Derivatives Onboarding Analyst

JR United Kingdom; Newcastle upon Tyne; On-site; GBP 35,000 - 60,000; Full time

Job summary

A dynamic fintech company in Newcastle is seeking an Onboarding Analyst to facilitate client onboarding and optimize product configuration. You will have the opportunity to work on complex problems in a rapidly growing environment, building strong stakeholder relationships and gaining valuable knowledge of the derivatives market.

Benefits

Supportive team environment

Opportunities for development

Direct impact on clients

Qualifications

• Experience in a bank, hedge fund, asset manager, or fintech.
• Familiarity with enterprise systems and customer-facing roles.
• Knowledge of derivatives markets and risk management.

Responsibilities

• Setting up user functionality for margin management.
• Analysing trade portfolios for calculations.
• Collaborating with clients for maximum value.

Skills

Problem-solving

Data analysis

Communication

Education

Degree in a quantitative or analytical field

Tools

Excel

Job description

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Derivatives Onboarding Analyst, Newcastle-upon-Tyne, Tyne and Wear

Client:

Location: Newcastle-upon-Tyne, Tyne and Wear, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 4

Posted: 31.05.2025

Expiry Date: 15.07.2025

Job Description:

About Us:

Our client is a dynamic and innovative fintech company specialising in collateral management solutions for the derivatives market. Their cutting-edge technology empowers financial institutions to manage risk, optimise operations, and enhance transparency in the fast-paced trading ecosystem. Based in London, they serve a global clientele, including banks, asset managers, and clearing brokers.

Role Overview:

Onboarding Analyst

As an Onboarding Analyst, you will be responsible for getting new clients up and running on our platform. Working with a team of analysts and software developers, you will analyse client data, validate analytics, and configure the product to meet their specific needs, ensuring they can rely on the platform to run their business effectively. Each client has a unique setup, making every onboarding project a unique challenge.

Your day-to-day tasks will include:

• Setting up user functionality for margin management.
• Analysing trade portfolios to identify data needed for calculations.
• Testing the product for new clients to ensure analytics are accurate.
• Collaborating with clients to deliver maximum value quickly.

Why you should apply:

• Be part of a rapidly growing company with an evolving product.
• Work on complex problems and build knowledge of derivatives markets and margin models.
• Join a supportive team that nurtures your development and offers new opportunities.
• Interact with teams across functions, including relationship management, software development, and product strategy.
• Make a direct impact on clients, providing measurable value from day one.

What we are looking for:

• Proven problem-solving skills with a methodical approach.
• Experience in a bank, hedge fund, asset manager, or fintech.
• Familiarity with enterprise systems, including investigating issues or analysing enhancement requests.
• Experience in a customer-facing role, building strong stakeholder relationships.
• A degree in a quantitative or analytical field (e.g., Economics, Maths, Finance) from a top university in recent years.
• Knowledge of derivatives markets, products, and risk management, with a desire to deepen this expertise.
• Attention to detail and curiosity about the 'why' behind your work.
• Comfort with changing priorities and ability to switch contexts effectively.
• Proficiency in data analysis and manipulation using Excel.
• Ability to seek help and extract the right information efficiently.
• Strong communication skills for articulating and presenting ideas confidently.
• Ability to engage effectively with software developers and external clients through various communication channels.