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Deloitte - Recruitment

Graduate 1 to 2 Years Experience / Global Markets Client Operations Specialist

City of London On-site 0-2 yrs exp
Client onboardingInvestment bankingAsset managementClient relationship managementAML

Requirements

Candidates should have 1-2 years of professional experience in an investment bank or asset management firm, ideally with a background in client onboarding. Strong organizational skills, attention to detail, and familiarity with trading agreements like ISDA-CSA and GMRA are highly preferred.

Job Description

Graduate 1 to 2 Years Experience / Global Markets Client Operations Specialist

Contract Location: London onsite full time Monday to Friday 08:30 - 18:30hrs

Contract Start Date: Immediate

Contract Duration: 3 Months initially with a strong chance of extension

Contract Classification: Inside IR35

Payroll provider: Rockford Payroll Info for Contingent Workers – Rockford Pay

We are seeking a motivated graduate with 1-2 years of relevant professional experience. The ideal candidate will have recently completed their degree and gained practical experience working within an investment bank / or with asset management experience. Client service or client onboarding background would be a preference.

 

Overview

Deloitte is supporting a Tier 1 global financial services organisation in recruiting a Global Markets Client Onboarding Analyst to join a high-performing Client Experience Operations team.

This role sits within the Global Markets New Business function and acts as the central point of contact for pre-trade/ Onboarding set up. GMNM communicates and coordinates with clients across documentation, account opening and configuration, ensuring optimal client experience & readiness to trade. The team members are aligned with specific Clients / Sales desks and work closely with sales coverage, legal, credit risk, operations, compliance and clients to ensure an effective and smooth onboarding process.

The team members develop strong relationships with institutional clients, which include asset managers, corporations, hedge funds and private equity. They are expected to play a key role in client relationship management and understanding dynamic changes in commercial demands of the business as well as grow subject matter expertise in legal, AML/KYC and regulatory requirements.

This is a dynamic, entrepreneurial team sitting across EMEA (London, Paris & Frankfurt), US (New York, Salt Lake City) and APAC (Hong Kong, Singapore, Sydney) with individuals who thrive in the fast-paced, changing environment of the trading floor.

 

Key Responsibilities

  • Owning pre-trade client relationship & driving front-to-back onboarding to ensure readiness to trade across all products (Derivatives, Repo, Cash)
  • Use active discussions with Sales to manage the priority queue
  • Drive internal and external conversations to facilitate the negotiation of trading agreements: ISDA-CSA, CDEA, GMRA & GMSLA
  • Develop in depth knowledge of all account opening requirements needed such as AML, KYC & product to legal entity alignment
  • Manage tight deadlines to ensure we meet clients’ service level expectations: fund launches, market specific deadlines and trade dates
  • Provide excellent pre-trade client service
  • Demonstrate a sound appreciation of new business policies, and process enhancements

 

Essential Skills & Experience

·         1-2 years post graduate

·         Previous experience in an investment bank / asset management experience

·         Client service or client onboarding background would be a preference

·         Super organised

·         Presentable/good in front of clients as they will be taking requests from them

·         Confident when liaing with sales professionals / clients

·         Strong client relationship management skills.

·         Excellent communication and stakeholder management skills.

·         Strong organisational skills with the ability to manage multiple priorities.

·         High attention to detail.

·         Ability to work within fast-paced front-office environments

 

Would be an advantage if you have experience/knowledge Of:

  • ISDA-CSA, GMRA And Other Trading Agreements
  • Ideally from a legal background
  • Experience in related onboarding functions (e.g. Due Diligence, Agreement negotiation)
  • Understanding of onboarding, KYC/AML or regulatory requirements


Education

Bachelor Degree

Skills

Client onboardingInvestment bankingAsset managementClient relationship managementAMLKYCRegulatory requirementsISDA-CSAGMRAGMSLAStakeholder managementDerivativesRepoCash productsLegal documentation