Funds Onboarding Analyst

Barclays • Hanover Township, NJ

3d • $64,000 - $87,000

About The Position

Shape a Seamless Onboarding Experience for Our Clients – Bring your precision, curiosity, and commitment to quality into a role that keeps our business moving. Join us as a Funds Onboarding Analyst, where you will play a key role in integrating new investment funds into our operational framework and ensuring every onboarding journey is delivered smoothly, accurately, and in line with regulatory expectations. In your role, you will support day‑to‑day Wholesale Onboarding activity, including Credit Due Diligence, Legal Due Diligence, review work, reporting, trading support, and resolving issues as they arise. You'll work closely with clients and front‑office teams to gather Customer Due Diligence information and ensure records are onboarded or updated in accordance with policy. Collaboration will be central to your success as you partner with teams across the bank to align onboarding processes, identify opportunities for enhancement, and recommend meaningful improvements. You will also contribute to wider projects and strategies designed to strengthen the efficiency and effectiveness of our Wholesale Onboarding framework.

Requirements

• Proficiency in MS Excel and MS Suite
• Stakeholder engagement experience
• Multitasking capabilities

Nice To Haves

• Previous experience of working in a fast-paced environment
• The ability to handle large workloads
• Good evaluative skills

Responsibilities

• Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing (which can include Quality Checking), reporting, trading and issue resolution.
• Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence in order to onboard or refresh a clients KYC in line with documented policy.
• Collaboration with teams across the bank to align and integrate Wholesale Onboarding processes.
• Identification of areas for improvement and providing recommendations for change in Wholesale Onboarding processes.
• Development and implementation of Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in Wholesale Onboarding.
• Participation in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness.
• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Partner with other functions and business areas.
• Take responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to.
• Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

Benefits

• Barclays employees are eligible for a suite of competitive and generous employee benefits, including medical, dental and vision coverage, 401(k), life insurance, and other paid leave for qualifying circumstances.
• This position is eligible for an incentive award.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed