As a Markets Transition Manager - Analyst in Operations you will work closely with Corporate & Investment Bank Markets Sales, clients and internal partners to onboard clients to trade Markets products. You will field, track, and coordinate with Ref Data, KYC, Accounts, Credit, Legal and Operations teams to ensure client is onboarded seamlessly and ready to trade within targeted timeframe.
Job responsibilities
- Provides each client an excellent onboarding experience while working in a fast paced, multi-asset class, multi-partner, evolving environment while adhering to controls and transparency requirements
- Leverages business analytic skills and apply client, product and process knowledge to answer questions and discern/relay onboarding requirements, steps, expected timeframes and status for diverse set of requests to clients and internal partners
- Builds strong relationships with internal partners, e.g. Sales, Ref Data, KYC, Accounts, Credit, Legal and Operations teams to establish transparent, controlled and efficient environment
- Works with technology, data and partner teams to continually improve platforms, automation and client metrics to facilitate achievement of “best in class” onboarding service
Required qualifications, capabilities, and skills
- Experience in client facing role within onboarding or relevant business partner groups
- Knowledge of Markets products, industry landscape, platforms and core controls
- Strong client management and communication skills
- Excellent project management, organizational, and time management skills
- Results-focused, ability to manage high volume of requests in dynamic operating environment
- Ability to navigate diverse process flows and data sets and drive process enhancements
- Experience designing technology enhancements and use of business analytic/automation tools
- Proficient in Microsoft Office applications (Excel, Word, PowerPoint)
Preferred qualifications, capabilities, and skills
- Business Analytics experience and/or proficiency with data management tools preferred, e.g. Python, Alteryx, Tableau, Qlikview