Documentation Specialist

Motion Recruitment; New York, Northern (NY, KY); On-site; USD 65,000 - 85,000; Full time

Job summary

Global Bank in New York, NY is seeking a Documentation Specialist for a 11+ month contract with a hybrid work schedule (2–3 days onsite weekly). You will draft, review and finalize legal documentation for structured products, coordinating with Sales, Structuring and Legal teams.

Ideal candidates will hold a Bachelor's degree and demonstrate strong MS Office and Adobe skills, attention to detail, and the ability to manage multiple priorities and tight deadlines.

Qualifications

• Bachelor's degree required.
• Proficient with MS Office including Word, Excel, SharePoint, PowerPoint and Outlook.
• Proficient with Adobe Professional.
• Effective written, listening and verbal communication skills.
• Proven ability to manage high volume and short deadlines.
• Effective problem solving, grammar, spelling, and proofreading skills.
• Strong organizational and follow-up skills and ability to manage multiple priorities and deadlines.

Responsibilities

• Draft, review and finalize documentation related to structured products.
• Coordinate time-sensitive material, handle confidential data, and manage regulatory filings.
• Draft Term Sheets, Pricing Supplements and Notes for structured products.
• Liaise with Sales, Structuring and Legal teams on transactions.
• Develop, test and maintain templates to automate deal documentation.
• Report any legal-related issues to line managers and coordinate with the team.

Skills

MS Office proficiency

Written communication

Verbal communication

Organizational skills

Multitasking

Deadline-driven

Teamwork

Education

Bachelor's degree

Tools

SharePoint

Adobe Acrobat

Microsoft Word

Microsoft Excel

PowerPoint

Microsoft Outlook

Job description

Grow your career as a Documentation Specialist with an innovative global bank in New York, NY. Contract role. Will require working a hybrid schedule 2-3 days onsite per week.
Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services worldwide. You will work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you.
Contract Duration: 11+ Months
Required Skills & Experience

What You Will Be Doing

• Bachelors degree required
• Proficient with MS Office software including Word, Excel, SharePoint, PowerPoint and Outlook.
• Proficient with Adobe Professional.
• Effective written, listening and verbal communication skills.
• Proven ability to manage high volume and short deadlines
• Effective problem solving, grammar, spelling, and proof reading skills
• Strong organizational and follow-up skills and ability to manage multiple competing priorities and deadlines at any given time.
• Must be able to effectively and proactively manage multiple complex projects simultaneously while applying industry and process knowledge.
• Highly organized individual with special attention to detail; motivated self-starter with initiative, sound judgment and discretion.
• Ability to work effectively both individually and within a team environment.
• Ability to interact professionally with all levels of management and/or other departments
• Reliability
• Team player

• Working closely with Sales, Structuring and Legal to review and prepare legal documentation related to structured products issuance.
• Coordinating time-sensitive material, handling confidential data, managing regulatory filings and providing support as needed.
• Drafting deal documentation (Term Sheets, Pricing Supplements and Notes) for structured products
• Liaising with Sales, Structuring and Legal teams on transactions
• Developing, testing and maintaining templates to enable automation of deal documentation for listed structured products issuances
• Reporting and escalating any legal-related issues to line managers as appropriate and coordinating with other members of the documentation team