Analyst, Project Controls
2 weeks ago
Schedule Hours: 9am-5pm Monday-Friday; The Derivatives Onboarding team supports the Asset Management and Life Insurance businesses globally by performing all setup steps necessary for derivatives trading. strong>
- Conduct the derivatives onboarding functions for new accounts and new brokers.
- Manage derivatives trading operational readiness within the Global Derivatives Services team including middle office, operations, and collateral management.
- Coordinate with Legal Services to ensure that proper legal agreements are put in place to support derivatives trading.
- Ensure that all account, broker onboarding and legal documentation is maintained.
- Maintain an accurate and complete matrix of accounts, authorized derivative products, derivatives legal agreements, and active brokers.
- Take ownership of side projects to clean up records and validate broker setups.
- Continuously evaluate, identify and recommend practices and controls that will increase process efficiency and mitigate financial and operational risks.
- Familiarity with MS Office suite.
- Familiarity with various fund structures: mutual funds, pooled funds, private funds, UCITS, institutional accounts, and life insurance general account.
Nice-To-Have Skills:
- Insurance Company and Asset Manager industry experience an asset.
Additional Required Soft Skills:
- Solid interpersonal skills and a high degree of integrity combined with the ability to readily adapt to rapidly changing environments and deal with competing priorities.
- Teammate with demonstrated experience building and maintaining good working relationships both internally and externally.
Education:
- Relevant undergraduate education or advanced degree - Business Administration, Finance, Economics, etc. required.
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