Senior Derivatives Onboarding Specialist

2 weeks ago

Boston, Massachusetts, United States Manulife Full time
Job Description

The Senior Derivatives Onboarding Analyst will play a critical role in the Global Derivatives Services team, supporting the Manulife Asset Management and Life Insurance businesses globally. This position will be responsible for the execution of best-practices in onboarding and broker relationship management in support of the organization's exchange-traded, over-the-counter, and centrally-cleared derivative requirements.

The Opportunity

This individual will be dedicated, assertive, organized, and highly professional. The candidate will have a combination of derivatives industry experience, onboarding experience, relationship management skills, and practical business insight.

Responsibilities:
  1. Receive and assess derivatives trading requests from Relationship Management, Product Management, and Portfolio Managers.
  2. Facilitate the derivatives trading approval process and ensure that there is a governance structure around the onboarding of new accounts trading derivatives.
  3. Maintain status dashboards of derivatives approval and onboarding requests.
  4. Support Traders' need for the best execution by setting up the full range of desired derivatives brokers.
  5. Oversee the derivatives trading related onboarding functions for new accounts and new brokers.
  6. Manage derivatives trading operational readiness within the Global Derivatives Services team, including middle office, operations, and collateral management.
  7. Coordinate with Legal Services to ensure that proper legal agreements are put in place to support derivatives trading.
  8. Ensure that all account, broker onboarding, and legal documentation is maintained.
  9. Maintain an accurate and complete matrix of accounts, authorized derivative products, derivatives legal agreements, and active brokers.
  10. Contribute to the successful management of external broker relationships.
  11. Work with the Derivatives Solutions team to support the setup of technology to facilitate trading of new derivative product types.
  12. Take ownership of side projects to clean up records and validate broker setups.
  13. Contribute to the harmonization of the derivatives onboarding process with the Asia Derivatives Services team in Hong Kong.
  14. Continuously evaluate, identify, and recommend practices and controls that will increase process efficiency and mitigate financial and operational risks.
How will you create impact?

The Global Derivative Services team is responsible for managing nearly $300 billion notional (CAD) of derivative products across the world for the Life Insurance general account and Manulife Asset Management with offices in Boston, Toronto, Hong Kong, and Manila. Global Derivative Services includes teams that cover functions such as Back Office Operations, Collateral Management, Middle Office, Onboarding, and Regulatory Reform, Accounting functions, and their own Business Solutions and Strategy team.

What motivates you?
  1. You obsess about customers, listen, engage, and act for their benefit.
  2. You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  3. You thrive in teams and enjoy getting things done together.
  4. You take ownership and build solutions, focusing on what matters.
  5. You do what is right, work with integrity, and speak up.
  6. You share your humanity, helping us build a diverse and inclusive work environment for everyone.
What we are looking for
  1. Relevant undergraduate education or advanced degree - Business Administration, Finance, Economics, etc. required.
  2. Minimum 3 years of meaningful industry experience with at least 1 year of hands-on experience in derivative products.
  3. Familiarity with derivative instruments, including repos, TBAs, futures, listed and OTC options, FX, Swaptions, OTC swaps, and centrally cleared swaps.
  4. Familiarity with derivatives trading and collateral agreements, such as Clearing Agreements, Give-Ups, ISDA/CSAs, GMRAs, and MSFTAs.
  5. Familiarity with MS Office suite.
  6. Solid interpersonal skills and a high degree of integrity combined with the ability to readily adapt to rapidly changing environments and deal with competing priorities.
  7. Team member with experience building and maintaining good working relationships both internally and externally.
  8. Excellent analytical skills - think through problems, assess a variety of factors, and recommend solutions.
  9. Insurance Company and Asset Manager industry experience is an asset.
  10. Familiarity with various fund structures: mutual funds, pooled funds, private funds, UCITS, institutional accounts, and life insurance general account.
What can we offer you?
  1. A competitive salary and benefits packages.
  2. A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  3. A focus on growing your career path with us.
  4. Flexible work policies and strong work-life balance.
  5. Professional development and leadership opportunities.
Our commitment to you
  1. Values-first culture - We lead with our Values every day and bring them to life together.
  2. Boundless opportunity - We create opportunities to learn and grow at every stage of your career.
  3. Continuous innovation - We invite you to help redefine the future of financial services.
  4. Delivering the promise of Diversity, Equity, and Inclusion - We foster an inclusive workplace where everyone thrives.
  5. Championing Corporate Citizenship - We build a business that benefits all stakeholders and has a positive social and environmental impact.

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