Client Onboarding Analyst

Client Onboarding Analyst

We are seeking a senior-level Client Onboarding Analyst to support securities lending clients across equities and fixed income products. This role owns the end-to-end client onboarding process, managing multiple concurrent projects while serving as a primary client-facing partner. The ideal candidate brings strong securities lending operations experience, excellent communication skills, and the ability to translate business needs into clear operational and technical requirements.

Key Responsibilities

• Manage 10 to 15 client onboarding projects simultaneously.
• Own the full onboarding lifecycle from documentation and application review through testing and activation.
• Serve as the primary point of contact for clients throughout the onboarding process.
• Apply securities lending business knowledge across equities and bonds to align client needs with available products.
• Support and coordinate client testing using web-based user interfaces and internal systems.
• Troubleshoot onboarding issues related to data, files, documentation, and specifications.
• Translate business requirements into clear specifications and partner with internal teams.
• Lead frequent client calls and provide guidance throughout the onboarding process.
• Act in a pre-sales support capacity by explaining products, workflows, and capabilities.

Required Qualifications

Experience: 8+ years of capital markets operations experience with direct securities lending exposure. Candidates must have a strong securities lending background and proven experience managing end-to-end client onboarding or implementation initiatives.

Technical Skills: Strong proficiency in Microsoft Office, including PowerPoint, is required. The role requires the ability to read, interpret, and work with technical specifications.