Overview


Job title: Funds Onboarding Analyst

Company: Barclays

Job description: Job Title: Funds Onboarding Analyst Location: Noida About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group. Risk and Control Objective Take ownership for managing risk and strengthening controls in relation to the work you do. Working Flexibly We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility, then please discuss this with the hiring manager, and your request will be reviewed subject to business needs Hybrid Working Structured hybrid role: At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business. Introduction The key function of the Products Onboarding team is performing the required processes in order to effectively On-board clients and accounts to trade with Barclays. This includes performing Regulatory, Legal and other control checks to facilitate on-boarding of products. This role is generally not external-client facing, but there is a high amount of interaction with various internal teams, including Sales, Trading, Middle Office, KYC, Legal, and other areas. What will you be doing The Products Onboarding team (part of Client Operations Group) is an integral part of the Global Operations Division and supports a wide variety of activities across a range of financial markets globally. . Verify and approve products raised by multiple on-boarding teams . Ensure all the product specific requirements are fulfilled before products are approved. . Ascertain all the products have an underlying legal document in place before it is approved. . Ensure Incomplete documented products are transferred to the legal department. . Respond to queries regarding the status of specific requests. . Depending on level expertise, working closely with team leads to help input into initiatives . Build KPIs and MI Reports for management periodically . Reviewing control reports, investigating and resolving breaks. . Monitor Barclays internal workflow queue and ensure all the product requests are attended, verified and approved. . Perform necessary tasks/control checks during on-boarding process (e.g. to comply with global and local regulatory requirements) . Work closely with Business, KYC, legal and operations team to facilitate smooth on-boarding process. . Liaising with management of Legal negotiation team to ensure that new documentation requirements are embedded into procedures. . Ensure products with incomplete documents are allocated to legal team using legal workflow management system. . Review multiple control reports to ensure deliverables are met without compromising the legal and regulatory framework of the process. . Reviewing multiple queues to minimize aged requests and ensuring data quality. . Supporting ad hoc project requests . Review the F2B process on an ongoing basis, identify patterns and trends to streamline the Onboarding process and increase service quality . Build KPIs and MI Reports for management periodically What we’re looking for: . Minimum Bachelor’s Degree . Relevant years of prior experience in client on-boarding related roles in an Investment Bank . Strong analytical skills and excellent attention to detail . Be an effective and articulate communicator via e-mail and telephone especially important when communicating requirements and managing Client / Business expectations. . Highly organized with excellent attention to detail. . Excellent time management and prioritization skills. . Ability to adopt and maintain a logical approach in a pressurized environment. . Investigative in nature with a knack for seeking information. . Confident individual who is comfortable with multi-tasking. . Highly motivated and able to work with minimal supervision. . Strong team player. Skills that will help you in the role: . Good understanding of the mechanics of an Investment Bank setup. . Knowledge of regulatory implications of different asset classes. . High literacy in industry standards such as FACTIVA, World Check, ALACRA, Orbis etc. . Understanding of investment banking products eg. Fixed Income, FX, Derivatives . Experience with Legal Documentation (ISDA, MRA, MSLA, MSFTA, etc) . Knowledge of principal only and agent-principal set-ups eg. hedge fund, pension fund, trusts Where will you be working Noida Be More at Barclays At Barclays, each day is about being more – as a professional, and as a person. ‘Be More @ Barclays’ represents our core promise to all current and future employees. It’s the characteristic that we want to be associated with as an employer, and at the heart of every employee experience. We empower our colleagues to Be More Globally Connected, working on international projects that improve the way millions of customers handle their finances. Be More Inspired by working alongside the most talented people in the industry, and delivering imaginative new solutions that are redefining the future of finance. Be More Impactful by having the opportunity to work on cutting-edge projects, and Be More Valued for who you are. Interested and want to know more about Barclays Visit home.barclays/who-we-are/ for more details. Purpose, Values and Mindset We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term. Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship. Respect We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone’s contribution. Integrity We operate with honesty, transparency and fairness in all we do. Service We act with empathy and humility, putting the people and businesses we serve at the centre of what we do. Excellence We champion innovation, and use our energy, expertise and resources to make a positive difference. Stewardship We prize sustainability, and are passionate about leaving things better than we found them. Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do our Mindset is to Empower, Challenge and Drive. Empower Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure. Challenge Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints. Drive Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.

Location: Delhi

Job date: Sat, 04 May 2024 22:08:08 GMT