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Documentation Specialist position at UBS in New York - hybrid schedule
Expertise in ISDA, Equity Prime Brokerage & Futures required
Your role
Are you incredibly organized with an eye for detail? Do you want to work with a great team on a hybrid work schedule? We’re looking for an experienced Documentation Specialist with a strong background in negotiating ISDA Master Agreements, and a keen interest in expanding expertise into Equity Prime Brokerage and Futures documentation who can:
- Negotiate a wide range of trading and collateral agreements, such as ISDA Master Agreements, Credit Support Annexes, Account Control Agreements, Guarantees, and authority and ancillary documentation. Learn to negotiate Portfolio Swap Confirmations, Exchange Traded Derivative Agreements (including Cleared Derivates Addenda), Equity Prime Brokerage Agreements, Listed Options Agreements, and all related ancillary documents (e.g. Lockups, Custody Agreements, Cross Margin Agreements, Master Netting Agreements). Negotiation includes preparation of first drafts of agreements, negotiating terms, obtaining approvals, and coordinating internally to successful resolution, all in line with internal policies, risk standards, and regulatory requirements.
- Support documentation for a broad range of counterparty types, including corporates, hedge funds, private equity funds, insurance companies, separately managed accounts, and other clients.
- Liaise and lead discussions with internal stakeholders in Sales & Trading, Credit, Risk, Funding, Stock Loan, Tax, Legal, Onboarding, Operations and other internal stakeholders regarding documentation terms, escalations and prioritization.
- Interpret and navigate policies, procedures, regulatory expectations, and compliance requirements relevant to documentation.
- Participate in projects to enhance policies, processes and systems, as and when required.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You’ll be working with the Global Documentation Solutions Team who are a part of the Integrated Client Lifecycle Services team within the Investment Bank Operations.
Your expertise
You have:
- A Bachelor’s Degree or equivalent relevant work experience;
- Strong to advanced knowledge of ISDA documentation;
- Knowledge of stock loan agreements is a plus;
- Inevitably 5+ years of negotiating experience with the contract types referenced herein; and
- Previous experience in one or more top investment banks is strongly preferred.
You are:
- Detail-oriented with excellent organizational, writing, verbal and analytical skills;
- Able to clearly articulate complex concepts;
- Able to work collaboratively on team matters and independently on individual assignments;
- Capable of working under tight deadlines with the ability to easily pivot between negotiations and priorities;
- Able to exercise judgement within defined parameters.
- You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers .
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback .
Salary information
- United States - New York - New York min USD 188000 - max USD 235000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits . We may, at our sole discretion, provide additional variable compensation or awards.