Overview

We are seeking a Document Negotiator to join a collaborative legal and client service environment supporting investment management and financial services operations. This role is responsible for preparing, reviewing, negotiating, and coordinating legal documentation while working closely with attorneys, client service teams, risk, compliance, and external clients.

The ideal candidate has experience reviewing contracts or legal documentation within financial services, banking, investment management, or corporate legal environments and possesses strong negotiation, drafting, and relationship-management skills.

Responsibilities

Legal Documentation & Negotiation

• Prepare, review, draft, and negotiate legal documentation supporting client onboarding and account maintenance activities
• Negotiate account control agreements, amendments, side letters, and related documentation
• Review and negotiate instruction letters, representation letters, and operational agreements
• Support legal documentation requirements related to global account openings and financial services operations
• Ensure documentation is completed accurately and within required deadlines

Contract Coordination & Administration

• Coordinate documentation workflows among internal teams, clients, and external counterparties
• Track agreement status and maintain documentation records, matrices, and files
• Monitor time-sensitive legal deliverables and ensure completion within established timelines
• Support attorneys with contract review and legal documentation projects

Cross-Functional Collaboration

• Partner with Client Services teams to support client onboarding and maintenance initiatives
• Collaborate with Credit, Risk, Compliance, and Operations teams on documentation requirements and special projects
• Build strong working relationships with internal and external stakeholders
• Provide timely updates regarding agreement negotiations and outstanding requirements

Operational Support

• Maintain accurate contract records and documentation tracking tools
• Support process improvements related to document negotiation and contract management
• Assist with special projects and legal operational initiatives as needed

Required Qualifications

• Bachelor's degree required
• Minimum 2 years of relevant legal, contracts, banking, financial services, or document negotiation experience
• Strong contract review, negotiation, and drafting skills
• Excellent written and verbal communication skills
• Strong attention to detail and organizational abilities
• Ability to manage multiple priorities and deadlines simultaneously
• Strong customer service and relationship-management skills
• Proficiency with Microsoft Office applications
• Ability to work effectively with attorneys, business teams, and external clients

Preferred Qualifications

• Juris Doctor (JD) from an accredited law school
• Newly admitted attorneys with relevant financial services experience will be considered
• Experience within:
  • Financial Services
  • Banking
  • Investment Management
  • Custody Services
  • Mutual Funds
  • Corporate Legal Departments
  • Law Firms
• Experience negotiating:
  • Account Control Agreements
  • ISDA-related documentation
  • Derivatives documentation
  • Side Letters
  • Banking agreements
• Knowledge of:
  • Uniform Commercial Code (UCC)
  • Investment Company Act of 1940
• Experience working with institutional investors, asset managers, or custody banking environments

Key Skills

• Contract Negotiation
• Legal Documentation Review
• Drafting & Redlining Agreements
• Client Onboarding Support
• Financial Services Documentation
• Account Control Agreements
• Stakeholder Management
• Risk & Compliance Collaboration
• Process Improvement
• Attention to Detail
• Relationship Management
• Microsoft Office