Documentation Specialist

About the role

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. You will:

• 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 required.
• Explore how AI can improve workflows, validating outputs and aligning with policies, risk standards, and ethical use.

Your team

You’ll be working with the Global Documentation Solutions Team, part of the Integrated Client Lifecycle Services team within the Investment Bank Operations.

Requirements

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.
• Ideally 5+ years of negotiating experience with the contract types referenced herein.
• 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 judgment within defined parameters.
• Curious about leveraging AI to optimize workflows.

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

Pay

The indicative gross base salary range for this full-time role in New York, New York is USD 188,000 – USD 235,000 per annum. The expected salary will be determined by relevant factors including role-required experience, qualifications, education, location, and skill level. UBS offers a range of competitive benefits, and additional variable compensation or awards may be provided at the company’s discretion.