Counterparty Onboarding Associate

Brevan Howard; Bengaluru; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Brevan Howard in Bengaluru is seeking a proactive counterparty onboarding professional to support day-to-day operations, engaging with senior stakeholders and driving BAU tasks. You will be the first point of contact for external institutions, requiring excellent communication, problem solving, and composure under pressure.

The role covers KYC queries, document sharing, portal monitoring, and onboarding lifecycle across asset classes, with collaboration across risk, compliance, legal, and middle

Qualifications

• Strong proficiency in Microsoft Office applications and data handling.
• Experience with KYC processes and onboarding workflows.
• Ability to manage multiple counterparties under time pressure.
• Experience in financial services sectors is desirable.
• Bachelor’s degree with 2:1 or international equivalent.

Responsibilities

• KYC enquiries handling for onboarding and refreshes.
• Share documents with counterparties where appropriate.
• Monitor and maintain Brevan Howard's KYC Portal.
• Answer counterparty questionnaires and queries.
• Liaise with internal departments to escalate complex queries.
• Obtain KYC from Counterparties and update internal records.
• Assist in day-to-day lifecycle of counterparty onboarding across asset classes.
• Track new counterparties/products via workflow software.
• Send onboarding requirements and pass to relevant departments.
• Liaise with risk/compliance/legal and Middle office to secure approvals.
• Communicate with Front/middle/back office functions.
• Respond to BAU inquiries and update internal stakeholders.
• Participate in catch-up meetings and operate middleware platforms.

Skills

Excellent written and oral comms

Teamworking

Problem solving

Task management/prioritization

Attention to detail

Multitasking

Analytical skills

Education

Bachelor’s Degree (2:1) or international equivalent

Tools

MS Office

FIA platforms

OSTTRA platforms

Workflow software

Job description

MAIN DUTIES/RESPONSIBILITIES OF THE ROLE:

The counterparty team are seeking a proactive individual to join the team to assist with their day-to-day operations. The role involves engaging with senior stakeholders to implement and manage the priorities of the business, from a counterparty onboarding perspective, alongside driving progress in BAU tasks. Candidates should have a strong interest in the area, with an understanding of how the industry operates. The counterparty onboarding role involves daily interaction with external financial institutions, acting as a first point of contact and representative for Brevan Howard, they therefore will need to have excellent communication, negotiation and problem solving skills. The selected individual will need to be adaptable with an eagerness to learn. Candidates should possess unwavering attention to detail, an excellent level of literacy and numeracy with the ability to remain calm and confident under pressure. Candidates need to have strong time and task management skills with the ability to react swiftly to the fast and ever changing environment the business operates within. Candidates should feel comfortable managing multiple lines of communication, working with multiple counterparties concurrently under time pressure to set up accounts and trading facilities. Serving as a visible, approachable and accountable contact point within the business for counterparty onboarding is central to this role. This role will develop as the needs of the business. As such, we expect the candidate to be flexible and open to change, with the current responsibilities envisaged as below:

• KYC – Being a first point of contact for KYC enquiries relating to current onboardings, as well as refreshes to maintain Brevan Howard's active accounts.
• Sharing constitutional/financial documents with counterparts where appropriate.
• Monitoring and maintaining Brevan’s KYC Portal.
• Answering counterparty questionnaires and queries.
• Liaising with internal departments to escalates more complex queries.
• Obtaining KYC from Counterparties and ensuring internal records are up to date.
• Onboarding – Assisting in the day-to-day life cycle of counterparty onboarding across multiple asset classes.
• Tracking and monitoring new counterparties/new products for existing counterparties via workflow software.
• Sending out onboarding requirements – high level review and passing these on to the relevant departments.
• Liaising with internal risk/compliance/legal and Middle office teams to get the counterparts in place (includes: chasers, reviews, risk and compliance approvals).
• Liaising externally with Front/middle/back office functions.
• Monitoring inbound communications to the counterparties team – answering BAU queries and liaising with relevant departments where appropriate.
• Updating internal stakeholders.
• Participating in catch up meetings to review all ongoing enquiries.
• Operating compliance and middleware platforms.

• Excellent written and oral communication.
• Teamworking.
• Proven history in problem solving.
• Experience in task management/prioritization.
• Excellent MS Office skills (Outlook, Excel, Word).
• Prior experience in FIA and OSTTRA platforms, a plus.

WORK EXPERIENCE/BACKGROUND.

• Essential Proficiency in Microsoft Applications.
• Confident communicator.
• Ability to perform well under pressure, adaptable.
• Inquisitive nature, attention to detail and a positive attitude.
• Ability to multitask, meet deadlines and work effectively in an entrepreneurial and team-oriented environment.
• Strong analytical, organisational and administrative skills.

Desirable 2:1 Bachelor’s Degree or international equivalent.

3 years relevant work experience.

Experience in Investor Relations, Investment Banking, Sales & Trading or Investment Management roles is desirable.

Prior experience in onboarding or adjacent role.

Who we are

Brevan Howard Investment Management is one of the leading absolute return/hedge fund managers, overseeing assets on behalf of institutional investors from around the world, including pension funds, endowments, insurance companies, government agencies, private banks, and fund of funds. Brevan Howard was founded in 2002 and launched its flagship global macro strategy in April 2003. The firm currently manages over $34bn and engages predominantly in discretionary directional and relative value trading in fixed income, FX markets, and equities. BH Digital, a division within Brevan Howard that manages crypto and digital asset strategies was launched in 2022. The firm currently employs over 1,050 personnel worldwide, including over 400 investment professionals.

This global presence gives Brevan Howard the ability to identify and source attractive investment opportunities, as well as investment management talent wherever they may be.

Brevan Howard has won several industry awards for excellence in risk management, operational robustness, and investment performance.

The firm’s main hubs are in London, Jersey, Geneva, New York, Austin, Hong Kong, Singapore, Abu Dhabi and Bengaluru.

Why Join Our Team

We combine a dedication to meeting our clients’ needs with a commitment to our people. At Brevan Howard, you will find the dynamism and entrepreneurial spirit of a small firm with the infrastructure, technology and support of a large organisation. We are always looking for exceptional talent to join our global community. From undergraduates to experienced professionals, we look for individuals who are intellectually curious, passionate and share our mission and principles.

Diversity and Inclusion

Brevan Howard is committed to being an inclusive employer and encourages applications from all suitably qualified individuals without regard to race, colour, religion, origin, age, sexual orientation, physical/mental disability or long term health condition, marital status, gender expression or any other characteristic protected by law in the jurisdictions we operate.