What are the responsibilities and job description for the Third Party Onboarding Analyst position at Dexian?
OVERVIEW
RIO is the firm’s initiative to migrate accounts to the CIB strategic middle‑office platform, integrating clients’ third‑party ecosystems—custodians, transfer agents, fund administrators, brokers, and collateral managers—onto IMOS strategic infrastructure.
JOB DESCRIPTION
Seeking a senior client-facing lead to manage third party onboarding for North America within RIO. You will be the daily point of reference for clients and third parties, translating current state models into a target state on the IMOS strategic platform, providing crisp updates in daily forums, and serving as an SME across connectivity, messaging, and middle office processes. The role is Boston based, supported by an offshore team in India, and reports to a UK based manager.
RESPONSIBILITIES
- Client leadership and point of contact: Own day to day onboarding for custodians, transfer agents, fund accountants, brokers, counterparties, and collateral managers; clarify scope, sequencing, timelines, and acceptance criteria to reach the IMOS target state.
- End to end execution: Drive intake, due diligence, connectivity setup, messaging certification, testing, go live readiness, cutover, and stabilization on the IMOS strategic infrastructure with clear backout plans and evidence capture.
- Cross functional orchestration: Partner with Product, Operations, Reference Data, Testing, and Technology to define scope, the future third party model, and executable onboarding plans; ensure downstream readiness across trade lifecycle, cash, and corporate actions.
- Connectivity, messaging, and testing: Lead design and certification of SWIFT and SFTP connectivity, solve non market standards and bespoke formats, and manage UAT planning, execution, and defect triage with clear entry/exit criteria.
- Governance, reporting, and controls: Maintain dashboards and metrics to demonstrate progress and quality; report risks, issues, and decisions in daily program updates; continually enhance processes and controls throughout migration.
- On/offshore leadership: Lead and coach an India based pod with SLAs and quality standards; foster a diverse, high performing, learning focused culture across locations.
QUALIFICATIONS
- Domain/technical: Strong grasp of the trade lifecycle, cash management, and corporate actions across products; demonstrable experience working within custody (processes, controls, and service models); subject matter expertise in third party SWIFT messaging and connectivity problem solving; familiarity with common data formats used in custody and fund operations.
- Delivery/stakeholders: Demonstrated success engaging clients and third parties and partnering across functions through planning, onboarding, and migration; excellent communication and relationship building; self starter operating across time zones.
- Tools/analytics: Proficiency with Monday.com as the primary workflow/portfolio tool; advanced Excel and PowerPoint for MI and executive ready reporting; Alteryx/Tableau experience is a strong plus for onboarding dashboards and metrics.
- Right first time connectivity/messaging certification; reduced go live issues and stable post migration operations with robust evidence and controls.
- Clear, data driven reporting that surfaces risks and decisions promptly and shows progress against plans and SLAs; positive client/third party feedback on collaboration and issue resolution.
WORKING MODEL
Boston based role with regular client/third party interaction; daily engagement with global stakeholders, including a UK based manager and India offshore team; flexibility for time zone overlaps.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.