Specialist, Trading Services II

In this role, you’ll make an impact in the following ways:

• Manage end-to-end onboarding of clients and funds across OTC derivatives, ETD clearing, and fixed income products, ensuring all legal, credit, operational, and regulatory requirements are completed prior to trading readiness.

• Demonstrate comprehensive knowledge of OTC bilateral agreements (including ISDA and Repo), clearing agreements, MSFTA, and Exchange-Traded Derivatives (ETD) documentation.

• Interpret business requirements and translate them into clear, accurate, and timely updates for internal and external stakeholders.

• Review and validate constitutional and tax documentation required for client onboarding, ensuring completeness and compliance with regulatory standards.

• Maintain a strong understanding of collateral management, regulatory reporting, fund accounting, client reporting, and performance concepts.

• Apply in-depth knowledge of OTC and fixed income products, including product structures and the full trade lifecycle.

• Support the onboarding of global and institutional clients, ensuring adherence to internal policies and external regulatory frameworks.

• Communicate effectively with stakeholders across legal, credit, operations, and client teams to facilitate smooth onboarding processes.

• Utilize Microsoft Excel and PowerPoint for reporting, tracking onboarding progress, and supporting stakeholder communication.

• Deliver information in a structured, professional, and audit-compliant manner.

• Collaborate with team members and contribute to achieving overall team objectives.

• Maintain trackers for onboarding progress, pending approvals and aging items

• Prepare weekly or periodic status report for internal stakeholders

• Monitor workflow bottlenecks and highlight delays with Team

• Actively participate in process improvement initiatives and contribute ideas to enhance efficiency by leveraging automation and AI-driven solutions.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree is required; preferably in finance/accounting/related field.

• 5+ years of work experience preferred.

• Strong knowledge of client onboarding processes within financial services.

• Proven expertise in derivatives documentation (OTC and ETD) and related agreements.

• Ability to manage workload efficiently and prioritize tasks in a dynamic environment.

• Excellent communication and stakeholder management skills.

• Proficiency in Microsoft Office tools, particularly Excel and PowerPoint.