Investment Management Documentation Negotiator

Responsibilities

• Responsible for documentation, negotiation and project-management matters.
• The personnel in the first-line responsible for designing and implementing solutions to manage legal and other risks for supported business areas.
• Primary focus on the negotiation of investment management agreements for the segregated account client base as well as trading and derivative documentations.
• Responsible for project managing the workload and maintaining/ developing relationships with key stakeholders (e.g. Client Relationship Management and Take-on teams, Legal & Compliance, Portfolio Management teams).

Requirements

• ISDA master agreement drafting & negotiation experience required.
• Investment Management Agreement and Separately Managed Account experience a plus.
• Buy side experience preferred but not required.
• Experience negotiating repurchase agreements and other industry standard agreements required.
• Experience with separately managed account and investment management agreements preferred but not required (will train).

Qualifications

• Solid drafting and negotiation skills.
• Strong organizational skills.
• Good written and oral communication skills; able to distil complicated concepts and legal jargon into plain English.
• Aptitude for risk and controls.
• Strong ability to influence outcomes and stakeholders.

Skills

• Sound understanding of the asset management industry and knowledge of the client base of an institutional asset manager.
• Knowledge of trading and derivative documentations as well as investment management agreements and ancillary agreements and understanding of financial services regulation, including understanding of current regulatory framework relating to asset management and derivatives.
• Working knowledge of funds in general and of other commercial contracts with clients, distributors, intermediaries or other agents within the asset management sector.

Pay

Commensurate with experience.

Schedule

Hybrid - 4 days in office per week.

Benefits

N/A

Contact

Get in Touch: If you think you'd be a good match, submit your resume and reach out to Bharat at 862-658-6248 to learn more.