Onboarding Consultant managing customer onboarding process for data management services in environmental compliance. Collaborating with clients and Account Managers to ensure seamless onboarding experience.
About the role
- FX Regulatory and Onboarding Specialist at Partners Group supporting FX counterparty and MMF onboarding documentation. Managing workflows, timelines, and ensuring accurate and audit-ready data.
Responsibilities
- Run end-to-end onboarding workstreams with banks/counterparties: track actions, manage timelines, and drive items to completion; escalate matters when required
- Support onboarding documentation workflows including ISDA/CSA documentation: organise, track, coordinate execution, and ensure accurate filing/version control
- Support BAU onboarding of MMFs facilitating the addition of new funds and managing the AML/KYC requirements
- Coordinate information and document requests from bank onboarding/credit teams: collate, quality-check, submit, and support refresh cycles
- Maintain accurate onboarding trackers/spreadsheets and provide clear weekly status updates (progress, blockers, next actions)
- Organise, log, and manage incoming onboarding documentation (e.g., Terms of Business / onboarding packs), performing a first-pass review to identify missing items and flag non-standard terms for review
- Manage execution logistics (signature coordination, circulation, countersignature follow-up) and ensure executed documents are correctly filed and version-controlled
- Populate and maintain static data required for counterparty set-up and (where applicable) regulatory reporting support; perform completeness/accuracy checks and maintain an auditable change log
- Coordinate BAU lifecycle maintenance (name changes, terminations) so documentation, trackers, and static data remain consistent; ensure relevant stakeholders are informed
- Act as a point person for audit/evidence requests: locate executed documents and supporting materials, track requests, and drive closure actions to completion
Requirements
- Bachelor’s degree or equivalent professional qualification
- Comfortable working in a fast-paced operations environment with strong attention to detail, ownership mindset, and the ability to manage multiple onboarding items in parallel
- Clear, professional communication skills (written and verbal), including confidence engaging internal stakeholders and external bank onboarding/documentation teams
- Strong organisation skills: able to maintain trackers, manage document control/versioning, and provide reliable status reporting
- Prior exposure to counterparty onboarding and documentation workflows including ISDA/CSA documentation and execution coordination (helpful for success in this role)
- Familiarity with OTC FX products and exposure to regulatory reporting support is a plus
- Comfortable using trackers/spreadsheets and working with internal Ops/Reg Reporting teams to validate completeness and accuracy
Benefits
- Professional, international working environment
- Challenging, rewarding career within a growing company
- Collaborative environment
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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