Document Negotiator

Confidential; Boston (MA); On-site; USD 69,000 - 77,000; Full time

Benefits offered by this job

Healthcare coverage

Dental coverage

Vision coverage

401(k) retirement savings

Life & disability insurance

Employee assistance program

Legal support

Pet insurance

Employee discounts

Job summary

Confidential in Boston, MA is seeking a Document Negotiator to join the Office of General Counsel. You will prepare, review, and negotiate account control agreements and related documents for fund clients and institutional investors.

The role requires 2+ years in contracts or financial services, with strong drafting and negotiation skills and experience with derivatives, ISDA, or control agreements preferred. Excellent communication and cross-team collaboration are essential.

Qualifications

• 2+ years in contracts, banking, or financial services.
• Experience with derivatives, ISDA, or control agreements is highly desirable.
• Strong drafting and negotiation skills with attention to detail.
• Ability to coordinate with multiple internal teams and meet deadlines.

Responsibilities

• Prepare, review and negotiate account control agreements and amendments.
• Draft letters of instruction and representation for operational groups.
• Coordinate documentation across divisions with legal, risk and compliance teams.

Skills

Negotiation

Drafting

Customer service

MS Office

Education

Law degree preferred

Tools

ISDA familiarity

Job description

Our client, a major financial firm, is looking to hire a Document Negotiator in Boston, MA

Pay Rate Range: $50-55.56/hr W2, based on experience

Responsibilities:

We are currently recruiting a Document Negotiator to join our Office of General Counsel (OGC) Team. In this role, the successful candidate will work in a collaborative environment with other lawyers servicing the world’s largest investment managers and institutional investors. The individual will primarily prepare, review and negotiate account control agreements and amendments, but will also review and negotiate various instruction and/or representation letters for various operational groups within Investor Services division. There is opportunity for further growth in the future for the successful candidate.

Some of your key responsibilities include:

• Assist attorneys in advising Client Services group in the context of client on-boarding and maintenance with mutual fund and other financial services customers, by preparing, drafting, and negotiating agreements for established clients such as account control agreements required in connection with derivatives and options trading, side letters to service agreements and documents related to account openings in global markets.
• Support attorneys in coordinating such legal documentation between multiple parties ensuring adherence to time critical deadlines; track the status of legal documentation and maintaining records, matrices, and files; and interacting with internal and external clients.
• Position includes cross division collaboration with Credit, Risk and Compliance departments with regards to contract review and special projects.

Requirements:

• A graduate of an accredited law school preferred but will also consider an experienced non-lawyer.
• Minimum 2+ years’ experience, but newly admitted attorneys with related prior financial services industry experience also considered.
• Transactional, corporate, contracts, mutual funds and/or banking experience highly desirable.
• Experience with derivatives, ISDA, or control agreements highly desirable.
• Law firm, custodian bank, mutual fund or other in-house legal department experience preferred.
• High level of quality work, enthusiasm, and professionalism
• Strong negotiation and drafting skills, including experience in negotiating and drafting relevant documentation.
• Strong customer service skills - ability to work effectively with various internal and external constituencies.
• Computer proficiency including Microsoft Office products.
• Knowledge of relevant areas of law, including Uniform Commercial Code and Investment Company Act of 1940 preferred.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates:

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.