Onboarding Specialist - Equity Swaps Focus

Overview

We are seeking a dedicated Onboarding Specialist with a focus on Equity Swaps to join a global asset management firm located in Downtown Boston, MA. This 12-month contract role involves supporting client onboarding activities throughout the onboarding lifecycle within a Financing Solutions team.

Key Responsibilities

• Assist with onboarding procedures primarily related to Equity Swaps within the Financing Solutions team.
• Gather, evaluate, and systematically organize onboarding data and required documentation.
• Create and circulate onboarding packages, questionnaires, requests for information, and progress notifications.
• Maintain onboarding tracking systems and workflow tools to ensure milestones are met timely.
• Communicate with clients and internal teams regarding outstanding onboarding needs.
• Coordinate onboarding steps with teams such as Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and Legal.
• Ensure precise record-keeping and document management throughout the onboarding process.
• Generate status reports and updates for management.
• Support account setup and verify onboarding preparedness.
• Handle post-onboarding inquiries and administrative tasks as needed.

Qualifications

• Bachelor’s degree preferred in Finance or a related discipline.
• At least three years’ experience in client and account onboarding within financial services or asset management industries.
• Prior experience working with derivatives and swaps is strongly desired.
• Familiarity with OTC derivatives is necessary.
• Capable of managing multiple tasks efficiently in a dynamic environment.
• Excellent organizational and project management capabilities.
• Proficient in Microsoft Excel, Word, Outlook, and PowerPoint.

Additional Information

• Hourly rate ranges from $40 to $45, depending on experience.
• Schedule consists of a 40-hour workweek, working onsite four days per week.
• Start date is July 27, 2026.