AVP, Trade Support - Dealer Assist & Data Readiness

Job Summary

Dealer Assist Operations

• Execute daily Dealer Assist activities according to approved service standards, request channels, escalation protocols, and handover routines.
• Manage Front Office request intake, triage, prioritization, allocation, and follow-up.
• Support trade booking queries, account and portfolio allocations, sales-support requests, and trade-flow coordination.
• Maintain request logs, workload trackers, escalation records, and service commentary.
• Identify recurring issues, process gaps, and capacity constraints and escalate improvement opportunities.

Client and Product Readiness

• Coordinate client onboarding and ready-to-trade activities with KYC, Credit, Compliance, Documentation, Reference Data, Operations, and Front Office teams.
• Track client, counterparty, product, account, portfolio, SSI, static-data, and reference-data dependencies.
• Support product and counterparty activation by coordinating data, documentation, system setup, and stakeholder actions.
• Escalate onboarding blockers, incomplete setup items, documentation gaps, and system-readiness issues.
• Maintain readiness trackers and provide updates on actions, owners, deadlines, and trade-readiness risks.

Data Readiness

• Support static data, reference data, market data, and SSI readiness for booking, enrichment, validation, and downstream processing.
• Coordinate with owner functions to resolve data-quality or setup issues affecting trade support.
• Perform completeness checks on operational data dependencies and route, track, and escalate items.
• Support new-product operational readiness by coordinating data, system, and workflow dependencies.
• Identify recurring data-readiness issues and support root-cause analysis, remediation, and standardization.

T0 Trade Support

• Support T0 activities including non-economic booking support, enrichment follow-up, allocation support, and trade-flow coordination.
• Coordinate with T0 Validation teams to ensure information is available for validation, affirmation, confirmation, and settlement readiness.
• Support Front Office queries about booking, account and portfolio mapping, SSI enrichment, missing data, and trade-support dependencies.
• Escalate aged, urgent, or high-impact items to the VP and Head of GM MO Trade Support and relevant owner functions.

Education and Experience

• Bachelor’s degree in finance, banking, economics, business administration, accounting, or a related discipline.
• A professional qualification is preferred.
• At least 7 years of experience in Global Markets Operations, Middle Office, Trade Support, Dealer Assist, Client Onboarding, Reference Data, Front Office support, or related operations.

Markets and Lifecycle Knowledge

• Strong understanding of FX, Money Markets, Rates, Derivatives, Commodities, Capital Markets, and structured products.
• Good knowledge of client readiness, product activation, counterparty setup, trade booking, enrichment, validation, affirmation, confirmation, and settlement readiness.
• Experience coordinating across Front Office, KYC, Credit, Compliance, Documentation, Reference Data, Technology, Operations, Product Control, and regional teams.

Systems and Professional Skills

• Practical knowledge of Murex, Bloomberg, MarkitWire or matching platforms, reference-data tools, workflow trackers, and dashboard tools.
• Strong stakeholder management, prioritization, communication, escalation, documentation, and service-delivery skills.
• Experience supporting process standardization, automation, UAT, operating-model change, or service improvement.