Partners Group

FX Regulatory and Onboarding Specialist | 6 months contract

Partners Group  •  Taguig, PH (Onsite)  •  2 months ago
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Job Description

What it's about

Join a high-performing FX Operations team that sits at the heart of the trading lifecycle—where accuracy, pace, and smart problem solving keep markets moving. In this temporary role based in the Partners Group Manila office, you’ll support the team’s FX counterparty and Money Market Fund (MMF) onboarding documentation and process (including ISDA/CSA agreements and related regulatory onboarding packs), tracking progress, and ensuring data and evidence are complete, accurate, and audit-ready

If you enjoy running structured workstreams, keeping multiple stakeholders aligned, and being the person who “drives it to completion” when timelines are tight, this will be a great opportunity to build highly transferable skills in markets onboarding and operational controls.

What you'll be doing

  • Run end-to-end onboarding workstreams with banks/counterparties: track actions, manage timelines, and drive items to completion; escalate matters when required.
  • Support onboarding documentation workflows including ISDA/CSA documentation: organise, track, coordinate execution, and ensure accurate filing/version control.
  • Support BAU onboarding of MMFs facilitating the addition of new funds and managing the AML/KYC requirements.
  • Coordinate information and document requests from bank onboarding/credit teams: collate, quality-check, submit, and support refresh cycles.
  • Maintain accurate onboarding trackers/spreadsheets and provide clear weekly status updates (progress, blockers, next actions).
  • Organise, log, and manage incoming onboarding documentation (e.g., Terms of Business / onboarding packs), performing a first-pass review to identify missing items and flag non-standard terms for review.
  • Manage execution logistics (signature coordination, circulation, countersignature follow-up) and ensure executed documents are correctly filed and version-controlled.
  • Populate and maintain static data required for counterparty set-up and (where applicable) regulatory reporting support; perform completeness/accuracy checks and maintain an auditable change log.
  • Coordinate BAU lifecycle maintenance (name changes, terminations) so documentation, trackers, and static data remain consistent; ensure relevant stakeholders are informed.
  • Act as a point person for audit/evidence requests: locate executed documents and supporting materials, track requests, and drive closure actions to completion.
What we expect
  • Bachelor’s degree or equivalent professional qualification.
  • Comfortable working in a fast-paced operations environment with strong attention to detail, ownership mindset, and the ability to manage multiple onboarding items in parallel.
  • Clear, professional communication skills (written and verbal), including confidence engaging internal stakeholders and external bank onboarding/documentation teams.
  • Strong organisation skills: able to maintain trackers, manage document control/versioning, and provide reliable status reporting.
  • Amenable to work under an agency for a 6 (six) month contract

Added requirements (helpful for success in this role)

  • Prior exposure to counterparty onboarding and documentation workflows including ISDA/CSA documentation and execution coordination.
  • Familiarity with OTC FX products and exposure to regulatory reporting support is a plus.
  • Comfortable using trackers/spreadsheets and working with internal Ops/Reg Reporting teams to validate completeness and accuracy.


What we offer

Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow:

  • Professional, international working environment
  • Challenging, rewarding career within a growing company
  • Collaborative environment

www.partnersgroup.com

Please be aware, fraudsters may pose as Partners Group recruiters. All g enuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at hr@partnersgroup.com

Partners Group

About Partners Group

Partners Group is a global private markets firm with USD 174 billion in assets under management and c. 2,000 professionals across 24 offices worldwide.

We seek to generate superior returns through capitalizing on thematic growth trends and transforming attractive businesses and assets into market leaders. As a committed, responsible investor, we aim to deliver lasting, positive impact for all our stakeholders. We provide an innovative range of bespoke client solutions to institutional investors, sovereign wealth funds, family offices and private individuals globally.

Partners Group has been listed on the SIX Swiss Exchange since 2006 (symbol: PGHN).

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Baar, CH
Year Founded
1996
Website
partnersgroup.com
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