temp | technical | document review specialist | level 2(usd) - New York, NY , USA, United States - ApTask

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    Description
    About Client:

    Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.

    The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

    Job Description:
    • Trading agreement negotiator, responsible for handling all escalations and complex negotiations of equity swap master confirmations, OTC equity options master confirmations and convertible bond MCAs.

    • The individual should be a subject matter expert in equity swaps and ideally have knowledge on OTC equity options, this should include understanding of the ISDA equity definitions.

    • In addition to being the team's SME on master confirmations the individual will have the opportunity to handle all relationship level trading agreements, including, but not limited to equity derivatives, prime brokerage, securities lending, confidentiality agreements, Futures agreements, listed options agreements, OTC clearing agreements, ISDA Master Agreement and CSA as well as equity Master Confirmation Agreements.

    • The team consists of 8 attorneys and sits within IED's global Risk Management team. As the group sits within risk management, it is tasked with analyzing and making risk-based decisions on client negotiation requests.

    • The team is responsible for negotiating, drafting and executing all necessary agreements with clients and their counsel in advance of trading.


    Responsibilities:
    • Subject matter expert in equity swap documentation for the IED documentation team

    • Negotiate full suite of trading agreements including, but not limited to, ISDA Master Agreements and Credit Support Annexes, stock loan, prime brokerage agreements, listed derivative trading agreements, OTC clearing agreements, tri-party control agreements, master confirm agreements, confidentiality agreements, electronic trading agreements and other trading-related agreements.

    • Liaise with IED Sales and Trading desks, as well as members of Firm's Legal, Risk, Credit and Onboarding teams.

    • Client base includes hedge funds, mutual funds, pensions, insurance companies, banks, corporates and money managers.

    • Act as primary point of contact with clients and their counsel for all negotiations. Interact with clients in connection with new industry rules and regulations.


    Qualifications - External
    • Strong verbal and written communication skills; attention to detail; ability to meet timing deadlines on multiple projects

    • Contract drafting experience

    • Ability and initiative to proactively communicate with senior business unit members

    • Comfortable working in open trading floor environment

    • 1+ years experience negotiating master confirmations and/or long form confirmations. A plus if experience negotiating trading agreements at broker/dealer, buy-side firm and/or law firm with an emphasis on equity swaps and the master confirmations associated with those transactions.



    Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

    About ApTask:

    ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

    Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

    Candidate Data Collection Disclaimer:

    At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

    If you have any concerns or queries about your personal information, please feel free to contact our compliance team at