Role details

This position is now filled

Client Integration, Capital Markets - OTC Derivatives

New York   •  Permanent

Bullet points

  • Market Leading International Investment Bank
  • Rapidly Expanding, Business Facing Implementation/On-Boarding Team

About Our Client

Market Leading International Investment Bank

Job Description


Client Implementation team acts as the single point of contact for all US Equity and Commodity marketers to facilitate and expand trading relationships. The team coordinates with marketers, clients, and internal stakeholders (e.g. legal, Risk/Credit, AML/Due Diligence) throughout the document negotiation and on-boarding process. In addition, once a client has been approved for trading, the Client Implementation team continues to work with a client on connectivity requests for direct trading lines with our various desks.

Key Areas of Responsibility:

  • Facilitation and coordination of the on-boarding process across (Risk, Legal, IT, Operations and Due-Diligence Systems).
  • Responsible for being 'Single Point of Contact' for client throughout Client Integration and On-boarding process
  • Significant interaction with Sales, both Junior and Senior as well as Relationship Management with focus on keeping them updated on strategic client on-boarding
  • Help Oversee Real Money workflow for FX Sales
  • Participate and Chair meetings related to Strategic Client Initiatives, On-boarding, Projects with focus on improving on-boarding process/evolution
  • Client advocate with various stakeholders (e.g. Legal, Credit, & AML/Due Diligence) to complete document negotiations such as ISDAs, CSAs, Repurchase Agreements (MRA & GMRA), MSFTA's, Option agreements, ETSAs, etc.
  • Liaison with Global Markets desk heads and marketers to determine on-boarding needs and prioritization
  • Work with clients front end vendor for FIX Connectivity via DMA/CARE
  • Establish connections with our online trading systems
  • Development of efficiency procedures and tools

The Successful Applicant

  • Excellent organizational skills
  • Sound knowledge of Capital Market products and or Cash Management products.
  • Proven experience interacting with senior business functions and individuals.
  • Strong communication skills (verbal and written)
  • General understanding of relevant legal agreements (ISDA/CSA, Repo, ETSA, Options Agreements etc.)
  • 1+ years in any of the following areas preferred: Client Service, Client On-boarding / Capital Markets Client Integration or Middle Office (trade processing, confirmations, etc).

What's on Offer

Comprehensive Compensation Package;

  • Competitive Base Salary
  • Discretionary Annual Bonus
  • Comprehensive Benefits Package