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Russell Tobin · 2 days ago

Financial Analyst (Fresh Grads)

SLC Metro Area

Contract

Onsite

Entry Level

1+ years exp

Russell Tobin is seeking a Financial Analyst to join their dynamic team. The role involves developing relationships with institutional clients and managing the onboarding process while ensuring compliance with regulatory requirements.

ConsultingHuman ResourcesLegalStaffing Agency

Hiring Manager

Monish Bandwala

Responsibilities

Develop strong relationships with our institutional clients, which include asset managers, corporations, hedge funds and private equity

They are expected to play a key role in client relationship management and understanding dynamic changes in commercial demands of the business as well as grow subject matter expertise in onboarding and regulatory requirements

Current focus area: onboarding of clients to sponsored repurchase agreements and ancillary documents to allow for clearing of us treasuries

Owning and driving the onboarding process on behalf of the desk for all client types and products

Use active discussions with sales and our clients to manage the priority queue

Drive internal and external conversations to facilitate the negotiation of trading agreements: isda, mra, cdea, and msfta

Develop in depth knowledge of all account opening requirements needed such as aml, kyc & product to legal entity alignment

Manage tight deadlines to ensure we meet clients' service level expectations: fund launches, market specific deadlines and trade dates

Provide excellent client service at time of onboarding

Demonstrate a sound appreciation of new business policies, and process enhancements

Qualification

Client service experienceOnboarding knowledgeRegulatory requirementsISDA agreementsMRA agreementsMulti-tasking abilityClient service orientationCommunication skillsOrganization skillsAttention to detail