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- Tasks: Coordinate onboarding of derivative trading relationships and support stakeholders with updates and queries.
- Company: Join Standard Life, a leader in guiding people through life's big decisions.
- Benefits: Enjoy a competitive salary, excellent pension, private medical insurance, and 38 days holiday.
- Other info: Flexible working options available, including part-time and job-share opportunities.
- Why this job: Make a real impact in the asset management industry while working flexibly.
- Qualifications: Experience in derivatives onboarding and strong analytical skills required.
The predicted salary is between 42000 - 42000 £ per year.
Here at Standard Life, we guide millions of people through some of life’s biggest decisions. We’re searching for a Derivatives & Collateral Onboarding Associate who shares our commitment to putting customers first, aiming high and working together to join the Middle Office team.
Job Details
- Job Type: Permanent
- Location: This role could be based from our Edinburgh, Birmingham or London offices with time spent working from home and from the office (3 days) with some travel between Phoenix offices)
- Flexible working: All roles are open to part‑time, job‑share and other types of flexibility.
- Salary and benefits: From £42,000 (subject to experience) plus bonus, excellent pension scheme, private medical insurance, electric vehicle scheme, 38 days holiday incl. Bank Holidays (pro‑rated), plus 12× salary life assurance, career breaks, income protection, 3× volunteering days and much more!
Role Overview
The Derivatives & Collateral Onboarding Associate plays an important role within the Middle Office, supporting the Asset Management Front Office by coordinating the end‑to‑end onboarding of derivative trading relationships across Standard Life entities. The role contributes to ensuring that operational, legal, regulatory and system requirements are met, including KYC, legal documentation (ISDA, CSA, GMRA, CDEA), EMIR delegated reporting, variation and initial margin requirements, and counterparty setup across internal systems and external trading platforms. The Associate works closely with a wide range of internal and external stakeholders, including Front Office, Legal, Compliance and Risk teams, as well as external custodians, counterparties and vendors. The role requires strong organisational skills and the ability to build effective working relationships to help prioritise onboarding requests, resolve queries and provide clear, timely updates to stakeholders.
Key Responsibilities
- Coordinating the end‑to‑end onboarding of new and existing derivative trading counterparties
- Acting as a key point of contact and developing subject‑matter expertise in derivative and collateral onboarding, supporting stakeholders by providing updates and helping to resolve queries
- Coordinating KYC and reverse‑KYC requirements, documentation requests, screening and ad‑hoc queries across relevant teams
- Building and maintaining effective working relationships with internal stakeholders and external counterparties, helping to ensure clear prioritisation of in‑flight onboarding requests
- Supporting the setup and ongoing maintenance of counterparty, agreement and portfolio configurations across Aladdin (Deco, Compliance Workbench, Counterparty Config)
- Overseeing counterparty setup on trading and confirmation platforms (FXALL, TradeWeb, DTCC, MarkitWire)
- Coordinating derivative legal documentation (ISDA, CSA, GMRA, CDEA, IM CSD, ACA) with internal and external legal counsel
- Maintaining accurate derivatives and collateral agreement data, including oversight of IM thresholds, MTAs and EMIR delegated reporting requirements
- Identifying issues in a timely manner, applying sound judgement around escalation, and ensuring risks are clearly communicated to management
Qualifications
- Experience working in a Derivatives and/or Collateral Onboarding role within the Asset Management industry
- Demonstrated understanding of derivative products, associated legal documentation (ISDA, CSA, GMRA, CDEA) and margin requirements (VM and IM)
- Experience supporting KYC and due‑diligence processes, with an understanding of associated documentation requirements
- Demonstrated knowledge of operational and regulatory requirements relating to derivatives
- Strong analytical skills, with a focus on accuracy and quality in data management
- Experience managing stakeholder interactions and contributing to the effective delivery of processes and tasks
Derivatives & Collateral Onboarding Associate in Birmingham employer: Standard Life plc
Contact Detail:
Standard Life plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Derivatives & Collateral Onboarding Associate in Birmingham
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those already working at Standard Life. A friendly chat can give you insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of derivatives and collateral onboarding. We want to see that you know your stuff and can talk confidently about the role.
✨Tip Number 3
Show off your organisational skills! Be ready to discuss how you've managed multiple tasks or projects in the past. This role is all about prioritising and keeping things running smoothly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team.
We think you need these skills to ace Derivatives & Collateral Onboarding Associate in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Derivatives & Collateral Onboarding Associate role. Highlight relevant experience in derivatives and collateral onboarding, and don’t forget to mention any specific legal documentation you’ve worked with, like ISDA or GMRA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your skills align with our commitment to putting customers first. Keep it concise but impactful!
Showcase Your Organisational Skills: Since this role requires strong organisational skills, make sure to provide examples in your application that demonstrate your ability to manage multiple tasks and prioritise effectively. We love seeing how you handle challenges!
Apply Through Our Website: We encourage you to apply through our website for the best chance of success. It’s straightforward and ensures your application goes directly to us. Plus, we can’t wait to see what you bring to the table!
How to prepare for a job interview at Standard Life plc
✨Know Your Derivatives
Make sure you brush up on your knowledge of derivative products and the associated legal documentation like ISDA and CSA. Being able to discuss these confidently will show that you understand the core responsibilities of the role.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where you successfully managed multiple onboarding requests or stakeholder interactions. Highlighting your organisational skills will demonstrate your ability to prioritise tasks effectively in a fast-paced environment.
✨Understand KYC Processes
Familiarise yourself with KYC and reverse-KYC requirements, as well as the documentation involved. Being able to articulate your experience with these processes will set you apart and show that you can handle the compliance aspects of the role.
✨Build Rapport with Stakeholders
Think about how you can build effective working relationships with both internal teams and external counterparties. Prepare to discuss how you've successfully collaborated in the past, as this role requires strong communication and relationship-building skills.