Ji Won Oh

Alternative Investment Client Onboarding (COB)

• Lead onboarding and operational risk oversight for alternative investment structures, including infrastructure and private equity funds.
• Manage onboarding for approximately 10 monthly close funds and ~50 exchange funds per quarter, ensuring timely execution and regulatory compliance.
• Coordinate Legal, Compliance, and client teams to resolve documentation requirements and meet time-sensitive close deadlines.
• Ensure audit readiness and adherence to regulatory and KYC requirements across complex client structures.
• Identify process gaps and implement workflow improvements to enhance turnaround time and operational accuracy.
• Facilitate front-to-back coordination across stakeholders to support institutional client lifecycle needs.

• Reduced document errors and operational exceptions by improving onboarding workflows and release processes.
• Implemented tracking and reporting tools that enhanced visibility into document upgrades and streamlined processing.
• Developed dashboards to monitor Digital Onboarding adoption and operational performance metrics.
• Collaborated with Legal, Compliance, Engineering, and business teams to enhance platform functionality and increase user adoption.
• Analyzed onboarding data trends and identified improvements that increased new trust account openings.
• Supported strategic initiatives to optimize client onboarding experience and drive platform utilization.

• Ensured compliance with project agreements, enhancing reporting transparency and data integrity.

• Increased digital engagement and organic traffic through SEO strategy and data-driven content optimization.
• Developed and implemented digital marketing strategies for various campaigns.
• Managed social media accounts to enhance brand visibility and engagement.
• Analyzed website traffic using Google Analytics to inform marketing decisions.