Insight Investment is looking for an Onboarding and Transitions Analyst to join the Asset Transitions and Onboarding team in Boston. 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
