Hybrid Derivatives Onboarding Analyst

Massachusetts Financial Services Company; Boston (MA); Ibrido; USD 50.000 - 72.000; Tempo pieno

Vantaggi offerti da questo lavoro

15% employer retirement contribution

Education assistance

Tuition reimbursement

Wellness programs

Flexible spending accounts

Generous leave

Descrizione del lavoro

Massachusetts Financial Services Company (MFS) seeks a Derivatives Onboarding Analyst to support onboarding, fund lifecycle setup, and operational readiness for derivative instruments across portfolios. Collaborate with Portfolio Management, Trading, Legal, Compliance, Risk, and Technology to deliver client-aligned solutions and maintain audit-ready records.

You will engage in agreement onboarding, vendor management, and UAT for new product implementations, ensuring data quality and timely

Competenze

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, Business, or a related discipline.
• 0-2+ years of experience in Fixed Income investment operations, middle office, product onboarding, derivatives onboarding, business support, or related capital markets function.
• Familiarity with ISDA, CSA, clearing agreements, regulatory adherences, and related onboarding documentation.
• Proficiency with Microsoft Excel and Microsoft 365 productivity tools including Copilot.

Mansioni

• Support and coordinate onboarding for derivative instruments, including interest rate swaps, credit derivatives, FX derivatives, futures, options, cleared swaps, structured products, and fixed income-related instruments.
• Coordinate and track new counterparty, clearing broker, and vendor onboarding activities, including documentation intake, legal agreement readiness, static data, settlement instructions, operational setup, and system configuration.
• Track and maintain onboarding records ensuring key legal, operational, regulatory, and business terms are accurately captured in firm systems and data repositories.
• Partner with Derivatives Legal and other stakeholders to confirm select business terms, elevate documentation issues, and support timely completion of ISDA, CSA, clearing, and related agreements.
• Conduct periodic reconciliations and data quality reviews to mitigate operational and valuation risk.
• Maintain active trading agreements and engage with counterparty operational teams to ensure account setups are trade ready.
• Support system User Acceptance Testing (UAT) for enhancements and new product implementations related to derivative onboarding functions.
• Maintain detailed documentation, operating procedures, and audit-ready records.
• Identify control gaps and recommend enhancements to strengthen operational efficiency and risk mitigation.

Conoscenze

Onboarding knowledge

ISDA/CSA familiarity

Microsoft Excel

Formazione

Bachelor's degree in Finance, Economics, Accounting, Mathematics, Business or related discipline

Strumenti

Copilot

Descrizione del lavoro

Massachusetts Financial Services Company (MFS) seeks a Derivatives Onboarding Analyst to support onboarding, fund lifecycle setup, and operational readiness for derivative instruments across portfolios. Collaborate with Portfolio Management, Trading, Legal, Compliance, Risk, and Technology to deliver client-aligned solutions and maintain audit-ready records.

You will engage in agreement onboarding, vendor management, and UAT for new product implementations, ensuring data quality and timely