FX Regulatory and Onboarding Specialist | 6 months contract
Partners Group View all jobs
- Taguig City, Metro Manila
- Permanent
- Full-time
- 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.
- 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.
- Amenable to work under an agency for a 6 (six) month contract
- Prior exposure to counterparty onboarding and documentation workflows including ISDA/CSA documentation and execution coordination.
- 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.
- Professional, international working environment
- Challenging, rewarding career within a growing company
- Collaborative environment