The Portfolio Onboarding & Lifecycle Management (POLM) function is responsible for ensuring the accurate and timely operational setup of new funds and mandates, and manages lifecycle events
Job Summary
The Portfolio Onboarding & Lifecycle Management (POLM) function is responsible for ensuring the accurate and timely operational setup of new funds and mandates, and manages lifecycle events.
Key responsibilities include coordinating operational setup of new DWS funds, managing custody set-up, executing lifecycle events, maintaining process documentation, and partnering with stakeholders.
The role offers exposure to global fund launch and lifecycle management with strong opportunities for growth within DWS Operations, supported by training, coaching, and flexible benefits.
Matching Summary
The Portfolio Onboarding & Lifecycle Management (POLM) function is responsible for ensuring the accurate and timely operational setup of new funds and mandates, and manages lifecycle events.
Skills & Requirements
Must-have
operational setup of new funds
manage custody set-up
execute lifecycle events
maintain process documentation
partner with internal and external stakeholders
Nice-to-have
high initiative and confident decision-making
analytical, solution-oriented mindset
strong team collaboration and communication
high process discipline and attention to detail
Key Requirements
University degree in economics or related field
Experience in onboarding, custodian setup, securities settlement, reconciliation, or fund accounting
Excellent English communication skills
Experience collaborating with internal and external stakeholders