CrawlJobs Logo

Deal Onboarding Analyst

usbank.com Logo

U.S. Bank National Association

Location Icon

Location:
United Kingdom; Ireland , London ▼

Category Icon
Category:
Banking

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Job offer has expired

Job Description:

The Deal Onboarding Management (DOM) team sits within the Data Management & Control Group and are responsible for a variety of tasks including but not exclusive to onboarding deals across a variety of systems and platforms, providing client access to statements, deal audit follow up’s and raising of quarterly fees. This team works closely with internal/external teams gathering information to support the deal setup. The team sets up deals to the agreed target operating model and is responsible for flagging issues. DOM will be involved from the deal incept, supporting testing across the various platforms, gathering of tax documentation and billing, to name a few of the further tasks.

Job Responsibility:

  • Deal Document Oversight – Ensuring that information required from clients relating to Deal documents are received and documented correctly in a timely fashion. Escalating any issues arising from this to Relationship Management in a time sensitive manner
  • Deal Onboarding – Set up of deals across various systems, gathering of tax documentation, fee and extracting data from various sources
  • Queries & Escalations – Acting as escalation contact for business line queries and requests between the business line and client correspondents
  • Participate in Bank projects and UAT testing as required
  • Escalating of issues in a timely manner to management
  • Change Management – continuous looking for improvements, efficiencies and enhanced controls in DMC processes
  • Ability to work on own initiative to 100% accuracy
  • Understanding of regulations and risks attached to the role and when to escalate to avoid potential issues

Requirements:

  • Experience of data set up within a banking / financial services environment
  • Effective interpersonal, verbal and written communication skills
  • Understanding of the importance of timely and correct escalation
  • Ability to create, implement and adhere to controls
  • Working knowledge of Corporate Trust and its products
  • Attention to detail and an inquisitive nature
  • Takes ownership and works to tight deadlines without compromising on quality
  • Flexible and adaptable
  • Bachelor's degree in finance, or equivalent work experience
  • Three to five years of experience in trust and securities operational functions
  • Good knowledge of trust and securities operational functions, systems, procedures, products and services
  • Good knowledge and understanding of legal, regulatory and accounting principles which directly affect Wealth Management & Securities Services business lines and clients
What we offer:
  • Clearly defined salary ranges aligned with industry benchmarks and internal equity standards
  • Performance-based incentives for eligible employees
  • Inclusive equitable benefits focused around financial wellbeing, health & wellness
  • Continuous development opportunities including training, education support, and career progression pathways
  • Employee recognition programs

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 24, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
U.S. Bank National Association - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Deal Onboarding Analyst

Client Onboarding Implementation Analyst

The EMEA Trade and Treasure Services (TTS) Onboarding Team is responsible for ac...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of relevant Financial Client Onboarding and/or Project Management experience is a must
  • Ability to manage complex integration solutions, working alongside Technical and Technology teams
  • Results orientation - evidence of proactively driving projects is the conclusion
  • Excellent communication
  • Organizational and planning skills
  • Negotiation, decision making and problem-solving skills
  • Flexibility - ability to manage a varying workload (i.e., volume, complexity, and composition)
  • Attention to detail and experience of working in a controlled environment
Job Responsibility
Job Responsibility
  • Lead client onboarding projects of regional and global cash management solutions working directly with specific middle market clients
  • Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time
  • Accurately report project status, escalating effectively for on hold and slow-moving deals
  • Application of structured project management methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan
  • Work with Relationship Management, Sales, Product Management, Client Services and Operations to ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources and escalation channels as required to ensure smooth delivery
  • Attending, when necessary, Client meetings in close cooperation with Product Sales and Relationship Managers
  • Effective maintenance and communication of MIS and project metrics
  • Provide ongoing senior management updates on key projects as required
What we offer
What we offer
  • Private Medical Care Program
  • Life Insurance Program
  • Pension Plan contribution (PPE Program)
  • Employee Assistance Program
  • Paid Parental Leave Program (maternity and paternity leave)
  • Sport Card
  • Holidays Allowance
  • Sport and team recreation activities
  • Special offers and discounts for employees
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right
New

Deal Desk Analyst

The Deal Desk Analyst plays a key role in ensuring our deal structuring and quot...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
outsystems.com Logo
OutSystems
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Business, Finance, Mathematics, Statistics, or a related analytical field
  • 3+ years’ experience in Deal Desk, Order Management, Finance Operations, or Sales Operations
  • Understanding of financial governance and compliance in a SaaS/software environment
  • Strong problem-solving skills and ability to work independently in a fast-paced, high-growth environment
  • Excellent communication skills (English required
  • other languages a plus)
  • Proficiency with Salesforce, CPQ tools, and Zendesk preferred
Job Responsibility
Job Responsibility
  • Provide regional quote creation and modification aligned with established pricing rules, discount policy, and approval matrix
  • Manage day-to-day requests from Account Executives and Sales Operations related to quotes, product configurations, pricing, and standard contractual terms
  • Ensure all quotes and transactions comply with company accounting policies, and internal controls
  • Maintain accuracy and completeness of deal documentation
  • Process standard exceptions within set thresholds
  • Escalate complex or out-of-policy requests to the appropriate approval channels
  • Partner with Legal, Revenue Operations, and Finance to ensure alignment on billing, terms, and subscription changes
  • Act as a first point of contact for sales regarding quoting processes, system use, and policy adherence
  • Deliver onboarding and process training for new sales hires
  • Provide feedback to Operations teams on tooling and process improvements
  • Fulltime
Read More
Arrow Right

Securities & Derivatives Analyst 1

The Securities & Derivative Analyst 1 is an entry level position responsible for...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3-5 years of experience in Capital Markets specifically in brokerage operations
  • CA / MBA and preferably NISM certified
  • Consistently demonstrates clear and concise written and verbal communication skills
Job Responsibility
Job Responsibility
  • Managing the Equities trading and clearing Operations for Institutional clients
  • Stock Exchange and custodian Settlements, monitoring Trade Life Cycle, Risk Management, Client Servicing, Process re-engineering initiatives
  • Client on-boarding for Institutional, Corporate and HNI Clients
  • Margin monitoring and Trade confirmations, Cash and non-cash collateral management
  • Perform operational activities for reconciliations and client reporting
  • Treasury management and funding arrangements
  • Support the traders / execution desk with contracting, calculating commissions, preparing various MISs and addressing ad-hoc queries
  • Supporting large Investment Banking deals in onboarding large corporate clients, managing margining and funding requirements, managing settlement of funds with exchange and client, repatriation of sale proceeds to foreign clients and related documents
  • Ensure meeting internal and regulatory Compliance and Control requirements of Citi
  • Managing complex Operational Risk controls as per internal Citi standards
  • Fulltime
Read More
Arrow Right

Senior Procurement Analyst

Mercury is building a complete finance stack for startups. We work hard to creat...
Location
Location
United States; Canada , San Francisco; New York; Portland
Salary
Salary:
121700.00 - 152100.00 USD / Year
mercury.com Logo
Mercury
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–5 years of experience in procurement, sourcing, P2P operations, or a related finance or operations role
  • Hands-on experience with P2P or procurement systems such as Zip, Coupa, Ariba, or similar tools
  • Exposure to contract negotiations, pricing discussions, renewals, or commercial deal support, even if you have not led negotiations independently
  • Experience running workflows from incomplete or messy intake through execution and close
  • Strong operational judgment, attention to detail, and a bias to action
  • Comfort working cross-functionally with Finance, Legal, Security, and business stakeholders
  • Ability to work with data and build simple, useful dashboards to inform decisions
Job Responsibility
Job Responsibility
  • Own procurement intake and deal execution from request through contract signature and supplier onboarding
  • Support contract negotiations by coordinating redlines, pricing discussions, and vendor communications
  • Operate and administer P2P and procurement tools, ensuring workflows, controls, and integrations are working as intended
  • Maintain clean, accurate procurement and vendor data across intake, approvals, renewals, and systems
  • Manage day-to-day vendor portfolio operations including vendor records, renewal calendars, pricing changes, SLAs, and basic performance tracking
  • Serve as the operational point of contact for Accounts Payable, Legal, Security, and Compliance on procurement-related matters
  • Monitor cycle times and bottlenecks, and drive process and tooling improvements to increase speed and quality
  • Support vendor risk intake by triggering required cross-functional reviews and escalating issues when appropriate
  • Build and maintain dashboards and reports on spend, renewals, throughput, and savings to support planning and decision-making
  • Partner with the Procurement Lead on reporting, deal preparation, and executive updates
What we offer
What we offer
  • base salary
  • equity (stock options)
  • benefits
  • Fulltime
Read More
Arrow Right

Business Analyst II

We are offering a contract to permanent employment opportunity for a Business An...
Location
Location
United States , Juno Beach
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proficient in Microsoft Office Suite, especially Microsoft PowerPoint
  • Solid background in project management
  • Familiarity with staff onboarding process
  • Proven ability in effective collaboration with team members
  • Experience in dealing with suppliers and managing relationships
  • Knowledge of Agile methodologies
  • Ability to lead special projects and achieve set milestones
  • Proficiency in commission functions
  • Willingness to work onsite as required
  • Strong decision-making skills and the ability to manage timelines
Job Responsibility
Job Responsibility
  • Coordinating project tasks to align with project goals and timelines
  • Utilizing tools like Qmetry, JIRA, and Microsoft Projects to facilitate clear communication among team members
  • Conducting quantitative and qualitative research to support informed decision making within the business unit
  • Managing multiple tasks simultaneously to ensure timely completion of project milestones
  • Identifying potential challenges and implementing solutions to mitigate risks
  • Contributing to the design and modification of processes
  • Developing reports using standardized tools and techniques
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility for company 401(k) plan
  • Access to free online training
  • Competitive compensation
  • Fulltime
Read More
Arrow Right
New

Analyst, investment modeling

You will be part of the Capital Market team and reporting directly to the team h...
Location
Location
India , Gurugram
Salary
Salary:
Not provided
jll.com Logo
JLL
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-3 years of work experience in real estate industry with proficiency in reviewing real estate documents (leases, loan documents, rent rolls, Income statements, appraisals, other third-party reports, etc) and abstracting relevant deal points for financial analysis
  • Outstanding computer orientation and proficiency with Excel, PowerPoint and Word software is required
  • Develop accurate and comprehensive financial models using Argus Enterprise software for existing and potential commercial real estate investments
  • Strong quantitative orientation, with knowledge or ability to learn principles necessary in real estate underwriting, including Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, Debt Returns, etc
  • Excellent verbal and written communication skills
  • A desire to work within a diverse, collaborative, and driven professional environment
  • Self-motivating individual who is detail-oriented, has strong organizational skills, and the ability to work independently and within a team under deadlines
  • Bachelor’s or MBA degree in finance, Real Estate, or related disciplines with excellent academic credentials or an equivalent combination of education and experience
Job Responsibility
Job Responsibility
  • Supporting the commercial real estate business in the form of lease summaries, loan onboarding & abstraction, multifamily sizing, financial statement analysis, financial modeling, Argus modeling of all property types
  • Working closely with analysts and stakeholders from various global offices and supporting on the various process within the capital market team
  • Working with our leadership and business line heads to support the existing process and new business opportunities
  • Working closely with our team and global offices to leverage existing industry research and pair with external data sources to identify prospects and drive pipeline effectiveness
  • Working with management to improve our processes
  • Attending ad-hoc meetings with global team members for delivering excellent service
  • Building, maintaining, supporting and validating primary and secondary sources to be used to support commercial real estate related assignments
  • Extracting valuable information from public data sources ranging from macroeconomic trends, industry developments, company financial information and competitor landscape
  • Involved in data cleaning, preparation, interpretation and analysis using statistical technique and tools in Excel, Internal CRM database and other data management systems
  • Collating information into cohesive presentations with proper slide layout / design
What we offer
What we offer
  • Helping you realise your full potential in an Entreprenurial and inclusive work environment
  • Empowering your ambitions through our dedicated Total Rewards Program, competitive pay and benefits package
  • Fulltime
Read More
Arrow Right
New

Director, People Operations & Systems

We are seeking a Director, People Operations & Systems to build and lead Whatnot...
Location
Location
United States , New York, NY; San Francisco, CA; Los Angeles, CA; Seattle, WA
Salary
Salary:
210000.00 - 280000.00 USD / Year
whatnot.com Logo
Whatnot
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 12+ years of progressive People Operations, HRIS, or People Analytics experience at high-growth tech companies
  • Experience building operations infrastructure through hypergrowth and ideally pre-IPO phases
  • Expert-level Workday experience across HCM, Compensation, Payroll, and Time Tracking
  • Strong analytics chops including SQL, dashboards (Looker/Tableau), and statistical analysis
  • Track record scaling operations from scrappy to mature
  • International operations experience dealing with employment law across countries, coordinating global payroll, managing work authorization, and navigating multi-country compliance
  • Balance strategic vision with hands-on execution
  • Exceptional at stakeholder management and influence
  • Experience building and leading teams, hiring and developing operations professionals, analysts, and systems specialists
  • Strong judgment on risk, compliance, and tradeoffs
Job Responsibility
Job Responsibility
  • Own end-to-end employee lifecycle operations globally, including onboarding, changes (transfers, promotions, leaves), offboarding, documentation management, background checks, I-9/work authorization, and compliance administration
  • Build and scale the People Help Desk as the front door for all employee questions and requests
  • Lead People systems strategy and implementation, including Workday, Complete, equity platforms, and integration across Finance, IT, and productivity tools
  • Partner with People Business Partners and Total Rewards to deliver People analytics and insights
  • Design and implement scalable people operations processes
  • Manage global compliance and reporting in partnership with Legal
  • Build and lead the shared services model for the People team
  • Drive people systems optimization across vendor management, change management for system implementations, integration planning, security and access management, and continuous enhancement of system capabilities
  • Build, hire, and develop a high-performing People Operations team
  • Lead special projects including international expansion and transformation initiatives
What we offer
What we offer
  • Generous Holiday and Time off Policy
  • Health Insurance options including Medical, Dental, Vision
  • Work From Home Support
  • Home office setup allowance
  • Monthly allowance for cell phone and internet
  • Care benefits
  • Monthly allowance for wellness
  • Annual allowance towards Childcare
  • Lifetime benefit for family planning, such as adoption or fertility expenses
  • Retirement
  • Fulltime
Read More
Arrow Right

Alts Data Operations Analyst

Addepar has just launched an Alternatives Product offering that gives Addepar cl...
Location
Location
India , Pune
Salary
Salary:
Not provided
addepar.com Logo
Addepar
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Overall 2-10+ years of experience working in similar role
  • Work experience in the financial investment/advisory industry with strong knowledge of capital markets, middle/back-office operations systems
  • Preferably with experience dealing with Alternatives (Private/Draw-down) Funds data, including knowledge of capital account statements, capital calls, and distribution notices
  • Track record of demonstrating excellent attention to detail, effective problem-solving skills, and an ability to thrive in a fast paced environment
  • Outstanding communication and interpersonal skills for engaging clients, data providers, and internal stakeholders across Sales, Services, and R&D
  • Highly self-motivated to take on responsibility, forward thinking and pragmatic, and possess a collaborative team-player mentality
  • Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, and Salesforce
  • Willing to work flexible hours
  • Must have legal authorization to work in the country where this role is based on the first day of employment
Job Responsibility
Job Responsibility
  • Manage Alternatives Data processing for Addepar clients
  • Troubleshooting Private Fund statements (Capital Call Notices, Distribution Notices, and Capital Account Statements) processing exceptions captured by automated validation checks
  • Modifying document data that has been incorrectly extracted by our machine learning models to reflect the correct Private Fund transactions and valuations information contained in the Private Fund Statements
  • Partnering with our Machine Learning Operations team to identify and relabel documents for model retraining
  • Engaging clients, GPs, or Fund Admins to address statement data related inquiries and issues
  • Onboard new clients to determine and establish the ownership structure of clients’ Private Fund positions within Addepar
  • Help maintain Alternatives Data Operations workflow procedures and play-books
  • Partner with Sales, Account Managers, and Solutions Architects to drive alignment on account related issues and to ensure positive client outcomes
  • Collaborate with Product and Engineering to implement new processes and tooling features that improve Alternatives Data processing UX and increase operational workflow efficiency
What we offer
What we offer
  • Reasonable accommodation for individuals with disabilities
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy