Ourinnovative platform enables investment managers to create tax-compliant IDFsand SMAs that ... ISDA- andGMRA master trading documentation. * Monitor and advise on changes in the legal ...
Ourinnovative platform enables investment managers to create tax-compliant IDFsand SMAs that ... ISDA- andGMRA master trading documentation. * Monitor and advise on changes in the legal ...
Support regulatory readiness efforts, including ISDA documentation, Dodd-Frank compliance, and ... managing relationships with major banking partners in North America. Support negotiations ...
Support regulatory readiness efforts, including ISDA documentation, Dodd-Frank compliance, and ... managing relationships with major banking partners in North America. Support negotiations ...
... asset management firm or investment bank * Experience with Advent Geneva and Eze Castle is a plus * Experience negotiating ISDA terms and agreements * Self-starter who requires little direction
... asset management firm or investment bank * Experience with Advent Geneva and Eze Castle is a plus * Experience negotiating ISDA terms and agreements * Self-starter who requires little direction
Treasury Analyst
Plano, TX · On-site
Support regulatory readiness efforts, including ISDA documentation, Dodd-Frank compliance, and ... managing relationships with major banking partners in North America. Support negotiations ...
Treasury Analyst
Plano, TX · On-site
Support regulatory readiness efforts, including ISDA documentation, Dodd-Frank compliance, and ... managing relationships with major banking partners in North America. Support negotiations ...
Operations Associate
Dallas, TX · On-site
... asset management firm or investment bank * Experience with Advent Geneva and Eze Castle is a plus * Experience negotiating ISDA terms and agreements * Self-starter who requires little direction
Operations Associate
Dallas, TX · On-site
... asset management firm or investment bank * Experience with Advent Geneva and Eze Castle is a plus * Experience negotiating ISDA terms and agreements * Self-starter who requires little direction
Support regulatory readiness efforts, including ISDA documentation, Dodd-Frank compliance, and ... managing relationships with major banking partners in North America. Support negotiations ...
Support regulatory readiness efforts, including ISDA documentation, Dodd-Frank compliance, and ... managing relationships with major banking partners in North America. Support negotiations ...
Relationship Associate - Corporate Banking
Houston, TX · On-site
$114K - $172K/yr
Partner with Product Partners and Relationship Managers to perform various activities for Know Your ... Proven planning, negotiation and analytical skills * Consistently demonstrate a professional ...
Relationship Associate - Corporate Banking
Houston, TX · On-site
$114K - $172K/yr
Partner with Product Partners and Relationship Managers to perform various activities for Know Your ... Proven planning, negotiation and analytical skills * Consistently demonstrate a professional ...
Draft swap dealer templates and deal documentation, advise and negotiate ISDA documentation, cover ... business management. * Become familiar with relevant U.S. Bank policies and procedures, ranging ...
Draft swap dealer templates and deal documentation, advise and negotiate ISDA documentation, cover ... business management. * Become familiar with relevant U.S. Bank policies and procedures, ranging ...
Manager Isda Negotiation information
What are some common challenges faced by a manager ISDA negotiation, and how can they be addressed?
A Manager in ISDA Negotiation often encounters challenges such as handling complex counterparty requirements, keeping up with regulatory changes, and coordinating between legal, credit, and front office teams. Balancing the interests of both internal stakeholders and external counterparties requires strong communication and negotiation skills. To address these challenges, managers should stay updated on regulatory developments, leverage technology for document management, and foster open collaboration across departments to ensure timely and compliant execution of agreements.
What are the key skills and qualifications needed to thrive as a manager ISDA negotiation?
To thrive as a Manager ISDA Negotiation, you need in-depth knowledge of derivatives, legal documentation, and financial markets, typically supported by a degree in law, finance, or a related field. Familiarity with contract management systems, negotiation tracking tools, and regulatory compliance platforms is crucial. Strong analytical thinking, attention to detail, and effective communication are vital soft skills for leading negotiations and collaborating with stakeholders. These competencies ensure accurate, compliant, and efficient negotiation of ISDA agreements, reducing risk and supporting business objectives.
What are popular job titles related to Manager Isda Negotiation jobs in Texas? For Manager Isda Negotiation jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Manager Isda Negotiation jobs in Texas look for? The top searched job categories for Manager Isda Negotiation jobs in Texas are:
What cities in Texas are hiring for Manager Isda Negotiation jobs? Cities in Texas with the most Manager Isda Negotiation job openings:
Full-time
Posted 26 days ago
Job description
EMPLOYMENT TYPE: Permanent
DEPARTMENT: Fund Services
DIVISION: Institutional Client Services
WORKPLACE STRUCTURE: On-site
ROLE OVERVIEW
PURPOSE OF JOB
Founded in2002 and based in Austin, TX, SALI Fund Services ("SALI") a JTC Group Company,delivers a turn-key solution for the creation and administration of InsuranceDedicated Funds ("IDFs") and separately managed accounts ("SMAs"). Ourinnovative platform enables investment managers to create tax-compliant IDFsand SMAs that seamlessly integrate with insurance company Private PlacementVariable Annuity and Private Placement Life Insurance account platforms.
SALI serves adiverse group of clients, from boutique hedge funds to the world's largestwealth management institutions. Currently, we administer over 250 IDFs andSMAs, collectively representing more than $30 billion in assets. As a fundadministrator, SALI is dedicated to providing white-glove service, industryexpertise, and operational excellence for every client engagement.
The AssistantGeneral Counsel at SALI will play a key role in advising on a wide range oflegal issues affecting the firm and its private funds. This position will focuson private fund formation and structuring, including responsibility fordrafting and reviewing offering documents. The role also requires expertisewith the Investment Advisers Act of 1940, as well as broad support onregulatory, compliance, and operational matters.
MAIN RESPONSIBILITIES AND DUTIES
ESSENTIAL REQUIRMENTS
OUR COMMITMENT TO INCLUSION &WELLBEING
JTC is committed to fosteringa healthy, inclusive organisation where all individuals feel welcome and feelable to participate in the workplace fully. We value different perspectives,backgrounds and lived experiences. This includes supporting employee wellbeingso that people feel equipped to thrive.
#LI-SB1
DEPARTMENT: Fund Services
DIVISION: Institutional Client Services
WORKPLACE STRUCTURE: On-site
ROLE OVERVIEW
PURPOSE OF JOB
Founded in2002 and based in Austin, TX, SALI Fund Services ("SALI") a JTC Group Company,delivers a turn-key solution for the creation and administration of InsuranceDedicated Funds ("IDFs") and separately managed accounts ("SMAs"). Ourinnovative platform enables investment managers to create tax-compliant IDFsand SMAs that seamlessly integrate with insurance company Private PlacementVariable Annuity and Private Placement Life Insurance account platforms.
SALI serves adiverse group of clients, from boutique hedge funds to the world's largestwealth management institutions. Currently, we administer over 250 IDFs andSMAs, collectively representing more than $30 billion in assets. As a fundadministrator, SALI is dedicated to providing white-glove service, industryexpertise, and operational excellence for every client engagement.
The AssistantGeneral Counsel at SALI will play a key role in advising on a wide range oflegal issues affecting the firm and its private funds. This position will focuson private fund formation and structuring, including responsibility fordrafting and reviewing offering documents. The role also requires expertisewith the Investment Advisers Act of 1940, as well as broad support onregulatory, compliance, and operational matters.
MAIN RESPONSIBILITIES AND DUTIES
- Draft, review, and negotiate private fund formationdocuments, including private placement memoranda, limited partnershipagreements, subscription documents, and service provider contracts.
- Provide legal support throughout the fund formation,launch, and capital raising process, collaborating closely with business andoperations teams.
- Advise on ongoing fund management matters, includingtransactional support, side letters, investor communications, co-investmentarrangements, and relevant regulatory filings.
- Research, interpret, and ensure compliance with theInvestment Advisers Act of 1940 ("Advisers Act") as it pertains to investmentvehicles, operations, exemptions, and regulatory status. Preference will begiven to candidates with prior experience with the Investment Company Act of1940 ("'40 Act") and the Commodity Exchange Act of 1936 ("CEA").
- Support all aspects of U.S. and global regulatorycompliance, including SEC, CFTC, AML/KYC and other applicable regimes.
- Assist with LSTA- and LMA-financing and ISDA- andGMRA master trading documentation.
- Monitor and advise on changes in the legal andregulatory landscape impacting private funds, advisers, and the broaderindustry.
- Work with outside counsel as needed on specializedmatters or cross-border issues.
- Support broader legal and compliance initiatives forthe firm as assigned.
ESSENTIAL REQUIRMENTS
- J.D. from an accredited law school and admission topractice in at least one U.S. jurisdiction.
- 4-8 years of legal experience, either in-house at anasset management firm or with a top law firm advising private fund clients.
- Significant experience drafting and negotiatingprivate fund offering and governing documents.
- Demonstrated expertise with U.S. securities laws andregulations governing funds and advisers, including the Securities Act of 1933,the Securities Exchange Act of 1934 and the Advisers Act and related regulatorymatters. Preference will be given to candidates with prior experience with CEAand '40 Act.
- Strong project management, analytical, andcommunication skills.
- Ability to work collaboratively across business,operations, and compliance teams in a fast-paced environment.
- Transactional experience with syndicated loans,derivatives and prime brokerage is a plus.
OUR COMMITMENT TO INCLUSION &WELLBEING
JTC is committed to fosteringa healthy, inclusive organisation where all individuals feel welcome and feelable to participate in the workplace fully. We value different perspectives,backgrounds and lived experiences. This includes supporting employee wellbeingso that people feel equipped to thrive.
#LI-SB1