Specialized Consultant Mid Level

Purchase, NY

Post Date: 03/09/2018 Job ID: 10594980 Industry: FIN Consulting
A temporary documentation specialist (a candidate with a law degree) is needed to support the Documentation Team at Brokerage Fund Services (MSFS). MSFS clients are hedge fund entities, organized either in the United States or offshore jurisdictions. The Documentation Team works closely with all groups within the MSFS business unit. These include accounting and investor services professionals, tax, risk and transition management. Interaction with the Brokerage's legal department is also common. Direct client communication with clients and their counsel is a regular component of the job. The position involves support for the preparation, management and maintenance of various documentation types across a wide range of clients.
Principal Responsibilities and Duties:
" Drafting and negotiating administration/service agreements as well as amendments to such agreements;

" reviewing client offering documents, organizational documents and subscription documents and work with internal teams to provide comments back to client/client counsel;

" provision of representation letters on behalf of clients to banks, brokers, auditors and regulators;

" Collecting and reviewing client capacity and authority documentation, tax documentation, and AML documentation

" Coordinating the review and resolution of issues/questions that arise from the investor services or accounting areas (new issue, benefit plan investor status, pledges, transfers).

Qualifications and Desired Skills and Experience:
" Law degree preferred (this is not a legal/attorney position but someone with a law degree and experience as an attorney is preferred);
" 3 to 5 plus years of experience in a junior or mid-level legal role with a hedge fund administrator, investment adviser or a law firm within an investment management department (experience with hedge funds is a significant benefit);
" Excellent verbal, written and organizational skills including the ability to prioritize multiple tasks possess a strong sense of urgency and excellent judgment;
" Strong attention to detail;
" Ability to learn quickly and work well both independently and in a team environment;
" Strong interpersonal skills, with the ability to work well in a team environment;
" Advanced proficiency in MS Office Suite;

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