Index Client Onboarding Analyst at Nasdaq

Taguig City, National Capital Region, Philippines

Nasdaq Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Capital Markets, FinTechIndustries

Requirements

  • Highly organized and customer-focused
  • Strong problem-solving, communication, and stakeholder management skills
  • Self-starter who thrives in a fast-paced, collaborative environment
  • Ability to work U.S. business hours or European hours (depending on position)
  • Comfortable in a hybrid work model (at least 2 in-office days per week in Bonifacio Global City, Taguig)

Responsibilities

  • Lead client onboarding and offboarding engagements by developing project plans, timelines, and working with key business customers (Sales, Product, Legal, Business Services, Data Operations) and external clients
  • Qualify inbound leads and triage data access requests to appropriate Sales representatives
  • Coordinate across Index teams (Index Licensing Sales, Index Client Services, Sales) and support teams (Data, Billing Management, Subscriber Services) for alignment and timely execution
  • Serve as main point of contact for clients, handling expectations and ensuring smooth onboarding experience
  • Build strong relationships with external clients, understand their needs and use cases
  • Provide guidance, resources, training, and technical support throughout onboarding lifecycle
  • Send welcome emails and assist new clients in learning and using Nasdaq platforms
  • Offer post-onboarding and offboarding assistance for satisfaction and service closure
  • Handle commercial-related inquiries from clients, partners, and vendors
  • Maintain accurate documentation and prioritization of client requirements, access points, and workflows
  • Track and handle IP whitelisting for client access
  • Partner with BPI team to identify and mitigate risks or bottlenecks in onboarding process
  • Consistently refine operational processes to optimize
  • Provide operational support to vendor distribution, contract coordination, and data clean-up efforts

Skills

Key technologies and capabilities for this role

Project ManagementClient OnboardingClient OffboardingStakeholder CoordinationCross-functional CollaborationEnd-to-End Process ManagementCustomer FocusOrganizational Skills

Questions & Answers

Common questions about this position

What benefits does Nasdaq offer for this role?

Nasdaq provides HMO coverage for you and your dependents, employee stock purchase plan, equity grant, retirement plan, annual bonus, free counseling sessions, subscription to e-learning platforms, fitness, wellness and more.

Is this role remote or does it require office work?

This is a permanent full-time role based in Bonifacio Global City, Taguig following a hybrid work model setup with at least 2 in office days per week.

What key skills are required for the Index Client Onboarding Analyst role?

The role requires strong organization, customer focus, problem-solving, communication, and stakeholder management skills, with the ability to thrive as a self-starter in a fast-paced, collaborative environment.

What is the work environment like at Nasdaq?

You can expect an autonomous but fast-paced work environment where you are recognized for your results and ability to drive things forward, with opportunities to learn, grow, and have a global impact.

What makes a strong candidate for this position?

A strong candidate is highly organized, customer-focused, a self-starter with strong problem-solving, communication, and stakeholder management skills who thrives in a fast-paced, collaborative environment and can lead client onboarding projects.

Nasdaq

Operates electronic stock exchange and financial services

About Nasdaq

Nasdaq operates one of the largest electronic stock exchanges in the world, providing a platform for buying and selling securities. It caters to a wide range of clients, including individual and institutional investors, as well as corporations. Nasdaq offers various financial products and services, such as the Nasdaq Smart Portfolio, which uses advanced analytics to help investors optimize their stock portfolios. Additionally, Nasdaq supports non-financial marketplaces and is recognized for its efforts in sustainable investment practices. The company earns revenue through transaction and listing fees, along with subscription services for its products. Nasdaq aims for global expansion and innovation, with nearly 40 offices around the world.

New York City, New YorkHeadquarters
1971Year Founded
$9,370.5MTotal Funding
IPOCompany Stage
Data & Analytics, Fintech, Financial ServicesIndustries
5,001-10,000Employees

Risks

Adenza acquisition's high price may affect shareholder confidence and stock performance.
Integration of Metrio's ESG software may face challenges, delaying expected benefits.
Nasdaq's secondary stock offering could lead to stock dilution, affecting shareholder value.

Differentiation

Nasdaq operates one of the world's largest electronic stock exchanges.
Nasdaq offers advanced analytics through its Smart Portfolio for investment optimization.
Nasdaq is a pioneer in sustainable investment practices with a focus on ESG solutions.

Upsides

Nasdaq's acquisition of Adenza expands its financial technology capabilities.
Nasdaq's secondary stock offering could provide capital for strategic investments.
Nasdaq Private Market's Series B financing indicates strong investor confidence.

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