Trading Documentation Associate​/VP

Our client is seeking a Trading Documentation Associate Vice President to join its New York team. This role offers the chance to contribute expertise in a collaborative, intellectually rigorous environment that values academic excellence, transparency, and shared ideas. You'll work alongside highly knowledgeable professionals committed to analytical precision and practical insight.

Key Responsibilities :
As a Trading Documentation Associate Vice President, you will oversee fund onboarding and account setup for global trading while working closely with internal teams and external counter parties. You'll manage local registrations, KYC/AML requests, and key transactional documents with strong attention to detail. The role also involves providing guidance on documentation matters and supporting process improvements that enhance compliance and operational efficiency.

• Facilitate onboarding of new funds and accounts by coordinating with clients, internal teams, and external partners.
• Manage documentation needs for existing funds, including new service providers, custodians, and emerging‑market account setups.
• Handle KYC/AML requests and prepare essential trading documents such as representation letters, IPO forms, and regulatory certifications.
• Maintain accurate records of all trading agreements while providing timely guidance to internal teams on documentation matters.
• Collaborate across risk, legal, compliance, and operations to resolve issues and support process improvements that enhance efficiency and compliance.

Key Requirements:
To succeed as a Trading Documentation Associate Vice President, you should bring strong experience working with complex trading agreements and supporting fund onboarding within asset management or financial services. A background in law or finance, solid knowledge of legal documentation and KYC/AML processes, and disciplined document management will be essential. Equally important are your communication skills, ability to manage multiple priorities with precision, and commitment to continuous learning in a collaborative environment.

• 5+ years of experience working with complex trading agreements in asset management or financial services.
• Bachelor's degree with strong academics or a Law Degree, plus solid knowledge of legal documentation and due‑diligence processes.
• Familiarity with multiple asset classes, risk management practices, and working with funds and managed accounts.
• Strong understanding of KYC/AML requirements and experience handling related documentation.
• Excellent organization and communication skills, with the ability to manage competing priorities and collaborate effectively across teams.

What sets this company apart:

• This institution distinguishes itself as a leader in global investment management by cultivating an environment where academic excellence converges with practical application.

What's Next:
If interested in this position, please get in touch with Daniela Garcia at Dan