SALARY: CI$100,000 - CI$150,000 pa
We are seeking a Paralegal/Legal Executive to be responsible for the management and administration of contracts for an investment portfolio, who will also be responsible for account onboarding administration, including KYC and acting as a corporate liaison on client account information facing external parties.
A degree in finance, law or business-related or equivalent A legal qualification (LLB, paralegal certification) is required A minimum of eight (8) years’ industry relevant experience in managing, negotiating, analyzing and executing complex legal documents in a dynamic investment environment, independently, with autonomy Extensive experience in, and knowledge of, the applicable local and international legal, tax and regulatory environment, derivatives and industry terminology Extensive experience in legal research and contract management Proven understanding of account opening processes, including KYC requests for major global markets Experience and confidence negotiating directly with legal counsel, and senior management of banks, brokers and custodians Solid understanding of banks’, custodians’ and brokers’ credit processes and familiarity with credit approval processes
Manage contract negotiation, review and finalization related to the investment portfolio, such as bank, brokerage and custody account opening documents, ISDA Schedules, CSAs, ISDA Confirmations, Repurchase Agreements and Tri-party Collateral Agreements Conduct thorough research on relevant legal, regulatory, and market trends that may impact contractual terms and investment activities, to include review of any relevant opinions/memos and the preparation of summaries setting out any impact on the portfolio or transactions Manage account opening and maintenance, including the execution of Agreements, AML/sanctions documentation, KYC refreshes, form renewals and other documentation related to banks, broker, custodians and any other service providers Establish and cultivate relationships with external legal counsel, banks, custodians, brokers, traders and credit officers and be responsive to all contacts and queries Draft letters and documents, including, but not limited to contract summaries, board minutes and responses to KYC requests
At Dart, we're committed to creating a workplace where you thrive, offering a competitive salary and benefits designed for your well-being and growth. Our package includes 100% employer-paid medical insurance premium for the employee, employee and employer pension contributions, life insurance and long-term disability coverage (conditions apply), enhanced leave options including vacation, personal days, maternity, paternity, a wellness screening day and continuing professional development opportunities after successful completion of a six-month probationary period.
17 days remaining
