Document Review Specialist - Join a Leading Company

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.

Rate Range: $23-$25

Job Description:

• Client facing position within Client Institutional Equity Division (IED) for a documentation specialist, responsible for handling all relationship level trading agreements, including, but not limited to equity derivatives, prime brokerage, stock loan, confidentiality, listed derivatives and OTC clearing agreements.
• The team sits within IED’s global risk management team.
• As the group sits within risk management, it is also tasked with analyzing and improving firm processes as well as identifying internal control gaps.
• The team is responsible for drafting a variety of agreements in advance of trading, liaising with the negotiation team, managing and building relationships with asset managers and monitoring various risk reports.

Responsibilities:

• Maintain relationships with key asset managers to streamline documentation and onboarding processes
• Liaise with IED Sales and Trading desks, as well as members of Firm’s Legal, IED Negotiation, Risk, Credit, Client Service 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 existing clients looking to launch new funds.
• Work with outside counsel to perfect security interest for certain jurisdictions.
• Monitoring risk reports.

Qualifications:

• Strong verbal and written communication skills; attention to detail; ability to meet deadlines on multiple projects.
• Ability and initiative to proactively communicate with senior business unit members as well as clients
• Manage ad-hoc projects along with day to day tasks
• Comfortable working in an open trading floor environment.
• Bachelor’s Degree required.
• Proficiency in Microsoft Office

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 [email protected]