Job Description

In this role, you’ll make an impact in the following ways:

• Manage end-to-end onboarding of clients and funds across OTC derivatives, ETD clearing, and fixed income products, ensuring all legal, credit, operational, and regulatory requirements are completed prior to trading readiness.
• Demonstrate comprehensive knowledge of OTC bilateral agreements (including ISDA and Repo), clearing agreements, MSFTA, and Exchange-Traded Derivatives (ETD) documentation.
• Interpret business requirements and translate them into clear, accurate, and timely updates for internal and external stakeholders.
• Review and validate constitutional and tax documentation required for client onboarding, ensuring completeness and compliance with regulatory standards.
• Maintain a strong understanding of collateral management, regulatory reporting, fund accounting, client reporting, and performance concepts.
• Apply in-depth knowledge of OTC and fixed income products, including product structures and the full trade lifecycle.
• Support the onboarding of global and institutional clients, ensuring adherence to internal policies and external regulatory frameworks.
• Communicate effectively with stakeholders across legal, credit, operations, and client teams to facilitate smooth onboarding processes.
• Utilize Microsoft Excel and PowerPoint for reporting, tracking onboarding progress, and supporting stakeholder communication.
• Deliver information in a structured, professional, and audit-compliant manner.
• Collaborate with team members and contribute to achieving overall team objectives.
• Maintain trackers for onboarding progress, pending approvals and aging items
• Prepare weekly or periodic status report for internal stakeholders
• Monitor workflow bottlenecks and highlight delays with Team
• Actively participate in process improvement initiatives and contribute ideas to enhance efficiency by leveraging automation and AI-driven solutions.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree is required; preferably in finance/accounting/related field.
• 5+ years of work experience preferred.
• Strong knowledge of client onboarding processes within financial services.
• Proven expertise in derivatives documentation (OTC and ETD) and related agreements.
• Ability to manage workload efficiently and prioritize tasks in a dynamic environment.
• Excellent communication and stakeholder management skills.
• Proficiency in Microsoft Office tools, particularly Excel and PowerPoint.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.