Onboarding Analyst

About the Role:

The Team: OSTTRA Client Services group is a team of Capital Markets professionals, who build, support and protect the applications that operate our network and the client flows on a portfolio of OSTTRA platforms. As part of the Client Services Group, the Harmony Adoption team facilitates the adoption of new clients onto a host of OSTTRA platforms.

Responsibilities and Impact: OSTTRA plays a critical role in supporting global financial markets, connecting thousands of counterparties on our multi-asset networks that underpin the post trade lifecycle from trade capture, through portfolio optimization, to clearing and settlement. Our customers include banks, hedge funds, asset managers, fund administrators and insurance companies. Together with the Technical Project Management and Client Support teams, Clients Services works to facilitate post-trade flow between counterparties. Our products and services have become deeply embedded in the systems and workflows of many of our customers. We support, protect and manage high-performance, resilient platforms that process more than 100 million messages a day. Our services are vital to automated trade processing around the globe, managing peak volumes and working with our customers and regulators to ensure the efficient settlement of trades and effective operation of global capital markets.

As a member of the Harmony Adoption team you will be integrating clients onto our platforms, connecting them with counterparties for their post trade flow. The ideal candidate will be client focused, have great communication and organization skills, and be able to work independently. Collaboration with members of Client Services, other internal teams, and Clients will be essential to be successful in this role.

The role will primarily focus on adding to implementations & integrations of new and existing clients onto our Securities and Derivatives platforms. It is expected to collaborate with other members of Client Services and Sales, in order to accurately and efficiently integrate new clients.

This role is based out in New York and expected to work with different teams and colleagues across the globe.

In this role you will:

• Develop and maintain productive client relationships and demonstrate a positive customer experience during Adoption through go-live

• Act as the primary liaison for Clients, Brokers and Funds Admins.

• Integrate client flows and set up counterparty relationships.

• Manage a pipeline of Adoption cases to ensure accurate and timely go-lives using SalesForce as our ticketing tool.

• Effectively manage time so that tasks are completed by the expected due date

• Complete file testing

• Be available to attend onsite client meetings and client requested review sessions as needed.

• Work with various internal groups (Product/Project management, Support, Sales,  IT, managed services) in different regions to ensure connectivity and assist when needed to resolve client queries.

• Verify connectivity and issue free flows with clients and Brokers

• Hand over to the operations teams once live

• Teamwork

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $60,000 to $75,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual incentive bonus.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.

What We're Looking For:

Basic Required Qualifications:

As a member of a dynamic global team, good teamwork is essential in this role. Assisting others, reliability, and taking ownership where required.

• Client Focused. Customer service and satisfaction are key priorities for the firm. Candidates must be aware of the impact of their actions on internal and external clients.

• Knowledge of basic transport protocol knowledge, including MQ, FTP, Sftp, FIX and TOF formatted in XML, CSV, FIX, TRML and SWIFT.

• Resourceful, committed, analytical and able to problem-solve with limited direction.

• Strong awareness of client confidentiality and data protection risks.

• Excellent interpersonal, written, and verbal communication skills.

• Ability to work effectively as part of a team in a very fast paced environment and fulfil required Adoption tasks in a timely manner.

• Ability to document detailed workflow processes.

• Process-oriented with excellent organizational skills.

• Creative problem solver

• Excellent verbal and written communication skills

Additional Preferred Qualifications

• Bachelor’s degree preferred.

• Previous experience working with software systems and technology is preferable.

• Advanced Excel skills are a plus.

• Knowledge of financial markets and securities/derivatives a plus.

Right to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

About OSTTRA

Candidates should note that OSTTRA is an independent firm, jointly owned by S&P Global and CME Group.  As part of the joint venture, S&P Global provides recruitment services to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts.

OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years:  MarkitServ, Traiana, TriOptima and Reset.  OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.

 With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.

Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets. 

Learn more at www.osttra.com.

What’s In It For You?

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include: 

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to[email protected]. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activityhere.

20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)