In this role, you’ll make an impact in the following ways :
Manage end-to-end onboarding of clients and funds across OTC derivatives, ETD clearing, and fixed income products, ensuring all legal, credit, operational, and regulatory requirements are completed prior to trading readiness.
Demonstrate comprehensive knowledge of OTC bilateral agreements (including ISDA and Repo), clearing agreements, MSFTA, and Exchange-Traded Derivatives (ETD) documentation.
Interpret business requirements and translate them into explicit, accurate, and timely updates for internal and external stakeholders.
Review and validate constitutional and tax documentation required for client onboarding, ensuring completeness and compliance with regulatory standards.
Maintain a solid understanding of collateral management, regulatory reporting, fund accounting, client reporting, and performance concepts.
Support the onboarding of global and institutional clients, ensuring adherence to internal policies and external regulatory frameworks.
Communicate effectively with stakeholders across legal, credit, operations, and client teams to facilitate smooth onboarding processes.
Utilize Microsoft Excel and PowerPoint for reporting, tracking onboarding progress,



and supporting stakeholder communication.
Deliver information in a structured, skilled, and audit-compliant manner.
Collaborate with team members and contribute to achieving overall team objectives.
Maintain trackers for onboarding progress, pending approvals and aging items
Prepare weekly or periodic status report for internal stakeholders
Monitor workflow bottlenecks and highlight delays with Team
Actively participate in process improvement initiatives and contribute ideas to enhance efficiency by leveraging automation and AI-driven solutions.

To be successful in this role, we’re seeking the following :
Bachelor’s degree is required; preferably in finance/accounting/related field.
5+ years of work experience preferred.
Solid knowledge of client onboarding processes within financial services.
Proven expertise in derivatives documentation (OTC and ETD) and related agreements.
Ability to manage workload efficiently and prioritize tasks in a dynamic environment.
Excellent communication and stakeholder management skills.
Proficiency in Microsoft Office tools, particularly Excel and PowerPoint.

📌 Specialist, Trading Services Ii Pune (India)
🏢 The Bank of New York Mellon
📍 India