Platform Onboarding Specialist

1 day ago

Bengaluru, Karnataka, India beBeeSpecialist Full time ₹ 1,00,00,000 - ₹ 1,50,00,000
Job Overview

The successful candidate will be responsible for onboarding clients onto our platform by scoping, integrating with clients' Order Management Systems (OMS), and establishing workflows. This role requires a deep understanding of transaction management and security master capture across different asset classes, reference data management, and asset servicing.

Key Responsibilities
  • Evaluate, map, and integrate new and existing data vendors with the client's platform.
  • Manage end-to-end onboarding of new clients by gathering requirements and showcasing capabilities clearly.
  • Collaborate with project management and sales teams to understand and gather scope requirements.
Requirements
  • 2-5 years of experience working in the middle office coupled with in-depth domain/finance knowledge.
  • Intricate understanding and experience of handling various vendor implementations into the client platform.
  • Deep understanding of the trade life-cycle (listed and OTC) stages.
  • Working knowledge of various vendors like Bloomberg, Reuters, Markit, etc.
  • Experience in integration with different trade execution systems.
Skills and Qualifications
  • Strong analytical skills, problem-solving skills, and attention to detail.
  • Proven track-record of handling projects and improving processes.
  • Strong interpersonal skills with a collaborative attitude.
  • Effective oral/written communications skills.
  • Ability to work under pressure and take on additional operational tasks.

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