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Onboarding Specialist

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DRW is a technology-driven, diversified principal trading firm. We trade our own capital at our own risk, across a broad range of asset classes, instruments and strategies, in financial markets around the world. As the markets have evolved over the past 25 years, so has DRW – maximizing opportunities to include real estate, cryptoassets and venture capital. With over 1,300 employees at our Chicago headquarters and offices around the world, we work together to solve complex problems, challenge consensus and deliver meaningful results. It’s a place of high expectations, deep curiosity and thoughtful collaboration.

The Onboarding Specialist will shepherd and help execute all aspects of the trading counterparty onboarding process, including gathering due diligence information, communicating status updates internally and externally, answering counterparty questions, and escalating issues internally as needed.  You’ll be responsible providing high touch support to counterparties throughout the entire onboarding lifecycle. 

Key Responsibilities:

  • Manage all aspects of counterparty onboardings and refreshes with a focus on crypto counterparties. Be the main point of contact with the counterparty and internally.
  • Liaise directly with the counterparty to ensure all information is received and disseminated.
  • Review information provided by counterparty and question inconsistencies as a preliminary compliance check.
  • Liaise with our internal compliance team to conduct KYC due diligence
  • Liaise with internal legal teams to execute any required agreements necessary for the relationship
  • Liaise with other internal support teams to gather or disseminate information as needed
  • Keep internal trading teams informed of status throughout the entire onboarding process and escalate issues as needed
  • Handle sensitive and confidential information in accordance with DRW’s policies
  • Manage competing priorities and set clear expectations for stakeholders
  • Recommend, develop, and implement solutions to support continuous improvement to our processes and procedures

Required Skills & Experience:

  • BA/BS degree in Finance, Business, Legal Studies, and/or similar discipline
  • 1-3 years of relevant experience, preferably working in financial services, compliance, or legal environment
  • Background in KYC requirements/regulations would be helpful
  • Ability to effectively analyze/vet counterparty information and documentation in order to facilitate account opening
  • Strong organizational and time management skills; excellent attention to detail
  • Exceptional written and verbal communication skills
  • Ability to work well under pressure and handle challenging deadlines; high sense of urgency
  • Proven analytical and problem-solving skills
  • Collaborative and positive team player focused on achieving team success
  • Knowledge of financial industry products and trends
  • Proven relationship management skills

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