Entry Level Paralegal- Trade Agreement Onboarding

Victory Capital Holdings Inc

Boston, MA

JOB DETAILS
SALARY
$68,000–$80,000 Per Year
SKILLS
Accredited Business Accountants (ABA), Asset Management, Brokerage, Capital Markets, Contract Management, Cross-Functional, Customer Support/Service, Derivatives, Detail Oriented, Distribution Operations, Document Management, Documentation, Dodd Frank Act, Due Diligence, Equal Employment Opportunity (EEO), Finance, Financial Regulations, Financial Services, Futures, Genetics, Investment Management, Investment Strategy, Know Your Customer (KYC), Legal, Legal Documents, Legal Research, LinkedIn, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Military, Money Laundering, Multitasking, Mutual Funds, Onboarding, Organizational Skills, Paralegal, Philosophy, Presentation/Verbal Skills, Regulations, Regulatory Compliance, Reporting Dashboards, Research Skills, Securities, Securities Law, Securities and Exchange Commission (SEC), Time Management, Trading/Stockbroking, Twitter, Writing Skills
LOCATION
Boston, MA
POSTED
1 day ago

Entry Level Paralegal- Trade Agreement Onboarding

Boston, MA

About Victory Capital:

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary and Purpose:

We are seeking a detail-oriented and motivated Entry Level Paralegal ("Paralegal") to join our Legal team. In this role, you will provide essential support in the onboarding and administration of derivatives and brokerage trading agreements, including ISDA Master Agreements ("ISDAs"), Futures & Options Agreements ("F&O Agreements"), Master Securities Forward Transaction Agreements ("MSFTAs") , Account Control Agreements ("ACAs") with mutual fund Custodians, i, and other trading-related contracts.. Paralegal will work closely with numerous departments within Victory -- including Investments, Operations, Product, Legal, Compliance, and Client Services -- as well as with various Victory service providers, and Victory clients. The Paralegal will be in a unique position to learn how derivatives and brokerage trading agreements are used in the investment management process. This is an excellent opportunity for a recent college graduate looking to build a career in financial services, law, or compliance.

You will report to the Chief Legal Officer.

You Will:

  • Trade Agreement Onboarding: Assist in the review, revision, tracking, and processing of trading agreements (for new agreements and amendments), including ISDAs, F&O Agreements, MSFTAs, ACAs, Give Up Agreements, and other counterparty documentation.
  • Document Management: Maintain and organize legal document repositories; ensure executed agreements are accurately filed and indexed in contract management systems.
  • Counterparty Coordination: Communicate with external counterparties, clients, , and custodians to facilitate the timely collection and execution of required documentation.
  • Due Diligence Support: Assist with KYC (Know Your Customer) and AML (Anti-Money Laundering) documentation gathering, to facilitate the counterparty onboarding process.
  • Legal Research: Conduct basic legal and regulatory research to support the Victory Legal Group on matters related to securities law, derivatives regulation, and trading compliance.
  • Cross-Functional Collaboration: Work closely with Investments, Trading, Operations, and Compliance teams to ensure seamless agreement execution and onboarding workflows.
  • Tracking & Reporting: Maintain accurate status logs and dashboards for all pending and executed agreements; provide regular status updates to senior legal staff.
  • Policy Support: Assist in drafting and updating internal procedures related to trade documentation and counterparty onboarding.

You Have:

  • Bachelors degree in Paralegal Studies, Legal Studies, Finance, Business, or a related field; OR an Associates degree with a paralegal certificate from an ABA-approved program.
  • Strong organizational skills with exceptional attention to
  • Excellent written and verbal communication
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to manage multiple tasks and deadlines in a fast-paced

Preferred:

  • Familiarity with financial services, asset management, or capital markets
  • Exposure to trade documentation (ISDA, F&O Agreements, MSFTAs, etc.) through coursework or internship experience.
  • Experience with contract management platforms or legal workflow
  • Understanding of basic regulatory frameworks (US Securities & Exchange Commission.US Commodities Futures Trading Commission, Dodd-Frank Act).

Our Benefits:

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation:

The target base salary range for this position is $68,000 - $80,000.

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management's total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About the Company

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Victory Capital Holdings Inc