Investment Banking, Capital Markets Operations, Account Onboarding (Associate/Vice President)
Core
End-to-end onboarding and lifecycle management of DVP and Cash-Custody accounts for institutional and corporate clients across multiple clearing firms.
Role type
Capital Markets Operations Associate / Vice President (Account Onboarding & Maintenance)
Builds
Operational workflows for account opening, maintenance, and statement delivery supporting Capital Markets coverage
Domain
Financial Services / Capital Markets Operations / Clearing & Custody
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Account onboarding execution, DVP and Cash-Custody account setup, Multi-clearing firm coordination, NIGO resolution, Data validation (legal entities, SSIs), Regulatory compliance adherence, Cross-functional stakeholder management, Process improvement
Preferred skills
Hands-on DVP/Cash-Custody account experience, Multi-clearing firm portal navigation, Corporate program support (ATMs, buybacks), CRM and workflow tool proficiency, Advanced Excel
Responsibilities
Manage end-to-end onboarding from intake to activation, Open and establish DVP and Cash-Custody accounts, Resolve NIGO documentation gaps, Validate account data and settlement instructions, Perform ongoing account maintenance (name changes, signatories, attributes), Manage month-end statement delivery requests, Coordinate corporate account operational support (ATMs, buybacks), Drive workflow enhancements and mentor junior members
Seniority
Associate (Execution) / Vice President (Strategy & Mentorship)
