Associate - Onboarding Services - New York
- Employer
- Finance Network
- Location
- New York, USA
- Salary
- competitive
- Closing date
- Mar 28, 2021
View more
- Job Function
- Operations
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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The Associate will be responsible for:
The successful candidate should possess:
Highly competitive compensation including base + bonus is on offer.
For a more detailed discussion in confidence, please apply with your resume.
- Onboarding of new clients and trading counterparties;
- Ongoing client and counterparty relationship management (ie: responding to queries, requests for information etc)
- Performing client/counterparty due diligence via analysis and research of internal and external data
- Managing existing relationships with key stakeholders across the firm's various lines of business
- Coordinating with Accounting, Compliance, Credit, Legal, Operations and Sales for all account set-ups and ad-hoc queries
- Production, review and validation of all client reporting;
- Assisting in/leading project-driven initiatives relating to onboarding processes and systems.
The successful candidate should possess:
- 3+ years' relevant client and counterparty services experience with an asset manager, bank or fund;
- Experience in compliance (ie: KYC), credit risk, due diligence, legal and/or operations all considered;
- Familiarity with legal documentation (ie: ISDA) required;
- Broad working knowledge of Credit, Debt, Equity, FX, Futures/Options and Derivative products;
- Outstanding communication, relationship management and presentation skills;
- Strong academic pedigree from a top school required, Masters preferred.
- Professional certification, ie CFA preferred.
Highly competitive compensation including base + bonus is on offer.
For a more detailed discussion in confidence, please apply with your resume.
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