Senior Credit Documentation and Onboarding Specialist

1 week ago


London, Greater London, United Kingdom Insight Investment Full time
Senior Credit Documentation and Onboarding Specialist

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 seamless operational setup, queue management, and maintenance of external counterparties related to bilateral trading agreements.

Key Responsibilities:
  • Develop and implement effective trading documentation processes to ensure fund launches are properly set up
  • Manage multiple queues of work to meet the priorities of the Onboarding Prioritisation Group and clients, escalating and managing expectations throughout the process
  • Provide timely and accurate responses to a high-volume inbox, ensuring all emails are addressed within Service Level Agreements
  • Ensure all queries are answered promptly and thoroughly, maintaining a central source of knowledge for Trading documentation
  • Collaborate with the Asset Transitions Team to ensure trading documentation needs of clients are met
  • Liaise with Northern Trust Collateral teams to ensure accurate and timely setup of trading counterparties
  • Manage external relationships with banks and other external parties
  • Develop and maintain internal relationships within Insight
  • Work closely with the Onboarding Prioritisation Group to ensure their needs are met
  • Design, implement, and monitor processes to improve, modernise, and digitalise the work performed by the team
Requirements:
  • Financial services experience, preferably with experience in trading documentation
  • Attention to detail and accuracy
  • Stakeholder management experience
  • Ability to work systematically to meet and maintain standards, adhering to robust controls and procedures
  • Good analytical skills, capable of thinking logically and resolving 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
  • Able to 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 find positive solutions to problems
  • Collegiate approach to collaborating with other teams internally
  • Strong team player and eagerness to support the 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, regardless 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, 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: www.insightinvestment.com



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