Vice President, Counterparty Management & Administration
Core
Lead end-to-end counterparty onboarding, trading documentation, KYC, tax coordination, and regulatory reporting to enable portfolio managers to trade across asset classes.
Role type
Senior IC Vice President, Counterparty Management & Administration
Builds
Trading documentation (ISDA, CSA, MRA, etc.), operational pipelines, and onboarding workflows for global counterparties
Domain
Fixed income, derivatives, and credit markets
Required skills
Counterparty onboarding and trading documentation, US Patriot Act/KYC/AML/CDD compliance, Derivatives and financing transactions knowledge, Deep knowledge of trading agreements (ISDA, MRA, GMRA, MSFTA, Prime Brokerage), Multi-region onboarding experience, Tax documentation coordination, People management, Process improvement and automation
Preferred skills
Experience with onboarding platforms (S&P Counterparty Manager, ISDA Amend, FIA Tech DOCS), MS Copilot, AI tools for efficiency
Technologies
S&P Counterparty Manager, ISDA Amend, FIA Tech DOCS, Excel, SmartSheets
Responsibilities
Lead end-to-end trading counterparty onboarding and documentation; Oversee setup, negotiation, and maintenance of counterparty agreements; Coordinate tax documentation and KYC/AML requirements; Drive execution across global teams and time zones; Manage and develop direct reports and oversee offshore/outsourced resources; Identify inefficiencies and drive process improvement initiatives
Seniority
Senior, hands-on IC with people management
