Analyst

4 weeks ago


Oklahoma City, United States Atlantic Group Full time

One of the largest and most reputable privately-held investment management firms is seeking a Documentation & Onboarding Analyst to join their team. This person must be able to go onsite in Boston 3 days a week.

An ideal candidate will have an understanding of the legal setup of funds and foreign exchange trading experience.

Responsibilities: Assist in negotiating documentation with new and existing clients to ensure efficiency and success. Collaborate with key stakeholders to obtain approvals from credit, risk, capacity, and legal teams. Maintain Onboarding Procedures, Policies, and Guides. Manage document retention process. Coordinate meetings, maintain client onboarding trackers, task lists, and proofread legal documents. Enhance processes, systems, and structure to improve productivity and reduce contract conclusion time.

Qualifications: Bachelor's degree or equivalent. 1 to 3 years of relevant work experience. Experience in the financial services industry preferred.

Knowledge and Skills: Familiarity with foreign exchange trading instruments and fund structures is beneficial. Proficiency in Microsoft Office, PowerPoint, and advanced Excel skills are required. Strong attention to detail and analytical abilities. Ability to manage multiple priorities and deadlines effectively. Excellent interpersonal skills for interactions with clients. Proficient problem-solving, organizational, and project management capabilities. Exceptional written and verbal communication skills.

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