Oliver Lilburn

Isda Onboarding Specialists Supplier Management Specialist @M&g Investments

City Of London, GB

Managed the pipeline of ISDA requests for fund/client launches and existing funds.• Sourced, compiled, and obtained approval for fund data and documentation for bank onboarding.• Initiated accurate and complete onboarding requests with banks.• Handled bank queries regarding KYC, credit review, and ISDA documentation, engaging internal stakeholders as needed.• Drafted ISDA documentation using templates and coordinated with the legal team for drafting and negotiation.• Coordinated ISDA protocol adherence with compliance teams.• Initiated ISDA-related onboarding activities within Middle Office Onboarding.• Held regular meetings with banks to discuss and drive open requests, addressing dependencies and issues.• Provided regular updates on fund launch ISDA cases and escalated delays.• Maintained an accurate database of ISDA/CSA documentation and critical terms.• Kept an up-to-date report of active ISDA relationships for Dealing and Investment Teams.• Served as the point of contact for status updates, ISDA documentation queries, and ongoing KYC from banks.• Utilized portal technology to upload fund data, initiate, and track ISDA cases with banks.• Onboarded new banks into the ISDA process, including portal technology solutions.• Acted as the operational process owner for ISDA onboarding, identifying improvements and resolving inefficiencies.• Participated in change projects involving ISDA or requiring ISDA-related information.