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Counterparty Manager is an on-line platform for the secure sharing of Client Onboarding, KYC / AML, regulatory data and documentation between buyside, corporates, custodians, fund admins, and sell side firms. Counterparty Manager is a growth product where there has been rapid expansion in the number of clients and processes supported across Client Lifecycle activities (client onboarding, KYC, refresh, tax refresh, regulatory adherence's, and offboarding).
Counterparty Manager's centralised online environment decreases the reliance on email and paper-based interaction. As part of our rapid expansion, IHS Markit has added at least 2 new products a year to the Counterparty Manager offering over the past 5 years. This is an exciting and growing part of the IHS Markit business with a robust pipeline of customers and the need for dynamic and energetic individuals to join our success story.
The Counterparty Manager team is split across multiple locations, London, New York, Singapore and Delhi and covers Commercial, Product Management, Development, Sales, Client Services, and Operations.
The role will be primarily focused on leading Buy Side engagement and commercials across the Counterparty Manager product suite which includes the market leading solution set comprised of: ISDA Amend, Outreach360, KYC Services, Tax Utility, Onboarding Accelerator, and Managed Service offerings across Client Lifecycle Management, Regulatory Outreach, and Tax outsourcing. The role will have two core functions:
Buy Side Relationship Management: Working in partnership with our Sales, marketing and technology teams, the role will be heavily focused on building and developing buyside relationships. The individual will ensure internal and external stakeholders understand the strategic vision of how the Counterparty Manager product suite can be utilized by Buy Side firms to facilitate adoption and revenue growth. The role requires the individual to engage with senior levels internally and externally with our clients.
Product Development and Analysis: The ideal candidate will have demonstrated experience in business analysis, process modelling, workflow development and communication. The candidate should also possess strong analytical skills to help ensure requirements are gathered from our clients, disseminated and discussed internally for product development, and then delivered thoughtfully and timely. The candidate will be driving the design of innovative technologies to support our client led product development cycle and data visualisation. The candidate must be able to participate and lead workshops, understand business requirements and challenge working group members on the appropriate implementation of a solution. The candidate will partner with the project and product development teams to design a solution consistent with working group recommendations. Finally, the candidate must be actively involved in determining new opportunities in the derivative, trading, client lifecycle management and/or regulatory space and keep close contact with clients to identify the next opportunity. Innovation and customer buyin is critical to the successful development of all of our technical solutions. This is an exciting area of the business growing at 40-50%. Opportunities to contribute abound and we need a candidate interested in engaging with our clients and helping us to develop and implement innovative solutions.
Duties & Accountabilities:
Actively managing client accounts with regular meetings to ensure they understand the strategic vision and functionality of Counterparty Manager.
Ensuring customers of Counterparty Manager receive first class service consistent with IHS Markit's expectations
Increasing revenues from existing clients by increasing usage across the Counterparty Manager suite of solutions and by bringing on additional customers
Managing the handover from Sales to Implementation in a seamless manner as new customers come onboard
Leading and attending working groups and conferences to grow the Counterparty Manager presence
Education & Experience:
Experience in client onboarding
Experience in relationship management, client presentations, and influencing senior stakeholders
Practical experience with interaction between buyside and sellside operations including onboarding, settlements, tax, credit, loans and legal
Experience managing projects from start to finish and appropriately designing technology to improve operations
Have the credibility and capability to work across all levels within an organization to drive adoption
Bachelor's Degree or higher
Minimum of 7 years of experience in Financial Services, preferably with background of: client onboarding / account opening, client lifecycle management, KYC
Have an excellent client ethos and ability to communicate effectively with priority clients and sales prospects
Strong interpersonal skills
Financial industry documentation and back office process awareness preferred
Ability to lead and influence teams globally
Detail-oriented and a thorough problem-solver
Effective, likeable, and customer focused
Organized and diligent
Flexible and able to adapt to changing situations
Excellent client service ethos and be able to communicate effectively with priority clients and sales prospects
Strong presentation skill
Quickly gain the respect of peers, clients, and staff
Comfortable working in team environments and interacting with all levels of business
What we offer
Cash incentive plan and equity award
Options to work from home
Opportunity to work with world experts in the field
Strong client base and broad product line
Inclusion and diversity are critical to the success of IHS Markit, and we actively encourage applications from people of all backgrounds. We are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, status as a protected veteran, or any other protected category. For more information on the many ways in which we enthusiastically support inclusion and diversity efforts for both candidates and employees, please access our Inclusion & Diversity Statement here .
We are proud to provide reasonable accommodations to applicants with disabilities. If you are interested in applying for employment with IHS Markit and need special assistance or an accommodation to use our website or to apply for a position, please contact or call +1 212 849 0399. Determination on requests for reasonable accommodation are considered on a case-by-case basis. This contact information (email and phone) is intended for application assistance and accommodation requests only. We are unable to accept resumes or provide information about application status through the phone number or email address above. Resumes are only accepted through the online application process, and only qualified candidates will receive consideration and follow-up.
IHS Markit maintains a substance-free workplace; employees may be asked to submit to a drug test (where permitted by law). In addition, as a federal contractor in the United States, the company participates in the E-Verify Program to confirm eligibility to work.
For information please click on the following links:
IHS Markit Business Code of Conduct Right to Work EEO is the Law EEO is the Law Supplement Pay Transparency Current Colleagues
If you are currently employed by IHS Markit, please apply internally via the Workday internal careers site.