Senior Credit Documentation and Onboarding Specialist
2 weeks ago
Insight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our team, you will be responsible for ensuring the smooth onboarding of external counterparties and managing the operational setup, queue management, and maintenance of trading agreements.
Key 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
- 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 CDO 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
- 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, modernise and digitalise the work this team performs obtaining relevant sign offs from the team manager
- Financial services experience preferably with experience with trading documentation
- Attention to detail and accuracy
- Stakeholder management experience
- Working systematically to meet and maintain standards, adhering to robust controls and procedures
- 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
- Strong Excel skills
- 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 modernisation
- 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 Investment 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. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com
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:
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London, Greater London, United Kingdom Insight Investment Full timeSenior Credit Documentation and Onboarding SpecialistInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our team, you will be responsible for ensuring the smooth onboarding of external counterparties and managing the operational setup, queue management, and...
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London, Greater London, United Kingdom Insight Investment Full timeSenior Credit Documentation and Onboarding SpecialistInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our team, you will be responsible for ensuring the smooth onboarding of external counterparties and managing the operational setup, queue management, and...
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London, Greater London, United Kingdom Insight Investment Full timeSenior Credit Documentation and Onboarding SpecialistInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our team, you will be responsible for ensuring seamless operational setup, queue management, and maintenance of external counterparties related to bilateral...
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London, Greater London, United Kingdom Insight Investment Full timeSenior Credit Documentation and Onboarding SpecialistInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our team, you will be responsible for ensuring seamless operational setup, queue management, and maintenance of external counterparties related to bilateral...
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London, Greater London, United Kingdom Insight Investment Full timeJob Title: Senior Credit Documentation and Onboarding SpecialistInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our team, you will be responsible for ensuring the smooth onboarding of external counterparties and managing the operational setup of trading...
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London, Greater London, United Kingdom Insight Investment Full timeJob Title: Senior Credit Documentation and Onboarding SpecialistInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our team, you will be responsible for ensuring the smooth onboarding of external counterparties and managing the operational setup of trading...
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London, Greater London, United Kingdom Insight Investment Full timeSenior Credit Documentation and Onboarding SpecialistInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our team, you will be responsible for ensuring seamless operational setup, queue management, and maintenance of external counterparties related to bilateral...
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London, Greater London, United Kingdom Insight Investment Full timeSenior Credit Documentation and Onboarding SpecialistInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our team, you will be responsible for ensuring seamless operational setup, queue management, and maintenance of external counterparties related to bilateral...
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London, Greater London, United Kingdom Insight Investment Full timeJob Title: Senior Credit Documentation and Onboarding SpecialistInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join its team in London. In this role, you will be responsible for ensuring that all operational setup, queue management, and maintenance are carried out in respect of external counterparties...
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London, Greater London, United Kingdom Insight Investment Full timeJob Title: Senior Credit Documentation and Onboarding SpecialistInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join its team in London. In this role, you will be responsible for ensuring that all operational setup, queue management, and maintenance are carried out in respect of external counterparties...
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London, Greater London, United Kingdom Insight Investment Full timeAbout the RoleWe are seeking a Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our Asset Transitions Team, you will be responsible for ensuring the trading documentation needs of our clients are met.Key ResponsibilitiesLiaise with NT/FX Admin/Front Office Support to ensure operational setup parameters are...
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London, Greater London, United Kingdom Insight Investment Full timeAbout the RoleWe are seeking a Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our Asset Transitions Team, you will be responsible for ensuring the trading documentation needs of our clients are met.Key ResponsibilitiesLiaise with NT/FX Admin/Front Office Support to ensure operational setup parameters are...
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London, Greater London, United Kingdom Insight Investment Full timeAbout the RoleWe are seeking a Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our Asset Transitions Team, you will be responsible for ensuring the trading documentation needs of our clients are met.Key ResponsibilitiesLiaise with NT/FX Admin/Front Office Support to ensure operational setup parameters are...
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London, Greater London, United Kingdom Insight Investment Full timeAbout the RoleWe are seeking a Senior Credit Documentation and Onboarding Specialist to join our team in London. As a key member of our Asset Transitions Team, you will be responsible for ensuring the trading documentation needs of our clients are met.Key ResponsibilitiesLiaise with NT/FX Admin/Front Office Support to ensure operational setup parameters are...
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London, Greater London, United Kingdom Insight Investment Full timeJob OverviewInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join its team in London. This role is responsible for ensuring seamless operational setup, queue management, and maintenance for external counterparties related to bilateral trading agreements.The team is responsible for day-to-day onboarding...
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London, Greater London, United Kingdom Insight Investment Full timeJob OverviewInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join its team in London. This role is responsible for ensuring seamless operational setup, queue management, and maintenance for external counterparties related to bilateral trading agreements.The team is responsible for day-to-day onboarding...
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Senior Credit Documentation Specialist
3 weeks ago
London, Greater London, United Kingdom Insight Investment Full timeJob Title: Senior Credit Documentation and Onboarding SpecialistInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join our team in London. The successful candidate will be responsible for ensuring all queries are answered promptly and in full, and that all CDO processes are followed accurately.Key...
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Senior Credit Documentation Specialist
3 weeks ago
London, Greater London, United Kingdom Insight Investment Full timeJob Title: Senior Credit Documentation and Onboarding SpecialistInsight Investment is seeking a highly skilled Senior Credit Documentation and Onboarding Specialist to join our team in London. The successful candidate will be responsible for ensuring all queries are answered promptly and in full, and that all CDO processes are followed accurately.Key...
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Senior Credit Documentation Specialist
3 weeks ago
London, Greater London, United Kingdom Insight Investment Full timeJob DescriptionInsight Investment is seeking a Senior Credit Documentation and Onboarding Specialist to join its team in London.Key ResponsibilitiesCollaborate with the Asset Transitions Team to ensure the trading documentation needs of clients are met.Liaise with NT/FX Admin/Front Office Support to ensure the progress of complete and accurate setup of...
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Senior Credit Documentation Specialist
3 weeks ago
London, Greater London, United Kingdom Insight Investment Full timeJob DescriptionInsight Investment is seeking a Senior Credit Documentation and Onboarding Specialist to join its team in London.Key ResponsibilitiesCollaborate with the Asset Transitions Team to ensure the trading documentation needs of clients are met.Liaise with NT/FX Admin/Front Office Support to ensure the progress of complete and accurate setup of...
