Full-Time

Documentation Negotiator

Posted on 9/9/2024

Brown Brothers Harriman

Brown Brothers Harriman

5,001-10,000 employees

Provides private banking and investment services

Venture Capital
Financial Services

Compensation Overview

$65k - $110kAnnually

+ Annual Bonus Target

Mid

Boston, MA, USA + 4 more

More locations: Remote in USA | Philadelphia, PA, USA | Charlotte, NC, USA | New York, NY, USA

Hybrid role requires 3 days per week in-office for NYC, Boston, Charlotte, or Philadelphia; fully remote only in Pittsburgh or Central NY (Utica).

Category
Legal
Legal & Compliance
Requirements
  • BA/BS required.
  • Minimum three years' experience as an ISDA Master Agreement contract negotiator, documentation specialist and/or paralegal.
  • JD is a plus.
  • Excellent oral and written skills, excellent organizational and research skills and the ability to work independently as well as a part of a team.
  • Candidate must exhibit attention to detail, good judgment, strong personal initiative, and problem solving and decision-making skills.
  • Candidate must have strong organizational and time management skills and must work well under time constraints while meeting deadlines.
  • He/she must also be diligent, meticulous, adaptable to changing demands/priorities, able to work efficiently in a fast-paced yet very collegial environment.
  • Candidate must have experience handling multiple tasks and projects concurrently while maintaining highest standards and attention to detail.
  • Candidate should have experience actively managing and meeting client expectations.
  • Strong computer skills.
  • Corporate knowledge.
Responsibilities
  • Coordination of Documentation Requests
  • Field documentation requests (e.g., ISDA master agreements, credit support annexes, confirmations and other agreements) to support FX and other businesses (with initial primary emphasis on FX).
  • Liaise with the relevant risk, credit and business contacts in order to prepare initial drafts of documentation.
  • Review and negotiate documentation within established parameters.
  • Manage documentation flow including being responsible for tracking revisions/comments made by counterparties, consolidating comments and for creating marked copies of documents that identify non-standard provisions.
  • Identify and escalate non-standard provisions to supporting attorney.
  • Coordinate signature pages, signing authority/corporate secretary certificates and file/organize final executed versions of documents.
  • Support of Documentation Unit
  • Assist in the enhancement and management of existing template documentation and the creation of new templates and negotiation guides with respect to form documents;
  • Assist in the design and execution of operational enhancements to documentation effort;
  • Participate in internal working groups, and various projects designed to organize and improve the efficiency of the various internal groups as it relates to the management of documentation.
  • Maintain constant communication with business, risk, compliance and the supervising attorney (as applicable) to manage the high volume of workflow.
  • Support of firm-wide/departmental initiatives
  • Assist in firm-wide and/or departmental initiatives (in support of the FX business and beyond), including without limitation staying abreast of and alerting relevant stakeholders of regulatory developments applicable to covered line(s) of business.
  • Participate in internal working groups, and maintain constant communication with business, risk, compliance and the supervising attorney (as applicable) on the initiatives.
Brown Brothers Harriman

Brown Brothers Harriman

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Brown Brothers Harriman offers a range of financial services including private banking, wealth management, investment advisory, and corporate lending. Their products work by providing tailored financial solutions to both private clients and institutions, helping them manage their assets, plan for the future, and navigate complex financial landscapes. What sets Brown Brothers Harriman apart from competitors is their focus on building strong, personalized relationships with clients, ensuring that their services are aligned with the specific needs and goals of each client. The company's goal is to achieve sustainable performance for their clients while maintaining a commitment to accountability and transparency in all their dealings.

Company Stage

N/A

Total Funding

$254.9M

Headquarters

Boston, Massachusetts

Founded

1818

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Simplify's Take

What believers are saying

  • Increased focus on ESG investments aligns with growing investor demand.
  • Technological advancements in Transfer Agency enhance BBH's competitive edge.
  • Strategic hires bolster BBH's services in family business and philanthropy.

What critics are saying

  • Increased competition in Transfer Agency may lead to pricing pressures.
  • Potential overextension from acquiring multiple new stakes could strain finances.
  • Frequent leadership changes may challenge brand identity and client trust.

What makes Brown Brothers Harriman unique

  • BBH's Transfer Agency platform enhancements highlight its commitment to technological innovation.
  • Strategic hire of Mike N. McGrann strengthens BBH's focus on family-owned businesses.
  • BBH's diversified investment strategy mitigates risks across various sectors.

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