Onboarding & Implementation Analyst – Financial Products
Phyton Talent Advisors
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Andover, MA
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Associate
Posted April 17, 2026
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Responsibilities
Commitments
Responsibilities
- Manage multiple requests while ensuring timely delivery of project milestones and deliverables
- Evaluate project scope and plans, recommending process improvements and efficiencies
- Build and maintain relationships with cross functional teams and third party vendors
- Develop project trackers and lead meetings to communicate progress, milestones, and risks Identify gaps in workflows and execution, implementing solutions to improve outcomes
- Foster long term relationships with stakeholders and business partners
- Review and interpret financial and legal entity documentation from multiple sources
- Develop expertise in proprietary products and business lines through hands on engagement
- Collaborate to implement new workflows and operational processes Qualifications
- 3-5 years of experience in a regulatory, compliance, or process driven environment
- Strong analytical, project management, and problem solving skills
- Excellent communication and presentation skills
- Foundational understanding of financial services and investment management operations
- High attention to detail with a strong focus on quality and process improvement
Commitments
Our Client, a Global Financial Services Firm, is seeking a Client Onboarding Analyst in their Dallas, Texas location.
Not Met Priorities
What still needs stronger evidence
Requirements
- Review and interpret financial and legal entity documentation from multiple sources
- Develop expertise in proprietary products and business lines through hands on engagement
- Collaborate to implement new workflows and operational processes Qualifications
- 3-5 years of experience in a regulatory, compliance, or process driven environment
- Familiarity with client onboarding documentation
- Ability to manage competing priorities in a fast paced environment
- Strong analytical, project management, and problem solving skills
- Excellent communication and presentation skills
- Foundational understanding of financial services and investment management operations
- High attention to detail with a strong focus on quality and process improvement
- Collaborative mindset and ability to work effectively across teams and seniority levels
- Proficiency in Microsoft Office with strong Excel skills preferred
Preferred Skills
- Collaborate to implement new workflows and operational processes Qualifications
- Exposure to derivatives trading preferred
- Familiarity with client onboarding documentation
- Proficiency in Microsoft Office with strong Excel skills preferred
Our Client, a Global Financial Services Firm, is seeking a Client Onboarding Analyst in their Dallas, Texas location. Key Responsibilities
Manage multiple requests while ensuring timely delivery of project milestones and deliverables
Evaluate project scope and plans, recommending process improvements and efficiencies
Build and maintain relationships with cross functional teams and third party vendors
Develop project trackers and lead meetings to communicate progress, milestones, and risks Identify gaps in workflows and execution, implementing solutions to improve outcomes
Foster long term relationships with stakeholders and business partners
Review and interpret financial and legal entity documentation from multiple sources
Develop expertise in proprietary products and business lines through hands on engagement
Collaborate to implement new workflows and operational processes Qualifications
3-5 years of experience in a regulatory, compliance, or process driven environment
Exposure to derivatives trading preferred
Familiarity with client onboarding documentation
Ability to manage competing priorities in a fast paced environment
Strong analytical, project management, and problem solving skills
Excellent communication and presentation skills
Foundational understanding of financial services and investment management operations
High attention to detail with a strong focus on quality and process improvement
Collaborative mindset and ability to work effectively across teams and seniority levels
Proficiency in Microsoft Office with strong Excel skills preferred
Manage multiple requests while ensuring timely delivery of project milestones and deliverables
Evaluate project scope and plans, recommending process improvements and efficiencies
Build and maintain relationships with cross functional teams and third party vendors
Develop project trackers and lead meetings to communicate progress, milestones, and risks Identify gaps in workflows and execution, implementing solutions to improve outcomes
Foster long term relationships with stakeholders and business partners
Review and interpret financial and legal entity documentation from multiple sources
Develop expertise in proprietary products and business lines through hands on engagement
Collaborate to implement new workflows and operational processes Qualifications
3-5 years of experience in a regulatory, compliance, or process driven environment
Exposure to derivatives trading preferred
Familiarity with client onboarding documentation
Ability to manage competing priorities in a fast paced environment
Strong analytical, project management, and problem solving skills
Excellent communication and presentation skills
Foundational understanding of financial services and investment management operations
High attention to detail with a strong focus on quality and process improvement
Collaborative mindset and ability to work effectively across teams and seniority levels
Proficiency in Microsoft Office with strong Excel skills preferred