Associate - Onboarding Services - New York

New York, USA
03 Mar 2021
28 Mar 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
The Associate will be responsible for:
  • 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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