Client Documentation Specialist
High calibre individual with a strong legal background/qualification and practical experience of the investment management industry sought by this leading global house.
The role is legally focussed and will concentrate on the drafting and negotiation of Investment Management Agreements and other client contractual documentation. This will involve working closely with client relationship, operations, risk and compliance teams to ensure adherence to all relevant regulation and legislation, management of new client take-on, managing process flows and controlling all client data, whilst ensuring the delivery of an exceptional level of client service in accordance with SLAs. Specific experience must include exposure to drafting contracts or documentation within an asset management environment, to include IMAs and the role will involve maintaining the firm’s contractual documentation database and participating in research initiatives and projects as requested by internal stakeholders.
The ideal individual will demonstrate a strong controls and client focus and knowledge of the UK regulatory environment. The role will suit a paralegal seeking to diversify into a more varied role
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