Montreal [Hybrid] - Relationship Onboarding Analyst
About the role
About the Company
As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Geneva, Lisbon, Porto and Casablanca.
We are looking for an Application Support Analyst specialized with Treasury one of our clients, an investment bank set in Montreal
Key responsabilities
RESPONSIBILITIES
Coordinate the onboarding of clients on eTrading platforms including Fxall, Bloomberg, Tradeweb, 360T, MarketAxess, EBSDirect and others. Manage platform setup activities including mapping, reconciliation and configuration updates. Support electronic trading products across Fixed Income (IRS, Cash Bonds, Credit) and FX (Spot, Forward, Swap, NDF, Options, Algos). Act as a control point for new client onboardings by ensuring all required approvals are obtained from Trading, Regulatory, KYC and Limits teams. Verify client eligibility for access to the Bank's electronic pricing offering. Maintain existing client trading setups and perform updates as required. Serve as the primary point of contact for e-trading inquiries from internal stakeholders and external clients. Support global operations through management of shared mailboxes and hotline coverage following a "follow-the-sun" model. Partner with Front Office teams to improve process security, operational efficiency and client satisfaction. Liaise with external vendors regarding platform-related issues and inquiries. Implement new processes and contribute to the rollout of new systems. Provide demonstrations and training sessions to internal departments. Participate in initiatives supporting the development and expansion of the electronic trading offering.
Profile
REQUIREMENTS
Mandatory 1 to 2 years of experience in the financial industry. Bachelor's degree or equivalent financial industry experience. Strong collaborative mindset and ability to build positive relationships with diverse stakeholders. Knowledge-sharing mentality and willingness to support team success. Professional and respectful communication skills. Ability to remain calm and effective under pressure. Strong learning agility and willingness to take on new challenges outside of one's comfort zone. Continuous improvement mindset with the ability to identify opportunities to enhance performance and productivity. English language proficiency.
Nice to Have
Client-facing experience and strong public relations skills. Data manipulation and metrics reporting experience. Broad knowledge of financial markets and products, including Equities, Fixed Income, OTC products, Futures and Options. Understanding of regulatory frameworks such as Dodd-Frank, FATCA and FinCEN. Knowledge of legal documentation related to account opening. Familiarity with KYC processes. Familiarity with compliance regulations.
Not the right fit? Search for Montreal [Hybrid] jobs in Montreal, Quebec, Canada
About QUANTEAM - North America (RAINBOW PARTNERS Group)
Quanteam is labeled "Best Workplace Experience 2021" by Speak & Act!
Part of Rainbow Partners Group, Quanteam is an independent Financial Markets consulting company based in France, the UK, the USA, Canada, Switzerland, Belgium, Portugal, Morocco, Spain or Singapore. Our teams support Corporate and Investment Banks, Asset Management Companies, Insurance and Corporate for their projects in financial engineering, quantitative research, regulatory implementation, SI transformation, and technology innovation.
We are currently looking for talented Consultants in New York, Chicago, Dallas, Miami and Montréal. If you seek new career opportunities, please send us your application by mail (hiring@quanteam.us) or visit our Career section on LinkedIn. For more information on our expertise, please visit our website.
Quanteam is positioned as a unique multi-specialist in the Financial, Insurance, and Digital Transformation sectors. We have the ability to manage complex projects involving Front, Risk, R/D, Regulatory, Compliance, and IT teams. We rely on a team of +850 employees based in Europe, North America and Africa. Finally, we recorded 88M€ of turnover in 2024.
Similar Jobs
Montreal [Hybrid] - Relationship Onboarding Analyst
About the role
About the Company
As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Geneva, Lisbon, Porto and Casablanca.
We are looking for an Application Support Analyst specialized with Treasury one of our clients, an investment bank set in Montreal
Key responsabilities
RESPONSIBILITIES
Coordinate the onboarding of clients on eTrading platforms including Fxall, Bloomberg, Tradeweb, 360T, MarketAxess, EBSDirect and others. Manage platform setup activities including mapping, reconciliation and configuration updates. Support electronic trading products across Fixed Income (IRS, Cash Bonds, Credit) and FX (Spot, Forward, Swap, NDF, Options, Algos). Act as a control point for new client onboardings by ensuring all required approvals are obtained from Trading, Regulatory, KYC and Limits teams. Verify client eligibility for access to the Bank's electronic pricing offering. Maintain existing client trading setups and perform updates as required. Serve as the primary point of contact for e-trading inquiries from internal stakeholders and external clients. Support global operations through management of shared mailboxes and hotline coverage following a "follow-the-sun" model. Partner with Front Office teams to improve process security, operational efficiency and client satisfaction. Liaise with external vendors regarding platform-related issues and inquiries. Implement new processes and contribute to the rollout of new systems. Provide demonstrations and training sessions to internal departments. Participate in initiatives supporting the development and expansion of the electronic trading offering.
Profile
REQUIREMENTS
Mandatory 1 to 2 years of experience in the financial industry. Bachelor's degree or equivalent financial industry experience. Strong collaborative mindset and ability to build positive relationships with diverse stakeholders. Knowledge-sharing mentality and willingness to support team success. Professional and respectful communication skills. Ability to remain calm and effective under pressure. Strong learning agility and willingness to take on new challenges outside of one's comfort zone. Continuous improvement mindset with the ability to identify opportunities to enhance performance and productivity. English language proficiency.
Nice to Have
Client-facing experience and strong public relations skills. Data manipulation and metrics reporting experience. Broad knowledge of financial markets and products, including Equities, Fixed Income, OTC products, Futures and Options. Understanding of regulatory frameworks such as Dodd-Frank, FATCA and FinCEN. Knowledge of legal documentation related to account opening. Familiarity with KYC processes. Familiarity with compliance regulations.
Not the right fit? Search for Montreal [Hybrid] jobs in Montreal, Quebec, Canada
About QUANTEAM - North America (RAINBOW PARTNERS Group)
Quanteam is labeled "Best Workplace Experience 2021" by Speak & Act!
Part of Rainbow Partners Group, Quanteam is an independent Financial Markets consulting company based in France, the UK, the USA, Canada, Switzerland, Belgium, Portugal, Morocco, Spain or Singapore. Our teams support Corporate and Investment Banks, Asset Management Companies, Insurance and Corporate for their projects in financial engineering, quantitative research, regulatory implementation, SI transformation, and technology innovation.
We are currently looking for talented Consultants in New York, Chicago, Dallas, Miami and Montréal. If you seek new career opportunities, please send us your application by mail (hiring@quanteam.us) or visit our Career section on LinkedIn. For more information on our expertise, please visit our website.
Quanteam is positioned as a unique multi-specialist in the Financial, Insurance, and Digital Transformation sectors. We have the ability to manage complex projects involving Front, Risk, R/D, Regulatory, Compliance, and IT teams. We rely on a team of +850 employees based in Europe, North America and Africa. Finally, we recorded 88M€ of turnover in 2024.