At a Glance
- Tasks: Oversee the onboarding lifecycle for trading counterparties and manage compliance processes.
- Company: Join Mercer’s Direct Investment Unit, a leader in investment management.
- Benefits: Enjoy professional development, hybrid work, and a collaborative culture.
- Other info: Opportunity to collaborate across Legal, Trading, and Operations teams.
- Why this job: Shape onboarding workflows in a fast-paced investment environment and make an impact.
- Qualifications: Experience in trading documentation and strong project management skills required.
The predicted salary is between 56700 - 69300 £ per year.
As Trading Documentation and Counterparty Onboarding Manager, you will oversee the full onboarding lifecycle for trading counterparties within Mercer’s Direct Investment Unit. You’ll coordinate internal stakeholders and external counterparties to ensure compliant, timely progression from onboarding to offboarding, with clear visibility of status and dependencies. You will lead kickoff communications and manage AML/KYC, credit, and legal review stages, aligning processes with governance. This role offers the chance to shape onboarding workflows in a fast-moving investment environment and collaborate across Legal, Trading, and Operations teams.
Pay / Benefits
- professional development opportunities
- collaborative and inclusive culture
- hybrid work
- career opportunities
- benefits and rewards to enhance well-being
Responsibilities
- Own and maintain the trading document pipeline tracker with current prioritisation
- Chair weekly stakeholder pipeline calls and ensure actions are tracked and closed
- Prepare slides and coordinate updates for monthly meetings and follow through on actions
- Coordinate prioritisation with stakeholders to reflect business needs and onboarding sequencing
- Track progression through each stage of onboarding and provide visibility of status, dependencies and blockers
- Lead onboarding kick-off communications with counterparties and coordinate AML/KYC and credit requirements
- Manage document collection, AML/KYC and credit review stages including onboarding platforms
- Own the offboarding process with bank counterparties in line with governance requirements
Key requirements
- Experience in trading documentation, counterparty onboarding, legal intake or lifecycle management within financial services or investment management
- Proven project management capability coordinating multiple workstreams and competing priorities
- Knowledge of AML/KYC, credit, legal documentation and onboarding controls
- Strong stakeholder management skills across Legal, Trading, Operations and external counterparties
- High attention to detail, sound judgment and structured issue escalation
- Familiarity with workflow platforms, onboarding systems and internal tracking/reporting tools
- calm, organized and proactive approach
- ability to lead cross-functional collaboration
- strong communication and governance mindset
- AML/KYC knowledge
- credit review processes
- onboarding platforms
Trading Documentation and Counterparty Onboarding Manager – London employer: Mercer Consulting
As a leading global advisory firm based in London, we pride ourselves on fostering an inclusive culture that prioritises professional development and well-being. Our hybrid work model offers flexibility while providing a range of career opportunities, allowing you to engage with senior stakeholders and contribute to impactful remuneration consulting. Join us to be part of a dynamic team where your analytical skills will shape executive pay strategies for top-tier clients.
StudySmarter Expert Advice🤫
We think this is how you could land Trading Documentation and Counterparty Onboarding Manager – London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Mercer Consulting. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Mercer Consulting.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Mercer Consulting. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Trading Documentation and Counterparty Onboarding Manager – London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Mercer Consulting and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Mercer Consulting how you can be a team player!
How to prepare for a job interview at Mercer Consulting
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Mercer Consulting.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Mercer Consulting's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
