Description

• Coordinate trade execution documentation across multiple asset classes (equities, fixed income, derivatives, etc.)
• Manage counterparty onboarding, including KYC, account openings, and trading agreements
• Liaise with brokers, banks, and internal trading teams to ensure seamless execution
• Review, draft, and negotiate trading and financing agreements (e.g., ISDAs, prime brokerage agreements, NDAs)
• Track key legal terms, obligations, and renewal dates across agreements
• Maintain organized, audit-ready documentation repositories
• Assist with trade lifecycle processes, including confirmations and settlements
• Coordinate with legal and compliance teams on regulatory and documentation requirements
• Monitor and escalate documentation or execution issues impacting trading activity
• Develop and maintain internal trackers, templates, and workflows
• Prepare summaries of key legal and trading terms for internal stakeholders
• Support process improvement initiatives to enhance efficiency and risk management

• Bachelor's degree required
• 2-5+ years of experience in a law firm, asset manager, investment bank, or broker-dealer
• Experience with trading documentation (ISDA, CSA, PB agreements, etc.) strongly preferred
• Familiarity with capital markets or alternative investments (hedge fund, credit, private markets)
• Strong organizational skills with the ability to manage multiple workstreams simultaneously
• High attention to detail and ability to operate in a fast-paced, deadline-driven environment
• Proficiency in Microsoft Office (Excel, Word, PowerPoint)