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Tap Growth ai

Onboarding Associate

Tap Growth ai

Posted

3 weeks ago

Makati, Philippines

Remote

PHP 50K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Onboarding Associate will support client onboarding and implementations in a dynamic startup environment. This role requires experience in client/server or SaaS software project management and familiarity with financial derivatives.

About Company

Tap Growth ai is a premium solution provider for fast-growing companies, specializing in research services.

Core Requirements

  • Baccalaureate or Graduate degree in Business or Finance
  • 2+ years of experience in Derivative Capture or TMS implementation
  • Background in finance and accounting with emphasis on capital markets
  • Excellent written and verbal communication skills
  • Comfortable with data analysis and productivity tools like Excel

Responsibilities

  • Execute project onboarding tasks for client derivative portfolios
  • Analyze and clean trade files for trade loading templates
  • Validate and compare onboarded trades to client MTM reports
  • Prepare EDGE static data for configuration into Client EDGE System
  • Set up entity users and distribution lists
  • Capture and remediate manual trades for IR, FX, and Commodity transactions
  • Work with client success team to resolve client inquiries

Must Have skills

Project managementData analysisCommunicationOrganizational skillsExcel proficiency

Job Keywords

OnboardingClient SuccessProject ManagementFinancial DerivativesData Analysis

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