Schonfeld→
Counterparty Onboarding Analyst at Schonfeld in New York, NY
Entry LevelOn-siteFull-timeNew York, NY$75k–$85k/yr
Skills
counterparty onboarding processesdocumentation managementlegal documentation for trading execution agreementssqlvbaproductivity tools confluenceproductivity tools jiraproductivity tools visioproductivity tools mirocuriosityproject management
Job Description
Summary: Schonfeld is a global multi-manager hedge fund that strives to deliver industry-leading risk-adjusted returns for our investors. The Counterparty Onboarding Analyst will be responsible for managing documentation, coordinating with various teams, and facilitating the onboarding of clearing accounts and brokers.
Responsibilities:
- Documentation
- Contribute to our library of documentation to outline/refresh best practices as our workflows and tools evolve
- Help suggest areas of improvement that will benefit all stakeholders across the firm
- Coordinate with various teams globally: Legal / KYC / Middle Office / Strategy COO’s to gather information on new requests and enhance existing workflows
- Illustrations of high-risk workflows for knowledge sharing across all departments
- Help catalog new counterparty relationship requests and provide regular updates on current statuses/progress to management/internal stakeholders
- Help prepare presentation notes and address team takeaway action items from large stakeholder meetings
- Follow up with parties internally & externally to help facilitate firm-wide efforts
- Coordinate from internal request to final execution for various execution agreements like: CDEA/ Give up Agreements / Options Application forms / FX Designation Notices / MRA & GMRA
- Experience working/communicating directly with Prime Brokers, Execution Counterparties, and Custodian Banks
- Once new brokers are established, coordinate respective system mappings with all internal/external stakeholders and vendors
- Complete/Facilitate all required documentation for the onboarding of clearing accounts and the required underlying markets
Required Qualifications:
- Organizational skills, with a strong appreciation for data cataloging when managing projects
- Time management skills with relevance to project deadlines and prioritization of projects
- Excellent verbal and written communication skills
- Interpersonal skills to adhere to the firm's ethos and enhance team-to-team communication
- Curiosity for learning and understanding how things work and systems interact
- Diligent working style with attention to detail and high standards for quality
- Committed, able to work under pressure and great team player
- 0-1 years of work experience
Preferred Qualifications:
- Any experience with productivity tools (Confluence, JIRA, Visio, or MIRO)
- Any experience with the counterparty onboarding processes from a financial services firm
- Any experience in a Middle/Back office operations role from a financial services firm
- Any experience with legal documentation relating to trading execution agreements and/or FIA-Tech Portal
- Experience with SQL, VBA, or other technical skills is highly desired
Required Skills: Counterparty onboarding processes, Documentation management, Legal documentation for trading execution agreements, SQL, VBA, Productivity tools Confluence, Productivity tools JIRA, Productivity tools Visio, Productivity tools MIRO, Curiosity, Project management
Benefits: Performance bonus, Competitive benefits package
Benefits
Performance bonus
Competitive benefits package