Onboarding Associate
Tap Growth ai
Posted
last month
Makati, Philippines
Remote
PHP 50K
Mid Level
Full Time
Sema Summary
The Onboarding Associate will support client onboarding and implementations in a dynamic startup environment. This role requires experience in client/server or SaaS software project management and familiarity with financial derivatives.
About Company
Tap Growth ai is a premium solution provider for fast-growing companies, specializing in research services.
Core Requirements
- Baccalaureate or Graduate degree in Business or Finance
- 2+ years of experience in Derivative Capture or TMS implementation
- Background in finance and accounting with emphasis on capital markets
- Excellent written and verbal communication skills
- Comfortable with data analysis and productivity tools like Excel
Responsibilities
- Execute project onboarding tasks for client derivative portfolios
- Analyze and clean trade files for trade loading templates
- Validate and compare onboarded trades to client MTM reports
- Prepare EDGE static data for configuration into Client EDGE System
- Set up entity users and distribution lists
- Capture and remediate manual trades for IR, FX, and Commodity transactions
- Work with client success team to resolve client inquiries
Must Have skills
Job Keywords
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