Demo

Documentation Specialist - Hybrid NYC, NY

BCForward
New York, NY Full Time
POSTED ON 2/16/2025
AVAILABLE BEFORE 5/14/2025

Job Description

Job Description

Client Location :  NYC - hybrid, 3 days onsite

Expected Duration : Long Term

Anticipated Start Date : ASAP

Job Descriptio n : Top Skills :

1. Proven ability to manage high volume and short deadlines

2. Reliability

3. Team player

This is a temporary legal documentation support position within the Solutions for Financial Intermediaries team in Institutional Client Group. The successful candidate will work closely with Sales, Structuring and Legal in reviewing and preparing legal documentation in relation to structured products issuance. Responsibilities include coordinating time-sensitive material, handling confidential data, managing regulatory filings and providing support as needed. This role will report to the Head of the Legal Documentation Unit within  Retail Third Party Distribution group.

Key Responsibilities :

o Drafting of deal documentation (Term Sheets, Pricing Supplements and Notes) for structured products

o Liaising with Sales, Structuring and Legal teams on transactions

o Develop, test and maintain templates to enable automation of deal documentation for listed structured products issuances

o Reporting and escalating any legal-related issues to line managers as appropriate and coordinating with other members of the documentation team

o May perform other duties as required and assigned

o Above all, the job holder must be able to effectively and proactively manage multiple complex projects simultaneously while applying industry and process knowledge.

Knowledge / Experience :

o Bachelors degree required

o Proficient with Microsoft Office software including Word, Excel, SharePoint, PowerPoint and Outlook as well as Adobe Professional.

o Effective written, listening and verbal communication skills.

o Effective problem solving, grammar, spelling, and proof reading skills

o Strong organizational and follow-up skills and ability to manage multiple competing priorities and deadlines at any given time.

o Highly organized individual with special attention to detail; motivated self-starter with initiative, sound judgment and discretion.

o Ability to work effectively both individually and within a team environment.

o Ability to interact professionally with all levels of management and / or other departments"

Company Description

About BCforward :

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

BCforward is an equal opportunity employer.

Company Description

About BCforward : Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer.

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