospective clients: fund family and vintage history, strategy, assets under management, current fundraising status, incumbent service providers, key finance and operations personnel, and recent market events. Support the production of support packs on live opportunities ahead of client meetings, pitches and RFP responses. Monitor market data and regulatory sources — Preqin, PitchBook, With Intelligence, SEC filings and the trade press — to develop your ability to identify new fund launches, mandates and changes in service provider relationships. Learn to track and report on trends in your coverage area, including new fund launches and competitor activity, and contribute a written point of view to the commercial team each quarter. - Technology and AI Enablement: Be introduced to a best-in-class commercial technology stack — Salesforce, Outreach, Preqin — and develop the habit of using it deliberately rather than incidentally. Learn to apply our approved AI tools across your day-to-day work: account research, first-draft briefs, list building, meeting preparation and follow-up, so your time goes into judgement to deliver outcomes rather than assembly. Start to build AI into your own workflow — prompt well, check every output against primary sources, and never send work that you have not verified. Observe and contribute to the standard for how the commercial team uses these tools, and share what works with the wider cohort so everyone learns together. Leverage AI in everything you do — grow into our Commercial Champions and Evangelists. - Supporting the Senior Sales Team: Assist in researching and learning to prioritise prospective clients across your senior sales partner's coverage area, so their outreach starts with the right accounts and a real reason for them to call. Build the raw material for that outreach — drafted messaging, call notes and talking points anchored on real market events — then track responses, flag warm signals and help secure first meetings, which you attend. - Developing your partner network: Start to build your own network of peers at the firms that sit alongside our clients — law firms, audit and accounting firms, tax advisers, consultants and placement agents. Be an ambassador for Alter Domus. Track where those relationships intersect with your coverage area, and identify referral and co-introduction opportunities from them. Attend industry and professional networking events, and maintain the contacts you make there. Keep your network alive and ever green. Represent Alter Domus credibly in those conversations, and build your own professional profile and brand alongside it — including a considered presence on

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