Prepare draft agreements and other client documentation for institutional derivatives investors. Coordinate efforts with Parametric's internal legal counsel, understand and resolve complex issues and present final documents. Specific documentation may include investment management agreements, derivative trading agreements (including ISDAs, futures and options agreements, and repurchase/reverse repurchase agreements), limited partnership agreements and other fund offering documents, non-disclosure agreements, and ISDA trade confirmations. Review and update client specific documentation during the client onboarding process and throughout the life of the client; understand client-specific contract terms and requirements. Communicate directly with brokers and trading counterparties to facilitate opening of new client accounts; complete internal setup of client and trading accounts. Work closely with Parametric's trading, operations, compliance and business development professionals across multiple office locations; expedite outstanding issues with a sense of urgency, and provide regular status updates and prioritization to meet client and/or internal deadlines. Review complex regulations and updates, research client-specific legal issues required for servicing the relationship, participate in firm-wide working groups and industry calls, and communicate results clearly to the business. Review ISDAs, ISDA amendments and master confirmation agreements; assist clients with regulatory requirements during ISDA onboarding, work with trade counterparties and review trade confirmations. Have primary responsibility for the maintenance of client files and the retention of documents, making use of technology to ensure access to current documents is efficient and secure. Review and update team policies and procedures. Bachelor's (4yr) degree; JD or Paralegal with relevant financial services experience preferred 5+ years' experience in financial services Well organized, self-starter with the ability to analyze information and take a risk mindset Exceptional written and verbal communication skills Document management experience Prior experience with contracts, derivatives including uncleared products, and financial services regulations preferred. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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