Isda Onboarding Specialist

2 weeks ago

London, United Kingdom M&G plc Full time

At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve our vision we’re looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliver results and keep it simple.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role:
We are seeking a highly motivated and experienced professional to join our team in a new role, responsible for the end-to-end ISDA onboarding process. This includes the use of portal technology, used widely for ISDAs.

This role will be one of two roles within the ISDA onboarding team and will be focussed on new ISDA requests, including fund launches, and expanding ISDA coverage for existing funds and driving them to completion through active engagement with internal stakeholders and bank onboarding teams. This new function will strive for improved speed to completion of new ISDA requests and improved breadth of ISDA coverage across all funds and clients.

The Senior Onboarding Specialist will interact regularly with internal and bank stakeholders to effectively manage the ISDA pipeline and efficiently drive open requests to completion. These stakeholders include investment teams, fund launch team, bank ISDA onboarding teams, legal, risk and dealing teams.

Responsibilities for this role:

- Manage the pipeline of open ISDA requests originating from fund/client launches and existing funds.
- Source, compile and obtain approval of the fund data and documentation required by banks to onboard the relevant existing funds for ISDAs.
- Initiate onboarding requests with banks that are accurate and complete.
- Manage all bank queries regarding KYC, credit review and ISDA documentation, engaging relevant internal stakeholders where required.
- Drafting of ISDA documentation (eg. accession style ISDA agreements) using templates.
- Co-ordinating drafting and negotiation of ISDA documentation with the legal team.
- Co-ordinating review and implementation of ISDA protocol adherence requirements with compliance teams where required.
- Initiate ISDA related onboarding activities carried out by other teams within Middle Office Onboarding (eg. collateral onboarding).
- Hold regular meetings with each bank to discuss and drive open requests and understand dependencies and issues affecting completion.
- Provide regular updates on fund launch ISDA cases against launch deadline and escalate any delays.
- Maintain an accurate database of ISDA/CSA documentation and critical terms within documentation including using the document repository.
- Maintain an accurate and current report of active ISDA relationships to be used by Dealing and Investment Teams.
- Be the point of contact for status updates on open requests, ISDA documentation queries/searches, ongoing KYC from banks.
- Be a primary user of the portal technology used to upload fund data and documentation, initiate and track open ISDA cases with banks.
- Onboarding of new banks into the end-to-end ISDA process including onto the portal technology solution.
- Be the operational process owner for ISDA onboarding, identify improvements and resolve inefficiencies within the ISDA onboarding process.
- Involvement in change projects involving ISDA or requiring ISDA related information.

Key Knowledge, Skills & Experience:

- Significant previous experience within an ISDA and derivatives onboarding role within the asset management industry is essential.
- Evidence of ownership and accountability for completion of onboarding requests within previous roles.
- Experience involving ISDA/CSA (International Swaps and Derivatives Association) documentation, specifically ISDA agreement/ISDA accession letter drafting.
- Knowledge of KYC (Know Your Customer) procedures.
- Evidence of strong coordination and communication skills.
- Confident liaising across banks, front office and legal teams

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality or disability we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

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