About the job

This unique role sits within a business function of the Office of the Chief Operating Officer. It is a dynamic position with broad responsibilities, ideal for a motivated, self-starting professional willing to help define the shape of this new role, whilst diving straight into a busy workload.

The responsibilities of the team includes IMA (Investment Management Agreement) business management and documentation, derivatives business management and documentation and governance and conflicts management.

You will be responsible for documentation, negotiation and project-management matters, and will be the personnel in the first-line responsible for designing and implementing solutions to manage legal and other risks for the supported business areas.

You will have a primary focus on providing general business support of the segregated account business within the Asia-Pacific region and negotiation of IMAs for the segregated account client base. You will be responsible for project managing the workload and maintaining/ developing relationships with key stakeholders (e.g. Client Relationship Management and Take-on teams, Legal & Compliance, Portfolio Management teams).

Whilst the primary focus of this individual will be on the Asia-Pacific region, given the global nature of the IM business and of this team, you will also be expected to support other geographical regions (including US and EMEA) as required.

There will also be opportunities to work on wider initiatives and documentation aspects relating to other aspects of the investment management business.

  • A qualified lawyer
  • At least 4 years PQE in a major law firm and/or in-house at a sell-side or buy-side financial institution
  • Sound understanding of the asset management industry and knowledge of the client base of an institutional asset manager
  • Knowledge of investment management agreements and ancillary agreements and other commercial contracts with clients, distributors, intermediaries or other agents within the asset management sector
  • A working knowledge of funds in general
  • A working knowledge or prior experience of derivative trading documentation (e.g. ISDA/ CSA, clearing agreements, futures documentation), repo and stock lending arrangements) is beneficial but not essential
  • Affinity with financial services regulation (including understanding of current regulatory framework relating to asset management)
  • Professional maturity, confidence, presence and initiative
  • Good judgment and practical outlook; commercially-minded
  • Solid drafting and negotiation skills
  • Strong organizational skills
  • Good written and oral communication skills
  • Aptitude for risk and controls
  • Strong ability to influence outcomes and stakeholders
  • Given the client base supported by this role, fluency in Chinese is beneficial but not essential


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