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Operations Solutions Associate

Coordinate the onboarding of new accounts and manage KYC documentation for counterparties.
Mumbai
Mid-Level
1 month ago
Apollo

Apollo

Apollo provides capital to build and finance the companies of tomorrow, today.

✨ 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.
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Operations Solutions Associate
Mumbai
Operations
About Apollo
Apollo provides capital to build and finance the companies of tomorrow, today.