Your role
Are you incredibly organized with an eye for detail? Do you want to work with a great team on a hybrid work schedule? We're looking for an experienced Documentation Specialist with a strong background in negotiating ISDA Master Agreements, and a keen interest in expanding expertise into Equity Prime Brokerage and Futures documentation who can:
• Negotiate a wide range of trading and collateral agreements, such as ISDA Master Agreements, Credit Support Annexes, Account Control Agreements, Guarantees, and authority and ancillary documentation. Learn to negotiate Portfolio Swap Confirmations, Exchange Traded Derivative Agreements (including Cleared Derivates Addenda), Equity Prime Brokerage Agreements, Listed Options Agreements, and all related ancillary documents (e.g. Lockups, Custody Agreements, Cross Margin Agreements, Master Netting Agreements). Negotiation includes preparation of first drafts of agreements, negotiating terms, obtaining approvals, and coordinating internally to successful resolution, all in line with internal policies, risk standards, and regulatory requirements.
• Support documentation for a broad range of counterparty types, including corporates, hedge funds, private equity funds, insurance companies, separately managed accounts, and other clients.
• Liaise and lead discussions with internal stakeholders in Sales & Trading, Credit, Risk, Funding, Stock Loan, Tax, Legal, Onboarding, Operations and other internal stakeholders regarding documentation terms, escalations and prioritization.
• Interpret and navigate policies, procedures, regulatory expectations, and compliance requirements relevant to documentation.
• Participate in projects to enhance policies, processes and systems, as and when required.
Your team
You'll be working with the Global Documentation Solutions Team who are a part of the Integrated Client Lifecycle Services team within the Investment Bank Operations.
Your expertise
You have:
• A Bachelor's Degree or equivalent relevant work experience;
• Strong to advanced knowledge of ISDA documentation;
• Knowledge of stock loan agreements is a plus;
• A minimum of five years of negotiating experience with the contract types referenced herein; and
• Previous experience in one or more top investment banks is strongly preferred.
You are:
• Detail-oriented with excellent organizational, writing, verbal and analytical skills;
• Able to clearly articulate complex concepts;
• Able to work collaboratively on team matters and independently on individual assignments;
• Capable of working under tight deadlines with the ability to easily pivot between negotiations and priorities;
• Able to exercise judgement within defined parameters.
