Financial Analyst; Fresh Grads

This range is provided by Russell Tobin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$23.00/yr - $23.00/yr

• current focus area: onboarding of clients to sponsored repurchase agreements and ancillary documents to allow for clearing of us treasuries
• owning and driving the onboarding process on behalf of the desk for all client types and products
• use active discussions with sales and our clients to manage the priority queue
• drive internal and external conversations to facilitate the negotiation of trading agreements: isda, mra, cdea, and msfta.
• 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 client service at time of onboarding
• demonstrate a sound appreciation of new business policies, and process enhancements

• minimum of 1-3 of client service/financial institution experience
• strong written and verbal communication skills
• strong organization skills, ability to multi-task, and prioritize projects
• strong attention to detail
• general understanding of onboarding, kyc or regulatory requirements
• prior experience in related onboarding functions (e.g. Due diligence, agreement negotiation) is preferred
• experience/knowledge with isda, mra and other trading agreements is preferred

Entry level

Contract

Accounting/Auditing, Finance, and Administrative

Investment Banking, Financial Services, and Banking

• Medical insurance
• Vision insurance
• 401(k)