PM Onboarding & Readiness Associate

Responsibilities

• Run pre-launch intake logistics for incoming portfolio managers and their trading teams; keep readiness tracking and milestone status current through go-live.
• Track blockers to closure and escalate aging items to the Lead with the context needed to resolve them.
• Produce clear, current readiness reporting across the onboarding pipeline.
• Work with business leadership to define per-business standards and best practices, including trainings, offerings, and on-going support.
• Compile and maintain the monthly readiness & support scorecard.
• Track and report the function's KPIs — Day 1 readiness rate, technology-readiness exceptions, time-to-trade blockers, handoff metrics, and recurring blocker categories.
• Turn tracker data into clean summaries and visuals leadership can act on.
• Maintain access, entitlement, and training checklists; help confirm a new portfolio manager's technology is ready before they go live.
• Coordinate across Front Office and Technology to ensure goal alignment and accountability.
• Document how intake, handoffs, ownership, and escalation work; write and maintain runbooks.
• Help maintain the support taxonomy and routing references used across the firm's technology and support teams.
• Spot recurring gaps and propose process improvements — build repeatability where today's work is manual.
• Coordinate handoff checklists so new portfolio managers and their teams transition cleanly into ongoing support.
• Prepare and follow up on the standing cross-functional readiness check-ins; track action items to closure.

Qualifications

• Must-haves:
  • 2–5 years of experience; early-career with a strong trajectory.
  • Financial services exposure required — buy-side preferred; sell-side acceptable depending on the role and exposure.
  • Exceptional communication and interpersonal skills — coordinates comfortably across technical and business stakeholders and holds their own in the room.
  • Ownership mindset — takes initiative and drives items to closure without task-by-task direction.
  • Structured problem-solving — breaks down ambiguous, cross-functional problems into root causes and a clear plan.
  • Strong organizational and analytical skills; comfortable working with data (Excel / BI); turns messy inputs into clear structure.
  • Strong writer — produces clear process documentation, runbooks, and reporting.
  • New York based; in office.
• Nice-to-haves:
  • Exposure to hedge-fund or front-office operations, or PM/trader support.
  • Familiarity with onboarding, project coordination, or service/support operations.
  • Willingness to learn light Python/SQL to work with the function's pipeline tooling — learnable on the job, not required at hire.
  • Experience building or maintaining process documentation, taxonomies, or KPI reporting.
  • Experience using AI and LLM tools to automate tasks is preferred.