Pre Trade Support Specialist
3 weeks ago
About the Role:
Delta Capita is seeking an experienced Pre Trade Support Specialist to join our Client Lifecycle Management (CLM) team.
Key Responsibilities:
- Coordinate front-to-back client onboarding journey, ensuring timely completion of KYC and regulatory due diligence, and account setup with third parties.
- Input data attributes into internal systems, including SSIs, Markets, Portfolio Managers, and Regulatory fields for trading and electronic trading systems.
- Ensure business requirements are fulfilled within strict timeframes.
- Project manage onboarding and migration for large mandates and Fund portfolios, involving multi-tiered steps, including gathering client specifications, setting up data and requirements, business readiness testing, and production go-live.
- Connect to third parties, including SWIFT connectivity, custodians, external managers, and accounting agents.
- Liaise with internal departments to resolve related bottlenecks.
- Liaise with Sales representatives, clients, brokers, and custodians to direct and resolve client and stakeholder queries in a timely manner.
- Deal with escalations and issues from Sales and clients, providing solutions and guidance.
- Proactively engage with key stakeholders to advise on issue resolution, client reporting, capacity, and associated risks.
- Identify opportunities for improvements to streamline operational processes and optimize the client journey.
- Assist in defining procedures, processes, standards, and best practices to ensure efficiency and continuous improvement of the service.
- Produce key MI reporting internally and externally to track, monitor, and provide metrics to stakeholders.
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