✨ About The Role
- The position involves managing counterparty relationships and coordinating account onboarding processes.
- The role requires maintaining KYC documentation for counterparties as part of the account opening requirements.
- The candidate will assist in the creation of an account data repository and manage trading line communications.
- Responsibilities include liaising with custodians, prime brokers, and counterparties to ensure smooth account management.
- The role also involves tracking and communicating new broker connectivity and compliance approvals.
- Document preparation, including redacting and collating information for stakeholders, is a key task.
- The candidate will work closely with senior members of the Operations Solutions team to ensure timely and accurate execution of tasks.
âš¡ Requirements
- The ideal candidate will have 3-6 years of experience in a complex financial services firm, particularly supporting a markets or trading business line.
- A general knowledge of derivative, prime broker, and FCM trading agreements is essential for success in this role.
- Candidates should demonstrate an understanding of fund structures and the supporting legal documentation required for account management.
- Strong project management and technical skills are necessary, along with the ability to navigate onboarding tools and internal systems.
- The successful individual will be proactive, self-starting, and capable of completing projects with minimal supervision.
- Excellent organizational and documentation skills are required, including the ability to synthesize process narratives and action plans.
- Strong oral communication skills are important for effective collaboration with internal and external stakeholders.
- Attention to detail is crucial, as the role involves managing KYC documentation and account data accurately.