Job details

Onboarding and Transitions Analyst (New York)

Insight Investment is looking for an Onboarding and Transitions Analyst to join the Asset Transitions and Onboarding team in New York. This is a high-profile role responsible for all operational setup, queue management and maintenance in respect of external counterparties relating to bilateral trading agreements, including repo clearing, OTC clearing, ISDA GMRA, FX and MSFTA’s. The team also manages queries and resolves issues as they arise internally, which requires a degree of mental agility to keep the wheels turning. The team is responsible for day-to-day onboarding with banks and other external parties.

Role Responsibilities

Ensure that all fund launches have proper trading documentation in place at launch.
Manage the various queues of work in a coherent way to meet the criteria set down by the Onboarding Prioritisation Group, the priorities of different clients, escalating and managing expectations from the start of the process
Effectively manage a high-volume inbox; ensuring all emails are responded to within SLA
Ensure that all queries are answered promptly and in full
Ensure that all processes are followed, and trackers are updated accurately
Provide a central source of knowledge for Trading documentation & respond to client & internal queries
Provide clear and accurate instructions to Northern Trust Collateral teams and monitor their delivery to deadlines and/or escalated issues in a timely manner
Work with the Asset Transitions Team to ensure the trading documentation needs of clients are met
Liaise with NT/ FX Admin/Front Office Support regarding operational setup parameters and ensure the progress of complete and accurate set up of trading counterparties across our IT architecture
Manage external relationships with banks (etc.) in respect of this function
Manage internal relationships in Insight
Ensure the needs of the Onboarding Prioritisation Group are fully met in terms of information on queues, progress and so on
Work closely with line manager to ensure the CDO objectives are met
Design, implement and monitor processes to improve, modernize and digitalize the work this team performs obtaining relevant sign offs from the team manager

Experience Required

Trading documentation experience from asset management or investment banking
Attention to detail and accuracy
In Kind transitions and operational knowledge including fixed income and derivatives
Track record of managing a team of transitions
Working systematically to meet and maintain standards, adhering to robust controls and procedures
Project management and documentation skills: ability to manage several projects at once, under pressure and ensuring deadlines are met
Flexible and methodical approach
Good computer literacy in basic applications (Word, Excel, Outlook etc.)
Ability to prioritize and organize work with minimal supervision
Good analytical skills, capable of thinking logically, using initiative and systematically able to resolve complex operational problems.
Proactive, self-supportive and motivated in the development of a strong Risk management culture.
Proven ability to manage expectations of multiple stakeholders

Personal Qualities

A methodical and logical approach to work.
Take ownership of solving problems, meeting deadlines and delivering to a high quality.
A positive attitude towards change and modernization.
Able to calm situations and see positive solutions to problems.
Collegiate approach to collaborating with other teams internally.
Strong team player and eagerness to support team
Ability to look at the bigger picture
Flexibility and ability to learn quickly on the job.
First class interpersonal skills and a proactive approach

Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.

Insight Investment is an equal opportunities employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. Under pay transparency law we are required to indicate the base salary range for this role of USD 120,000-140,000 Any offer of employment will be made based upon the specific skills and experience of the selected candidate and the base salary offered could be higher or lower than indicated.

About Insight Investment

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities.

Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: www.insightinvestment.com

Average salary estimate

$130000 / YEARLY (est.)

min

max

$120000K

$140000K

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What You Should Know About Onboarding and Transitions Analyst (New York), Insight Investment

If you're passionate about finance and looking for an exciting opportunity, Insight Investment is seeking an Onboarding and Transitions Analyst to join our Asset Transitions and Onboarding team based in New York. This vital role places you at the heart of our operations, guiding the setup and management of our external counterparties related to various trading agreements, including repo clearing and OTC clearing. You'll be involved in everything from managing high volumes of communications to ensuring that all necessary trading documentation is in place for fund launches. This position allows you to showcase your attention to detail while resolving queries and keeping the gears turning smoothly. Balancing the demands of clients and the Onboarding Prioritisation Group will challenge your agility and problem-solving skills. In this role, you'll engage with banks and stakeholders, ensuring their trading documentation needs are met, and help us enhance our internal processes. We're looking for someone who has a strong background in trading documentation from asset management or investment banking, alongside proven analytical skills and excellent interpersonal abilities. A proactive attitude, flexibility, and a commitment to fostering a positive work culture will set you up for success here. At Insight Investment, we believe in supportive collaboration and innovation, empowering you to take ownership of your projects and contribute effectively to our objectives. If you're excited about modernizing processes and driving positive change within the team, we encourage you to reach out and apply!

Frequently Asked Questions (FAQs) for Onboarding and Transitions Analyst (New York) Role at Insight Investment

What are the key responsibilities of the Onboarding and Transitions Analyst at Insight Investment?

The Onboarding and Transitions Analyst at Insight Investment is responsible for managing the operational setup and maintenance of bilateral trading agreements. Key responsibilities include ensuring proper trading documentation for fund launches, overseeing high-volume client communications, and actively managing onboarding processes with external parties. The role demands effective queue management to meet client criteria while collaborating closely with various internal teams to resolve any arising issues.