Trading Counterparty Onboarding Specialist

Trading Counterparty Onboarding Specialist:

Our client is a global trading firm dealing in Equities, Fixed Income, Derivatives, ETFs, Commodities, FX and Crypto Currencies.

This team is responsible for managing all counterparty onboarding processes from front-to-back to facilitate new trading activity and to improve existing trading activity.


  • Oversee all aspects of counterparty onboardings and refreshes from end to end.
  • Work directly with counterparties to ensure all information is received and circulated.
  • Analyse and scrutinize all information received from the counterparty to ensure accuracy.
  • Work closely with Compliance, Legal, Risk, Credit, Tax and Trading to ensure onboarding is running smoothly.
  • Keep close contact with trading teams and stakeholders to ensure they are informed of the status throughout the entire onboarding process.
  • Recommend, develop, and implement solutions to support continuous improvement to processes and procedures.

Skills & Experience:

  • Degree in Finance, Business, Legal Studies, and/or similar subject.
  • 1-5 years of relevant counterparty onboarding experience, preferably working in financial services, compliance, or legal environment.
  • Ability to effectively analyse counterparty information and documentation to facilitate account opening.
  • Strong organizational and time management skills; excellent attention to detail.
  • Knowledge of financial industry products and trends.
  • Strong relationship management skills.

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