Derivatives Onboarding Analyst

JR United Kingdom; Preston; On-site; GBP 35,000 - 55,000; Full time

Job summary

A dynamic fintech company seeks an Onboarding Analyst in Preston. This role involves client onboarding, data validation, and configuration of a trading platform to meet unique client needs. Ideal candidates have a quantitative degree and experience in banking or asset management, with a strong ability to solve problems and communicate effectively.

Qualifications

• Experience in banking, hedge funds, asset management, or fintech.
• Familiarity with enterprise systems, troubleshooting, and enhancing requests.
• Proficiency in data analysis and Excel manipulation.

Responsibilities

• Setting up user functionality for margin management.
• Analyzing trade portfolios to identify relevant data.
• Testing the product for new clients.

Skills

Problem-solving

Data analysis

Communication

Attention to detail

Education

Degree in a quantitative or analytical field

Job description

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Derivatives Onboarding Analyst, Preston, Lancashire

Client:

Location: Preston, Lancashire, United Kingdom

Job Category: Other

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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, we 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. Every client has a unique setup, which makes every onboarding project a unique challenge.

Your day-to-day tasks will include:

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

Why you should apply:

• Be part of a rapidly growing company with an evolving product.
• Work on complex problems and gain 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 from day one.

What we are looking for:

• Proven problem-solving skills and a methodical approach.
• Experience in banking, hedge funds, asset management, or fintech.
• Familiarity with enterprise systems, troubleshooting, and analyzing enhancement requests.
• Experience in customer-facing roles with strong relationship-building skills.
• A degree in a quantitative or analytical field (e.g., Economics, Maths, Finance) from a top university.
• Knowledge of derivatives markets, products, and risk management, with a desire to deepen expertise.
• Attention to detail and curiosity about the 'why' behind work.
• Ability to adapt to changing priorities and switch contexts efficiently.
• Proficiency in data analysis and Excel manipulation.
• Effective communication skills for articulating ideas and solutions.
• Ability to engage with software developers and external clients effectively.