CW Analyst_USA_USD

Spectraforce Technologies, Inc.; Salt Lake City (UT); Sur place; USD 34 000 - 55 000; Plein temps

Résumé du poste

Spectraforce Technologies, Inc. is seeking a CW Analyst in Salt Lake City, UT for a 6-month assignment. You will own the onboarding process for various clients and products, coordinating with Sales and clients to manage priorities and timelines.

Responsibilities include negotiating trading agreements (ISDA, MRA, CDEA, MSFTA), and ensuring AML/KYC and regulatory requirements are met. Strong communication and multitasking will drive success in a fast-paced environment.

Qualifications

• Bachelor's degree required.
• 1–3 years client service or financial institution experience.
• Strong written and verbal communication skills.
• Excellent organizational and multitasking abilities.
• Attention to detail and client-service mindset.
• General understanding of onboarding, KYC, regulatory requirements.

Responsabilités

• Own and drive the onboarding process for clients and products.
• Coordinate with sales, clients, and internal teams to manage priorities.
• Negotiate trading agreements (ISDA, MRA, CDEA, MSFTA) as needed.
• Develop knowledge of AML, KYC, and entity alignment requirements.
• Ensure deadlines are met for fund launches and trade dates.
• Provide high-quality client service during onboarding.
• Support policy changes and process improvements.

Connaissances

Written & verbal communication

Organizational skills

Detail oriented

Client service orientation

Regulatory awareness

Formation

Bachelor's Degree

Outils

ISDA

MRA

Description du poste

Title: CW Analyst

Location: Salt Lake City, UT, 84111

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