About the job
As a Transition and Onboarding Officer, you will drive the end-to-end implementation of new client mandates. You will be responsible for translating complex client requirements into functional operational workflows, ensuring that all technological, credit, and legal components are completed to align with established requirements in a timely manner. This role requires a unique blend of front-office commercial awareness and deep operational expertise, acting as a project manager and client advisor to ensure a flawless transition from sales origination to live trading.
Your Main Activities Are
- Engage with new clients to gather all commercial, trading, technical, and operational requirements, leveraging a deep understanding of system flows and technological capabilities to enhance the client experience from the onset
- Partner closely with Sales, Relationship Managers, Risk, Credit, Legal, IT, and Product leads to manage the end-to-end onboarding lifecycle, ensuring all pricing, credit approvals, and legal documentation are secured efficiently
- Collaborate with other Global Markets businesses to facilitate the onboarding of BNP's suite of margin optimization solutions
- Establish and maintain a rigorous governance framework to provide both clients and internal stakeholders with transparency through proactive milestone tracking and status reporting
- Oversee the setup of critical operational workflows--including execution, allocation, reconciliation, and collateralization--while providing front-office oversight during the initial go-live phase to mitigate risks and ensure a smooth transition
- Build foundational client relationships by developing a deep understanding of their service expectations and ensuring a high-touch, seamless experience from the onset of the mandate
Profile and Skills to Success
- Bachelor degree in Business Management, Economics, Law or similar
- At least 2 year of experience on onboarding or due diligence roles
- Fluency in English, both written and spoken
- Proficiency in MS Office Pack, particularly Excel and PowerPoint
- Ability to collaborate and deliver results as well as having attention to detail
- Great analytical skills and ability to support change and adapt
About the Team
Derivatives Execution & Clearing (DEC) is a premier execution and clearing business within Global Markets, providing access to over 70 of the world's largest exchanges to Corporate and Institutional clients. DEC combines the specialized strengths of Global Markets across Exchange Traded Derivatives (ETD) Execution, OTC Clearing, and ETD Clearing.
The Transition and Onboarding team serves as the critical first touchpoint for clients entering the DEC ecosystem. Focused on delivering a seamless client experience, the team guides Hedge Funds, Asset Managers, Insurance Companies, and Regional Banks through the onboarding process onto BNP's US derivatives clearing platform at BNP Securities Corp. We act as the strategic bridge between a client's initial mandate and their long-term operational success.
About Global Markets
BNP Paribas’ Global Markets business offers a broad range of products and services in the global interest rates, credit, currency, equities & commodity markets. Global Markets help their franchise of clients find effective ways to raise and invest capital as well as manage their exposure to risk. Their client base comprises of hundreds of corporations, institutional investors, banks, governments, and supranational organisations
Global Markets has the scale and reach to conduct business anywhere in the world and deliver products denominated in almost all the world’s currencies
#LI-Hybrid #careerboost
#LI-Hybrid
Why joining BNP Paribas?
* Leading banking institution
Leading player in banking and financial services in Europe, BNP Paribas operates in 64 countries and has nearly 178,000 employees, including more than 144,000 in Europe
* International reach
The Group holds key positions in several areas of banking and financial services that are structured around three operating divisions:
* Corporate & Institutional Banking (CIB) connects companies needing financing and institutional clients looking for investment opportunities division that offers tailored financial solutions for corporate and institutional clients.
* Commercial, Personal Banking & Services (CPBS) brings together all our commercial banks and several specialised businesses
* Investment & Protection Services (IPS) combines a unique continuum of products and services across protection, saving, investment and real estate including specialised businesses offering a wide range of savings, investment and protection services
* Our presence in Portugal
In Portugal since 1985, BNP Paribas today has more than 9.220 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 centres of expertise providing value-added services to various countries where the BNP Paribas Group also operates.
* Diversity and Inclusion commitment
BNP Paribas ´ambition is to cultivate an open and responsive environment for all that encourages collaboration and interaction. We demonstrate our commitment by actively contributing to the Group’s Diversity and Inclusion strategy and goals, in line with the United Nations Sustainable Development Goals. As part of our local Corporate and Social Responsibility - Diversity & Inclusion strategy, BNP Paribas Portugal is committed to:
* Promote a fair and unbiased recruitment process and offer professional development opportunities to all employees
* Celebrate diversity and advocate for inclusion, both externally and internally, encouraging employee’s participation, creating space for different voices to be heard.
To foster the effort of BNP Paribas Portugal, multiple initiatives and events take place throughout the year where our people can find out more on the importance of diversity inclusion at the workplace and in our society.
* Remote Working Conditions
At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working options adapted to our hybrid working environment. To ensure a comfortable and efficient working setup, eligible employees are provided with both office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional items at reduced prices.
* Commitment towards work/life balance
Supporting employees in a hybrid way of working while providing them with the means to maintain a work-life balance is an essential dimension of our Smart Working program. At BNP Paribas, we care about our employees’ wellbeing and promote a culture of good integration between work and personal life.
To find out more on why you should join BNP Paribas please read our [1] Employee Value Proposition and our [2] Career path page.
* Please note that only applications submitted in English will be considered.
