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Contractor - Specialist, Portfolio Services

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Portfolio & Fund Services
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Team Overview

 

Schroders Counterparty Onboarding & Operations Controls team is responsible for coordination of activities relating to operational and system controls amongst Portfolio Services teams, account set up with counterparties as well as oversight of custodian & counterparty service provision.

 

Role Overview

  • Manage counterparty on-boarding process for new accounts – work with various personnel such as Schroders London counterpart for global trading options, external counterparties for different investment instruments including equities, bonds, forex, fixed deposits; as well as external clearing / executing brokers for exchange traded & over the counter derivatives. 
  • Ensure counterparty adherence to Schroders requirements relating to account set up 
  • Oversight of counterparty and custodian service provision to Portfolio Services teams 
  • Undertake counterparty and custodian reviews. 
  • Benchmarking for top tier counterparties and custodians. 
  • Coordinate counterparty and custodian survey responses. 
  • Coordinate regular reviews of operating memorandum 
  • Ensure effective control of operational changes driven by regulation or business needs.

 

Essential Skills

  • Excellent interpersonal and communication skills, both written and verbal 
  • Basic understanding of financial instruments 
  • Good organizational & time management skills 
  • Ability to multi task 
  • Committed and enthusiastic

 

Desirable Skills

  • Experience in on-boarding related activities / processes will be a plus. 
  • Good understanding of forex and/or derivatives products.

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