Overview
Trading & Legal Documentation Analyst Jobs in Connecticut, United States at The PeterSan Group and PeterSan Legal Staffing
Title: Trading & Legal Documentation Analyst
Company: The PeterSan Group and PeterSan Legal Staffing
Location: Connecticut, United States
Our client, a leading alternative investment manager based in Connecticut, is seeking a highly organized and detail-oriented trading and legal documentation professional to join their legal team. In this role, you will assist with contracts (including trading and vendor contracts), as well as support daily tasks related to legal operations.
Responsibilities for this role include:
Legal Agreements/Documentation:
- Intake, review and process documentation in close coordination with the team’s attorneys in support of all departments
- Assist in the opening and maintenance of broker and other financial accounts, ensuring all documentation is complete, accurate, and compliant with internal policies
- Manage the lifecycle of contracts (such as trading and vendor contracts), including tracking material terms, coordinating execution, and maintaining organized files
Know Your Customer (KYC) Coordination:
- Coordinate responses to KYC and related due diligence requests from trading counterparties, financial institutions, and service providers
- Gather and organize required documentation and liaise with internal stakeholders and external counterparties to ensure timely completion of requests
Data and Project Management and General Support:
- Manage various work processes and data management tools developed and/or maintained by the legal team
- Assist in building new processes supported by artificial intelligence and other technology tools utilized by the team
- Provide general administrative and operational support to the legal team and manage multiple projects and competing priorities simultaneously
- Serve as a reliable point of contact for internal and external parties on routine legal department matters
Applicants must have the following requirements to be considered:
- Undergraduate or higher level degree in related field
- 2+ years of experience working with or administering legal documentation at a financial services company or with corporate or financial transactions at a law firm
- Experience with trading or vendor documentation is preferred
- Investment management industry experience is a plus
- Strong project management skills with the ability to independently organize, prioritize, and work collaboratively across a wide array of internal teams
