Scaling Fund Onboarding Through Secondments Across 4 Functions

At a Glance

Industry

Fund administration

Problem

New global fund mandates created immediate onboarding demands while internal teams were already operating at full capacity.

Solution

Experienced specialists embedded across fund accounting, administration, compliance and investor relations. , administration, compliance and investor relations.

Client

A global fund administrator, custodian and banking group with a significant presence in Jersey, supporting alternative investment structures across private equity and other asset classes.

Situation

The client had secured multiple new fund mandates from large global investment managers, requiring the rapid onboarding of complex, multi-jurisdictional private equity structures.

It needed experienced support across fund accounting, fund administration, compliance and investor servicing to deliver the new mandates while maintaining existing operations.

The key issues included:

  • Internal teams already operating at full capacity, with no bandwidth for additional work
  • Temporary gaps caused by parental leave across key roles
  • A recruitment timeframe of at least six months for experienced specialists
  • Tight onboarding timelines and strict service-level requirements
  • Immediate risks to new fund delivery and the continuity of existing operations

How We Delivered

We deployed experienced professionals across the client’s key operational functions to support new fund onboarding while providing coverage for existing operations.

Fund accounting

Fund administration

Compliance, including onboarding, KYC and CDD

Investor relations

Delivery Model

We provided professional secondments, embedding multiple specialists directly within the client’s teams. Our resources worked on site as part of the existing structure, reporting into senior leadership across fund administration, fund accounting and compliance.

Outcome and Operational Impact

The client successfully onboarded the new fund structures within the required timelines while maintaining continuity across its existing operations.

The engagement resulted in:

  • Immediate access to experienced professionals
  • Capacity gaps covered across key operational teams
  • Successful onboarding of complex, multi-jurisdictional fund structures
  • Continuity maintained despite temporary internal absences
  • Reduced pressure across fund accounting, administration and compliance
  • Improved service delivery and client experience for the underlying fund managers
  • Day-to-day operations stabilised during peak demand
  • Greater reliability and accuracy across onboarding and fund operations
  • Continued delivery throughout a critical period of growth

Where This Applies

This approach is relevant for fund administrators managing onboarding spikes, new business wins or temporary workforce gaps. It provides experienced support when delivery must be maintained but permanent recruitment cannot meet the required timeframe.

Speak With an Expert

Ali Awan

Co-Founder & COO

Hamza Mehmood

CEO & Co-Founder

Need additional capacity to onboard new funds without disrupting existing operations?

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