FUNDS ONBOARDING ANALYST

As a Barclays Funds Onboarding Analyst, you will provide global support through single point of contact for agent trading client on-boarding requests and queries. The team’s primary responsibility is to proactively source and collate information that expedites the completion of Know-Your-Client (KYC), Credit and Legal due diligence, as well as processing to meet regulatory requirements (e.g. Dodd-Frank). The Funds Onboarding function, in liaison with on-boarding partners (Sales, Clients, KYC, Credit and Legal), is designed to centrally capture on-boarding and related change requests in order to enable trading and provide notice to the business and clients of when they are good to trade. The Funds Onboarding Team is an integral part of the Global Operations Division and supports a wide variety of activities across a range of financial markets globally.

Barclays is one of the world's largest and most respected financial institutions, with 329 years of success, quality and innovation behind us. We've helped millions of individuals and businesses thrive, creating financial and digital solutions that the world now takes for granted. An important and growing presence in the USA, we offer careers providing endless opportunity.

WHAT WILL YOU BE DOING?

• You will facilitate onboarding of funds for various Asset Managers.

• You will understand client’s requirements of which products they are looking to trade and manage the E2E Onboarding process to facilitate that request including regulatory checks, Credit Risk due diligence and applicable Legal documentation. 

• You will develop client relationships throughout the onboarding process by providing clients with a “One-Stop” shop service model.

• You will build strong working relationships and liaise with internal and external dependents including Clients, Sales, Trading, Credit, Legal and Operations in order to ensure a smooth account opening experience for the client.

• You will utilize internal systems for workflow management and data storage.

WHAT WE’RE LOOKING FOR:

• Bachelor’s Degree or equivalent work experience

• 0-3 years work experience

SKILLS THAT WILL HELP YOU IN THE ROLE:

• Strong attention to detail

• Energetic

• “Can Do” Attitude that is self-motivated and highly driven

• Ability to multi-task and manage heavy volumes of work and prioritize accordingly

• Excellent written and verbal communication skills

• Strong Microsoft Office Skills (Outlook, Excel)

• Ability to work as part of a team

• Broad knowledge of the IB structure, functions and their purpose/scope (Operations/Legal/Front Office/Risk and Regulatory Programme) 

• Understanding of industry regulations including but not limited to MIFD, EMIR, Dodd Frank, UCSM etc

WHERE WILL YOU BE WORKING?

At Barclays, we are proud to be redefining the future of finance and here at Whippany we are defining the future of the workplace and the future of the way we work and live. We are creating a unique community, one of four strategic tech-enabled hubs that will redefine opportunity for everyone who works here. Whatever you do at Whippany, you’ll have every chance to build a world-class career in this world-class environment.

We’re a global, vital and highly respected financial organisation with an inspiring Purpose. Operating in 50 countries and employing around 83,000 people across the world, we help communities, individuals and businesses thrive. And we’ve created financial solutions and technology that the world now takes for granted. A career with us can offer incredible variety, depth and breadth of experience, and the chance to learn from some of the best minds in technology and finance.