Job Description The Transaction Onboarding Analyst is a key contributor to the accurate and efficient booking of deals within the onshore booking team. Reporting directly to the Assistant Vice President (AVP), Transaction Onboarding Manager, this role is accountable for managing the end-to-end booking process, upholding data integrity, and ensuring compliance with both internal controls and regulatory standards. The Transaction Onboarding Analyst collaborates closely with team members and cross-functional stakeholders to drive seamless operations and ongoing process improvements. This position provides an opportunity to develop specialized expertise in deal booking as part of a dynamic onshore team, with potential career growth within the broader Funding \& Settlements organization. Responsibilities * Execute day-to-day deal booking activities, ensuring accuracy and alignment with firm policies and regulatory requirements. * Review and process deal documentation to ensure all required information is present for timely and correct booking. * Assist in reconciling booked deals, identifying discrepancies, and facilitating prompt resolution of any issues. * Monitor booking workflows and escalate potential delays, errors, or process gaps to the AVP as needed. * Support training programs and stay up to date on booking systems, processes, and industry standards. * Collaborate with the Funding and Settlements closers and other stakeholders to enhance communication and operational efficiency. * Follow established internal controls, maintaining rigorous data accuracy and compliance with company policies and regulations. * Proactively suggest and help implement process improvements to boost booking efficiency and reduce operational risk. * Assist with preparing reports and tracking performance metrics for management review. Qualifications * Bachelor’s degree in Finance, Accounting, Business, or a related field (or relevant work experience). * 1–3 years of experience in deal booking, financial services, asset management, or a related operational role. * Understanding of financial instruments, deal booking processes, and operational workflows. * Exceptional attention to detail and commitment to data accuracy. * Strong communication, teamwork, and problem-solving skills. * Proficiency in Microsoft Office Suite; experience with LIQ and WSO is an asset. * Ability to adapt to evolving processes, act on feedback, and contribute to process improvement initiatives. * Familiarity with relevant regulations and compliance standards in asset management is preferred. * Experience working with cross-functional groups is a plus. * Knowledge of private credit legal documentation is beneficial. Core Competencies * Analytical thinking and problem-solving * Organizational and time management skills * Ability to excel in a fast-paced environment * Initiative and a continuous improvement mindset * High ethical standards and integrity The Fine Print * Must have unrestricted authorization to work in the United States. * Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check. * Must be willing to work from the Atlanta office and travel as necessary. To learn more, visit www.antares.com. Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
Job Title: Onboarding Analyst / Onboarding Coordinator Location: Hybrid in Tampa, FL Employment Type: Contract (Potential for Extension) Overview We are seeking an organized and detail-oriented Onboarding Analyst to support end-to-end onboarding and preboarding activities for employees and contingent workers. This role acts as a central coordinator across multiple teams to ensure a smooth, compliant, and efficient onboarding experience. The ideal candidate will manage onboarding workflows, track progress, communicate with stakeholders, and ensure all requirements are completed prior to a new hire’s start date. Key Responsibilities * Coordinate end-to-end onboarding and preboarding activities for new hires and contingent workers * Initiate onboarding workflows and track progress to ensure timely completion * Serve as the primary point of contact for candidates, hiring managers, and internal teams * Partner with cross-functional teams including HR, Recruiting, IT, Compliance, and Operations * Ensure completion of onboarding requirements such as: * New hire documentation * Employment eligibility (e.g., I-9 / right-to-work) * Identity verification * Training assignments * System access and provisioning * Monitor onboarding status and proactively follow up on outstanding tasks * Identify and escalate onboarding issues, delays, or risks * Maintain accurate onboarding records and documentation for audit purposes * Support onboarding governance controls to ensure compliance before Day 1 * Assist in improving onboarding processes and candidate experience Qualifications * Bachelor’s degree in Human Resources, Business, or a related field (or equivalent experience) * 2–5+ years of experience in: * Onboarding coordination * HR Operations * Workforce administration * Experience managing multiple onboarding cases simultaneously in a fast-paced environment * Strong organizational and time-management skills * Excellent communication and stakeholder management abilities * High attention to detail and ability to handle confidential information
1. About Our Client: The organization operates as an AI control tower for business reinvention, integrating artificial intelligence with data and workflows to enhance operational efficiency. Serving 85% of the Fortune 500®, the company focuses on reducing manual tasks and enabling employees to engage in more meaningful work through its AI platform. 2. About the Opportunity: The Executive Assistant role is designed to provide comprehensive administrative support to senior leadership, ensuring smooth coordination and execution of their schedules and communications. This position plays a crucial role in maintaining organizational efficiency by managing calendars, preparing meetings, and facilitating interactions between leadership and internal or external stakeholders. 3. Responsibilities: * Manage calendars and coordinate internal and external meetings, including logistics and agenda preparation * Prepare materials and agendas for meetings and interviews, ensuring clarity of purpose * Collaborate with recruiting teams to schedule interviews and support candidates * Arrange domestic and international travel accommodations * Submit and manage expense reports and receipts promptly * Support onboarding processes for new hires, including space and equipment arrangements * Handle help desk support requests for senior directors * Facilitate onboarding for new vendors and agencies with necessary access and documentation * Undertake project work to support team goals as needed 4. Requirements: * Minimum of 5 years experience as an administrative assistant * Experience using or evaluating AI tools to enhance work processes * Proactive and able to anticipate needs * Skilled at managing multiple calendars and adapting to shifting priorities * Ability to drive schedules and agendas with contextual understanding * Strong interpersonal and communication skills across levels and with agencies * Maintains high confidentiality and exercises good judgment * Comfortable managing multiple projects and meeting deadlines under pressure * Proficient with Word, Outlook, PowerPoint, Zoom, Concur, BOX, and JV20 5. Pay Range and Compensation Package: * Base pay of $105,900 to $129,700 plus equity (when applicable), variable/incentive compensation, and benefits * Compensation varies based on qualifications, skills, and geographic location 6. Benefits \& Perks: * Health plans including flexible spending accounts * 401(k) Plan with company match * Employee stock purchase plan (ESPP) * Matching donations * Flexible time away plan * Family leave programs Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin. Note: RemoteHunter is not the Employer of Record (EOR) for this role. Our purpose in this opportunity is to connect exceptional candidates with leading employers. We help job seekers worldwide discover roles that match their goals and guide them to complete their full application directly through the hiring company's career page or ATS.
Join Barclays as an IBK Onboarding Support Team, Analyst, where you will sit in a newly formed Client Deal Services team, fully embedded with the Front Office Investment Bank business, supporting client outreach, document collection, onboarding case coordination, and process optimization. The area covered will be the Corporate and Investment Bank (CIB), therefore product knowledge is equally as important as previous onboarding experience. You will support day-to-day Wholesale Onboarding activities, including KYC processing, quality checking, reporting, trading, issue resolution, and client onboarding and refreshing activities. You will collaborate with clients, Front Office, and teams across the bank to gather Customer Due Diligence information and evidence, align and integrate Wholesale Onboarding processes, and ensure compliance with documented policies. You will also identify opportunities for process improvement, provide recommendations for change, support the development and implementation of procedures, and participate in projects designed to improve Wholesale Onboarding efficiency and effectiveness. In addition, you will develop reports and presentations on onboarding performance, communicate findings to senior stakeholders, and monitor industry trends and best practices to support continuous improvement. To be successful as an IBK Onboarding Support Team, Analyst, you should have experience with: * Working with CIB clients, with good communication and internal and external stakeholder guidance skills * Banking products and services, client onboarding, and lifecycle processes, across Front Office, Operations, Product, and support functions to drive client journeys from initiation through to client readiness * Onboarding execution, deal coordination, and client readiness in a fast-paced, deadline-driven environment, guiding competing priorities while maintaining a robust focus on risk and structure * Product knowledge in Lev Fin, ECM, and DCM * Driving continuous improvement and business change activities - partnering with global teams and third-party vendors to simplify processes and embed new ways of working to achieve business and operational outcomes Some Other Highly Valued Skills May Include * Understanding of risk and coordinates, with the ability to identify, assess, and mitigate potential risks * Demonstrated business acumen and strategic thinking, with the ability to contribute to change and transformation projects * Good digital and technology capabilities, combined with the job-specific technical knowledge required for your role * Organizational and coordination skills, with the ability to oversee multiple workstreams simultaneously and ensure delivery against critical deal and client timelines You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills. This role is located in New York, NY. Minimum Salary: $64,000 Maximum Salary: $87,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To support Wholesale Onboarding with day-to-day processing, reviewing, reporting, and issue resolution. Accountabilities * Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing (which can include Quality Checking), reporting, trading and issue resolution. * Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence in order to onboard or refresh a clients KYC in line with documented policy. * Collaboration with teams across the bank to align and integrate Wholesale Onboarding processes. * Identification of areas for improvement and providing recommendations for change in Wholesale Onboarding processes. * Development and implementation of Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency. * Development of reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders. * Identification of industry trends and developments to implement best practice in Wholesale Onboarding. * Participation in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness. Analyst Expectations * To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. * Requires in-depth technical knowledge and experience in their assigned area of expertise * Thorough understanding of the underlying principles and concepts within the area of expertise * They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. * If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others. * OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. * Will have an impact on the work of related teams within the area. * Partner with other functions and business areas. * Takes responsibility for end results of a team’s operational processing and activities. * Escalate breaches of policies / procedure appropriately. * Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. * Advise and influence decision making within own area of expertise. * Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. * Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. * Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. * Make evaluative judgements based on the analysis of factual information, paying attention to detail. * Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. * Guide and persuade team members and communicate complex / sensitive information. * Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.