Senior Analyst - Client Onboarding - BFS

Overall purpose of role

Liaise with all levels of management across Compliance/Risk/Legal/Operations and other support areas to ensure efficient, flexible and accurate process for on boarding and clients across NY, London and Asia for Equities/Fixed Income and Synthetics business.

Key Accountabilities

- Work with KYC/GFRM/Legal/Operations to set up client accounts across various systems for trading.

- Proven ability to understand various systems and data flow through the same.

- Prioritize tasks and ensure adherence to timelines for completion of activities

- Work closely with other internal teams to ensure smooth and quick on boarding for clients.

- Track client details like stage, revenue opportunity, on boarding date etc. across businesses through dynamics tool.

- Prepare Global MIS pack required by management for business decision making

- Guide junior members in the team to perform their tasks smoothly and resolve issues if any.

- Ability to prioritize and multi task effectively.

- Take ownership and drive various on-going projects in the team.

- Improve existing process through Advanced Excel/QlikView etc wherever applicable or possible.

Stakeholder Management and Leadership

- Manage, develop and sustain effective working relations with Compliance, Risk, Legal and Static teams to ensure clients are on boarded without any road blocks.

- Ensure to demonstrate effectively communication and problem solving skills along with responsibility and accountability.

- Ensure to take ownership for all undertaken tasks in the team and suggest change to senior management for any process improvements.

Decision-making and Problem Solving

- Person should understand the platforms and nuances of the applications/systems, to design new account set up work flow process in co-ordination/agreement with middle office/static teams which will ensure there are no errors and accounts are set up quickly.

- Should possess strong problem solving skills to eliminate going back and forth to the client for any additional information enhancing smooth client experience.

Risk and Control Objective

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards

Person Specifications

- Comprehensive experience in the Banking / Finance industry along with detailed knowledge of the Client On-boarding process

- Excellent understanding of the financial products across business (Equities, Fixed Income, Derivatives)

- Strong eye for detail as the person is expected to set up client account data across various trading and reporting systems.

- Excellent communication skills as the person is required to communicate with global stakeholders and management team in Investment Banking vertical

- Excellent in Power point presentations and advance Microsoft Excel

- Flexible in work long hours when required and aptitude for self learning

- Able to cope well under pressure and meet deadlines

- Ambitious and Proactive in nature, should be able to take quick decisions and be an excellent Team player