Derivatives Onboarding Senior Analyst
About The Position
The Derivatives Onboarding Senior Analyst role within the Client Integration platform is responsible for coordination of counterparty trading documentation and onboarding for complex requests. They prioritize and complete their pipeline of onboardings, driving our team’s agenda with the dealers while managing our counterparty relationships, and acting as a knowledgeable resource regarding the status of each request. In addition to being responsible for a rolling book of requests, the Senior Analyst is expected impact on the team and key stakeholders' groups by supporting management in strategic delivery. Additional responsibilities include transformation work through technology solutions, vendor tools and relationship management. Supporting the team and firm by providing education and cross training related to Derivatives Onboarding are also core role attributes. Being team lead for targeted sell-side counterparty relationships is also a primary responsibility.
Requirements
- Minimum 4 years buy or sell-side experience in derivatives onboarding.
- Bachelor’s degree in business, economics, finance, or related field
- Experience in derivatives onboarding across core OTC instruments (bilateral and cleared) is required
- Expertise in investment management operations and workflow processes; change management a plus
- Ability to synthesize, condense and convey complex information to key stakeholders in clear, digestible terms at varying levels of familiarity
- Experience is successfully training others in Derivatives Onboarding requirements
- Service oriented; ability to balance policy standards with a business perspective
- Strong business judgement and analytical skills; tableau experience preferred
- Deadline focused, with the ability to manage and prioritize multiple projects and issues concurrently
- Ability to identify, research and resolve unfamiliar issues
- Ability to work autonomously as well as within a team environment
- Demonstrated success leading projects and working effectively in working groups; ability to clearly define a business problem and create a solutions roadmap is strongly preferred
Responsibilities
- Manage onboardings with counterparties to deadlines provided; are escalation point of contact for other analysts
- Amend trading agreements (ISDA, MSFTA, MRA, Futures, Swaps Clearing, etc.) to maintain account exhibits
- Maintain milestone updates on open requests for transparency and metrics reporting & complete core tasks such as completion of regulatory adherences on behalf of clients
- Coordinate documentation and communication between clients, the firm, and counterparties
- Act as a control to ensure required information has been provided by clients to facilitate Investment Director’s instrument toolkit
- Maintain records across systems (Salesforce, HighGear, S&P Global platforms, etc.)
- Lead analysis exercises (client optimization, broker/instrument utilization) in partnership with Trade Coordination and Counterparty Risk groups
- Partner with stakeholders to scale business and identify areas of opportunity or education
- Work with vendors on capability enhancements and issues to drive transformation
- Maintain up to date knowledge of industry and regulatory developments, changes with respect to counterparties and derivative reforms, and analyzing the impacts they will have on Wellington and trading documentation
- Nurture our sell-side counterparty relationships to maximize partnership
Benefits
- retirement plan
- health and wellbeing
- dental
- vision
- pharmacy coverage
- health savings account
- flexible spending accounts
- commuter program
- employee assistance program
- life and disability insurance
- adoption assistance
- back-up childcare
- tuition/CFA reimbursement
- paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
