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Senior Credit Documentation and Onboarding Specialist
2 months ago
Insight Investment is seeking a Senior Credit Documentation and Onboarding Specialist to join our team in London. This role is responsible for 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.
- 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, 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.
- 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.
- First class interpersonal skills and a proactive approach.
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.
