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- Oversee all aspects of counterparty onboardings and refreshes from end to end.
- Work directly with counterparties to ensure all information is received and circulated.
- Analyse and scrutinize all information received from the counterparty to ensure accuracy.
- Work closely with Compliance, Legal, Risk, Credit, Tax and Trading to ensure onboarding is running smoothly.
- Keep close contact with trading teams and stakeholders to ensure they are informed of the status throughout the entire onboarding process.
- Recommend, develop, and implement solutions to support continuous improvement to processes and procedures.
- Degree in Finance, Business, Legal Studies, and/or similar subject.
- 1-5 years of relevant counterparty onboarding experience, preferably working in financial services, compliance, or legal environment.
- Ability to effectively analyse counterparty information and documentation to facilitate account opening.
- Strong organizational and time management skills; excellent attention to detail.
- Knowledge of financial industry products and trends.
- Strong relationship management skills.
Counterparty Onboarding Specialist - City of London, Greater London, United Kingdom - Ad Idem consulting
Description
Trading Counterparty Onboarding Specialist:
Our client is a global trading firm dealing in Equities, Fixed Income, Derivatives, ETFs, Commodities, FX and Crypto Currencies.
This team is responsible for managing all counterparty onboarding processes from front-to-back to facilitate new trading activity and to improve existing trading activity.
Find out if this opportunity is a good fit by reading all of the information that follows below.
Responsibilities: