Associate I - Derivatives Onboarding

UST; Chennai District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

UST is seeking a Derivative Onboarding professional to support a robust control environment and ensure timely onboarding of clients into our trading platforms across FX, OTC, ETD, CFDs, and related instruments. You will liaise with brokers and market platforms, document information, and maintain data accuracy across internal systems, with a focus on regulatory compliance and exceptional client service.

The role suits someone who thrives in a fast-paced operations setting and values teamwork and

Qualifications

• 1–2 years of derivative onboarding experience.
• Good understanding of OTC (Bilateral and Cleared), ETD and FX.
• Ability to manage a high volume of varied tasks efficiently and meeting deadlines.
• Collecting, verifying, storing, and maintaining accurate operational data.
• High level of accuracy and attention to detail.
• Commitment to delivering a high-quality onboarding and offboarding experience for our clients.
• Previous experience in an Asset Management firm or similar.
• Experience with CFD’s, Term Deposits, TBA’s and Loans is advantageous.
• Familiarity with Aladdin, S&P Global Markit RFA or Markit Onboarding Accelerator is a plus.

Responsibilities

• Open derivative trading accounts internally and with external market vendors
• Deliver the end-to-end process and ensure deadlines are always met
• Clearly document all required information throughout any onboard
• Keep all key parties informed of onboarding status progression, from initiation to completion
• Ensure all data is accurately maintained in internal databases and external platforms
• Maintain up to date due diligence docs in Markit KYC, permission appropriate / approved brokers
• Collecting, verifying, storing, and maintaining accurate operational data.
• Assist with any process improvement, ensure operating guidelines are met and controls are accurately completed
• Respond to counterparty and broker queries, clearly and quickly
• Escalate issues immediately to the Team Leader

Skills

Derivative onboarding

OTC/ETD/FX knowledge

Attention to detail

Data management

Team player

Aladdin/Markit familiarity

Job description

Who We Are

At UST, we help the world’s best organizations grow and succeed through transformation. Bringing together the right talent, tools, and ideas, we work with our client to co-create lasting change. Together, with over 30,000 employees in over 25 countries, we build for boundless impact—touching billions of lives in the process. Visit us at .

Role Description

UST Job Title: Derivative Onboarding

At UST, we help the world’s best organizations grow and succeed through transformation. Bringing together the right talent, tools, and ideas, we work with our client to co-create lasting change. Together, with over 30,000 employees in over 25 countries, we build for boundless impact—touching billions of lives in the process. Visit us at .

The Opportunity

UST is looking for Team Leader; you will play a critical role in delivering a robust control environment and supporting Investment Teams to ensure effective pre- and post-trade mandate restriction monitoring all within challenging deadlines.

You will provide subject matter expertise, particularly in the oversight and delivery of complex queries and tasks, and handling ad-hoc requests.

We are looking for someone who likes working as part of a team, is comfortable with a fast-paced operations environment and has a strong attention to detail.

Key Roles & Responsibilities

The Derivative team is responsible for setting up the trading capabilities spanning, but not limited to; FX, OTC Bilateral & Cleared, ETD, CFD’s, Term Deposits and TBA’s.

This involves liaising with external parties such as brokers, clearers and market platforms to open trading accounts. The team is also responsible for updating key business data for trading, collateral, legal and operations teams within our internal systems.

Key Responsibilities

• Open derivative trading accounts internally and with external market vendors
• Deliver the end-to-end process and ensure deadlines are always met
• Clearly document all required information throughout any onboard
• Keep all key parties informed of onboarding status progression, from initiation to completion
• Ensure all data is accurately maintained in internal databases and external platforms
• Maintain up to date due diligence docs in Markit KYC, permission appropriate / approved brokers
• Collecting, verifying, storing, and maintaining accurate operational data.
• Assist with any process improvement, ensure operating guidelines are met and controls are accurately completed
• Respond to counterparty and broker queries, clearly and quickly
• Escalate issues immediately to the Team Leader

Required Skills

• 1 – 2 years of derivative onboarding experience
• A good understanding of OTC (Bilateral and Cleared), ETD and FX
• Ability to manage a high volume of varied tasks efficiently and meeting internal and external deadlines.
• Collecting, verifying, storing, and maintaining accurate operational data.
• High level of accuracy and attention to detail.
• Commitment to delivering a high-quality onboarding and offboarding experience for our clients
• Previous experience working within an Asset Management firm or similar.
• Previous experience of CFD’s, Term Deposits, TBA’s and Loans would be advantageous.
• Ideally, previous experience of Aladdin, S&P Global Markit RFA or Markit ‘Onboarding Accelerator’

Desired Skills

• A keen eye for detail is crucial for reviewing documentation, ensuring compliance with regulatory standards, and accurately processing client and fund information.
• Strong organisational skills are needed to manage multiple events simultaneously, prioritising tasks and maintaining a smooth and efficient workflow.
• A motivated, committed and enthusiastic person who thrives working in a close team environment
• Someone who can identify issues and suggest and help implement solutions quickly and effectively
• The ability to analyse data and workflows to help improve processes and enhance the efficiency of the onboarding experience.
• A proactive learner that is quick at picking up new processes
• Can work on own initiative whilst ensuring the team manager is aware of what you are delivering
• A resilient team member who is good at building relationships
• Clients Behaviours - How we act gives us our Edge All colleagues are expected to actively demonstrate Clients’ behaviours by:
• Taking accountability and ownership of their responsibilities, embracing challenges, driving outcomes, and executing promises with pace and precision.
• Championing collaboration to fuel collective success, break through barriers, and resolve conflict.
• Innovating by challenging the current way of working, adapting with agility, and cutting through complexity with clarity and purpose.
• Inspiring our people by embodying our culture encouraging and empowering others, leading by example, and advocating for our clients
• Being client centric, anticipating clients’ needs and proactively addressing challenges with foresight to deliver an extraordinary client experience.

What We Believe

We’re proud to embrace the same values that have shaped UST since the beginning. Since day one, we’ve been building enduring relationships and a culture of integrity. And today, it's those same values that are inspiring us to encourage innovation from everyone, to champion diversity and inclusion and to place people at the centre of everything we do.

Humility

We will listen, learn, be empathetic and help selflessly in our interactions with everyone.

Humanity

Through business, we will better the lives of those less fortunate than ourselves.

Integrity

We honour our commitments and act with responsibility in all our relationships.

Equal Employment Opportunity Statement

UST is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion, or sexual orientation.

Skills

Aladdin, Asset Management, Attention to Detail