Fixed Income Analyst Jobs

Our client is looking for an experienced Global Market or Fixed Income Coordinator who has extensive experience with onboarding, KYC, and trading documentation in the financial industry. This is a contract position in New York City.

Responsibilities:

• Provide real-time assistance to the business regarding existing clients and the products they are approved or not approved to trade.
• Troubleshoot and direct all queries from the business and internal stakeholders – i.e. booking issues, client code discrepancies, conflicting referential, and product specific approvals.
• Coordinate execution documentation and approvals for various products across multiple regions, and initiate connectivity requests for high and low touch trading
• Centralize knowledge of KYC and CSR policies and procedures.
• Act as a liaison for the SBO’s and Marketing Associates between Due Diligence, onboarding/Recertification, Compliance and CSR to enhance the level of execution for our clients.
• Reach out to clients for information and documentation, and pass this information on to the appropriate teams, validate KYC documents received and sent to the due diligence team.
• Effectively communicate requests from the business to internal stakeholders, and assist in keeping requests on track through various internal workflows, systems, and teams
• Assist with the completion of internal documents (RM Assessment, CAC form, Call Memo, and CSR MAOS screening & PAT Tables).Coordinate as needed with non-US Due Diligence, Compliance and CSR teams to ensure global flags are in place to avoid delays and reputational risk.

Requirements:

• Experience with onboarding and KYC (know-your-customer) requirements.
• 5 years minimum experience working in the financial services industry; basic knowledge of global markets and lifecycle of a trade, basic understanding of regulatory and trading documentation.