Manage onboardings with counterparties to deadlines provided; escalation point of contact for other analysts
Amend trading agreements (ISDA, MSFTA, MRA, Futures, Swaps Clearing, etc.)
Maintain milestone updates on open requests for transparency and metrics reporting & complete core tasks such as completion of regulatory adherences on behalf of clients
Coordinate documentation and communication between clients, the firm, and counterparties
Act as a control to ensure required information has been provided by clients
Maintain records across systems (Salesforce, HighGear, S&P Global platforms, etc.)
Lead analysis exercises (client optimization, broker/instrument utilization)
Partner with stakeholders to scale business and identify areas of opportunity or education
Work with vendors on capability enhancements and issues to drive transformation
Maintain up to date knowledge of industry and regulatory developments, changes with respect to counterparties and derivative reforms

Minimum 4 years buy or sell-side experience in derivatives onboarding
Bachelor’s degree in business, economics, finance, or related field
Experience in derivatives onboarding across core OTC instruments (bilateral and cleared)
Expertise in investment management operations and workflow processes; change management a plus
Ability to synthesize, condense and convey complex information to key stakeholders in clear, digestible terms
Experience in successfully training others in Derivatives Onboarding requirements
Service oriented; ability to balance policy standards with a business perspective
Strong business judgment and analytical skills; Tableau experience preferred
Deadline focused, with the ability to manage and prioritize multiple projects and issues concurrently
Ability to identify, research and resolve unfamiliar issues
Ability to work autonomously as well as within a team environment
Demonstrated success leading projects and working effectively in working groups; ability to clearly define a business problem and create a solutions roadmap

Health and wellbeing
Dental
Vision
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Senior Derivatives Onboarding Analyst

Key skills