Job Description
**About the Role:**
**Grade Level (for internal use):**
08
**The Role: CPM Clients Operations – Operations Specialist**
**The Team:**
The Counterparty Manager Operations team is committed to providing a seamless onboarding experience for our clients. We focus on entity management and data control, collaborating closely with clients to ensure accurate and up-to-date information. Our team values efficiency and aims to deliver exceptional service while simplifying complex processes. Counterparty Manager is an essential tool that enables buy-side and sell-side counterparts to streamline client onboarding and automate the sharing of regulatory data with bodies such as ISDA, FATCA, EMIR, and ASIC. It also facilitates FATCA compliance by allowing clients to upload and share various documents, including W-8, W-8BEN-E, and other necessary forms, ensuring smooth contracting processes and enhancing compliance and...
**Grade Level (for internal use):**
08
**The Role: CPM Clients Operations – Operations Specialist**
**The Team:**
The Counterparty Manager Operations team is committed to providing a seamless onboarding experience for our clients. We focus on entity management and data control, collaborating closely with clients to ensure accurate and up-to-date information. Our team values efficiency and aims to deliver exceptional service while simplifying complex processes. Counterparty Manager is an essential tool that enables buy-side and sell-side counterparts to streamline client onboarding and automate the sharing of regulatory data with bodies such as ISDA, FATCA, EMIR, and ASIC. It also facilitates FATCA compliance by allowing clients to upload and share various documents, including W-8, W-8BEN-E, and other necessary forms, ensuring smooth contracting processes and enhancing compliance and...
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