Document Review Specialist- Finance
📋 Role Overview & Responsibilities
Job Title: Document Review SpecialistDuration: 09- Months Contract (Good Possible extensions)Location: Onsite Role- New York, NY 10036Pay Rate: $55.00/HR on W2 (without any benefits)
Job Description:• Trading agreement negotiator, responsible for handling all escalations and complex negotiations of equity swap master confirmations, OTC equity options master confirmations, and convertible bond MCAs. The individual should be a subject matter expert in equity swaps and ideally have knowledge of OTC equity options, this should include an understanding of the ISDA equity definitions. In addition to being the team’s SME on master confirmations, the individual will have the opportunity to handle all relationship-level trading agreements, including, but not limited to equity derivatives, prime brokerage, securities lending, confidentiality agreements, Futures agreements, listed options agreements, OTC clearing agreements, ISDA Master Agreement and CSA as well as equity Master Confirmation Agreements.• The team consists of 8 attorneys and sits within IED’s Global Risk Management team. As the group sits within risk management, it is tasked with analyzing and making risk-based decisions on client negotiation requests. The team is responsible for negotiating, drafting, and executing all necessary agreements with clients and their counsel in advance of trading.
Job Responsibilities• Subject matter expert in equity swap documentation for the IED documentation team• Negotiate a full suite of trading agreements including, but not limited to, ISDA Master Agreements and Credit Support Annexes, stock loans, prime brokerage agreements, listed derivative trading agreements, OTC clearing agreements, tri-party control agreements, master confirm agreements, confidentiality agreements, electronic trading agreements, and other trading-related agreements.• Liaise with IED Sales and Trading desks, as well as members of the Firm’s Legal, Risk, Credit, and Onboarding teams.• The client base includes hedge funds, mutual funds, pensions, insurance companies, banks, corporations and money managers.Act as the primary point of contact with clients and their counsel for all negotiations. Interact with clients in connection with new industry rules and regulations.
Qualifications - External• Strong verbal and written communication skills; attention to detail; ability to meet timing deadlines on multiple projects• Contract drafting experience• Ability and initiative to proactively communicate with senior business unit members• Comfortable working in an open trading floor environment• 1+ years’ experience negotiating master confirmations and/or long-form confirmations. • A plus if experience negotiating trading agreements at a broker/dealer, buy-side firm, and/or law firm with an emphasis on equity swaps and the master confirmations associated with those transactions.• JD preferred
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