Entry Level Paralegal- Trade Agreement Onboarding
About the role
We are seeking a detail-oriented and motivated Entry Level Paralegal ("Paralegal") to join our Legal team. In this role, you will provide essential support in the onboarding and administration of derivatives and brokerage trading agreements, including ISDA Master Agreements ("ISDAs"), Futures & Options Agreements ("F&O Agreements"), Master Securities Forward Transaction Agreements ("MSFTAs"), Account Control Agreements ("ACAs") with mutual fund Custodians, i, and other trading-related contracts.
Responsibilities
- Trade Agreement Onboarding: Assist in the review, revision, tracking, and processing of trading agreements (for new agreements and amendments), including ISDAs, F&O Agreements, MSFTAs, ACAs, Give Up Agreements, and other counterparty documentation.
- Document Management: Maintain and organize legal document repositories; ensure executed agreements are accurately filed and indexed in contract management systems.
- Counterparty Coordination: Communicate with external counterparties, clients, and custodians to facilitate the timely collection and execution of required documentation.
- Due Diligence Support: Assist with KYC (Know Your Customer) and AML (Anti-Money Laundering) documentation gathering, to facilitate the counterparty onboarding process.
- Legal Research: Conduct basic legal and regulatory research to support the Victory Legal Group on matters related to securities law, derivatives regulation, and trading compliance.
- Cross-Functional Collaboration: Work closely with Investments, Trading, Operations, and Compliance teams to ensure seamless agreement execution and onboarding workflows.
- Tracking & Reporting: Maintain accurate status logs and dashboards for all pending and executed agreements; provide regular status updates to senior legal staff.
- Policy Support: Assist in drafting and updating internal procedures related to trade documentation and counterparty onboarding.
Requirements
- Bachelor's degree in Paralegal Studies, Legal Studies, Finance, Business, or a related field; OR an Associate's degree with a paralegal certificate from an ABA-approved program.
- Strong organizational skills with exceptional attention to detail.
- Excellent written and verbal communication.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Ability to manage multiple tasks and deadlines in a fast-paced environment.
- Preferred familiarity with financial services, asset management, or capital markets.
- Exposure to trade documentation (ISDA, F&O Agreements, MSFTAs, etc.) through coursework or internship experience.
- Experience with contract management platforms or legal workflow.
- Understanding of basic regulatory frameworks (US Securities & Exchange Commission, US Commodities Futures Trading Commission, Dodd-Frank Act).
Qualifications
- Recent college graduate looking to build a career in financial services, law, or compliance.
- Reports to the Chief Legal Officer.
Skills
- Attention to detail.
- Organizational skills.
- Written and verbal communication.
- Microsoft Office Suite proficiency.
- Ability to manage multiple tasks and deadlines.
- Familiarity with financial services, asset management, or capital markets.
- Exposure to trade documentation (ISDA, F&O Agreements, MSFTAs, etc.).
- Basic regulatory framework understanding (US Securities & Exchange Commission, US Commodities Futures Trading Commission, Dodd-Frank Act).
Benefits
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
Pay
The target base salary range for this position is $68,000 - $80,000. Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.
Schedule
N/A