CW Analyst

Spectraforce Technologies; New York (NY); On-site; USD 34,440 - 55,104; Full time

Job summary

Spectraforce Technologies in New York, NY is seeking a CW Analyst to manage client onboarding for sponsored repo and related agreements. The role focuses on onboarding and document negotiation to support timely settlement and regulatory compliance, with a six-month duration and on-site work in New York.

Ideal candidates have a Bachelor's degree and 1–3 years in client service within financial institutions, excellent communication, and strong organizational skills.

Qualifications

• Bachelor's degree in a related field.
• 1–3 years client service/financial institution experience.
• Strong written and verbal communication skills.
• Excellent organizational skills and ability to multi-task.
• Attention to detail and client service orientation.
• Familiarity with onboarding, KYC or regulatory requirements.
• Experience with ISDA, MRA, or trading agreements is preferred.
• Prior onboarding or due diligence exposure is a plus.

Responsibilities

• Own and drive the onboarding process for all client types and products.
• Coordinate discussions with Sales and clients to manage priority queues.
• Negotiate trading agreements: ISDA, MRA, CDEA, MSFTA.
• Develop knowledge of AML, KYC and entity alignment.
• Meet tight deadlines for fund launches, market-specific deadlines, and trade dates.
• Provide excellent client service at onboarding.
• Adapt to new business policies and process improvements.

Skills

Client service

Communication

Organization

Attention to detail

Onboarding

Regulatory knowledge

Education

Bachelor's Degree

Job description

Title: CW Analyst

Location: New York, NY, 10282

Duration: 6 months

Description:

• The Franchise New Business Group "FNBG" is the central point of contact for all aspects of client on- boarding/account opening. FNBG team members are aligned with specific sales desks and work closely with sales coverage, legal, credit risk, operations, compliance and clients to ensure an effective and smooth on-boarding process.
• FNBG team members 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.
• This is a dynamic, entrepreneurial team with a passion for documentation and the regulatory landscape, with individuals who thrive in fast-paced and changing environments.

Responsibilities:

• 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

Qualifications:

• Bachelor's Degree
• Minimum of 1-3 of client service/financial institution experience
• Strong written and verbal communication skills
• Strong organization skills, ability to multi-task, and prioritize projects
• Strong attention to detail
• Strong client service orientation
• General understanding of onboarding, KYC or regulatory requirements
• Prior experience in related onboarding functions (e.g. Due Diligence, Agreement negotiation) is preferred
• Experience/knowledge with ISDA, MRA and other trading agreements is preferred