Overview
We are seeking a PM Onboarding & Readiness Associate to support and strengthen our PM Onboarding & Support function. Reporting to the lead of this function, this role will own day-to-day tracking, reporting, and coordination across the PM onboarding and readiness process. You will work directly with Portfolio Managers, Front Office COOs, and Technology to ensure an effective and efficient onboarding and while promoting successful PM support.
This role begins with onboarding and readiness. As this critical function matures, scope is expected to expand into other parts of the function. An ideal candidate is someone who wants to create structure where little exists yet: a strong communicator, highly organized, financially literate, and energized by making complex, cross-team processes run predictably. You will sit at the center of how BAM brings new portfolio managers online and how support is delivered to them.
Responsibilities
Portfolio manager onboarding & readiness
- 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
Readiness & support metrics
- 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.
Pre-trade technology readiness
- Maintain access, entitlement, and training checklists; help confirm a new portfolio manager's technology is ready before they go live.
- Track open items across owners and surface exceptions early.
- Coordinate across Front Office and Technology to ensure goal alignment and accountability.
Process design, documentation & taxonomy
- 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.
Launch & handoff coordination
- 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