In this role, you will act as a critical Gatekeeper responsible for managing confidential information pursuant to internal information barriers. You will work in close coordination with Legal, Compliance, Trading, Sales, and Research teams to facilitate seamless transactions while upholding strict regulatory and institutional controls.
Key Responsibilities
- Drafting & Negotiation: Collaborate with Sales Trading and Legal teams to draft and negotiate confidentiality agreements (NDAs) relating to secondary loan trading and claims trading matters.
- Process & Stakeholder Management: Manage the end-to-end agreement process, serving as the primary point of contact for Sales, Trading, Legal, and external clients regarding agreement status and inquiries.
- Virtual Data Room (VDR) Administration: Source and prepare information for client distribution pursuant to executed agreements. Create, update, and manage access to web-based due diligence data rooms.
- Gatekeeper & Compliance Operations: Actively review and screen information to ascertain appropriateness for public-side Sales & Trading personnel, ensuring strict adherence to internal information barriers and regulatory compliance.
Required Qualifications, Capabilities, and Skills
- Education: Bachelor’s degree in Finance, Business, Economics, or a related field.
- Experience: 3+ years of relevant financial operational or legal support experience.
- Technical Skills: Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint).
- Core Competencies:
- Exceptional multitasking and time-management skills with the proven ability to prioritize competing deadlines in a fast-paced environment.
- Meticulous attention to detail with a strong, control-focused mindset.
- Excellent oral and written communication, interpersonal, and negotiation skills.
- Strong analytical capabilities and critical decision-making skills, including the ability to identify, **escalate, and propose solutions** to complex issues.
- Highly motivated, self-directed team player with a demonstrated strong work ethic.
Preferred Qualifications & Stand-Out Capabilities
- Document Review: Hands-on experience reading, interpreting, and negotiating legal documentation, such as Credit Agreements and Non-Disclosure Agreements (NDAs).
- Industry Knowledge: Familiarity with the Syndicated Loan business and LSTA (Loan Syndication and Trading Association) standards.
- VDR Platform Expertise: Working knowledge of Virtual Data Rooms such as Intralinks, DebtDomain, or Syndtrak.