Entry Level Paralegal- Trade Agreement Onboarding

Posted 4 Days Ago
Be an Early Applicant
Boston, MA, USA
In-Office
68K-80K Annually
Entry level
Fintech
The Role
Support onboarding and administration of derivatives and brokerage trading agreements (ISDA, F&O, MSFTA, ACAs). Maintain contract repositories, coordinate counterparties and internal teams, assist with KYC/AML documentation, perform basic legal and regulatory research, track agreement status, and help draft/update trade documentation procedures.
Summary Generated by Built In
Entry Level Paralegal- Trade Agreement Onboarding

Boston, MA

About Victory Capital:

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary and Purpose:

We are seeking a detail-oriented and motivated Entry Level Paralegal (“Paralegal”) to join our Legal team. In this role, you will provide essential support in the onboarding and administration of derivatives and brokerage trading agreements, including ISDA Master  Agreements (“ISDAs”), Futures & Options Agreements (“F&O Agreements”), Master Securities Forward Transaction Agreements (“MSFTAs”) , Account Control Agreements (“ACAs”) with mutual fund Custodians, i, and other trading-related contracts..  Paralegal will work closely with numerous departments within Victory -- including Investments, Operations, Product, Legal, Compliance, and Client Services -- as well as with various Victory service providers, and Victory clients.   The Paralegal will be in a unique position to learn how derivatives and brokerage trading agreements are used in the investment management process. This is an excellent opportunity for a recent college graduate looking to build a career in financial services, law, or compliance.

You will report to the Chief Legal Officer.

You Will:
  • Trade Agreement Onboarding: Assist in the review, revision, tracking, and processing of trading agreements (for new agreements and amendments), including ISDAs, F&O Agreements, MSFTAs, ACAs, Give Up Agreements, and other counterparty documentation.
  • Document Management: Maintain and organize legal document repositories; ensure executed agreements are accurately filed and indexed in contract management systems.
  • Counterparty Coordination: Communicate with external counterparties, clients, , and custodians to facilitate the timely collection and execution of required documentation.
  • Due Diligence Support: Assist with KYC (Know Your Customer) and AML (Anti-Money Laundering) documentation gathering, to facilitate the counterparty onboarding process.
  • Legal Research: Conduct basic legal and regulatory research to support the Victory Legal Group on matters related to securities law, derivatives regulation, and trading compliance.
  • Cross-Functional Collaboration: Work closely with Investments, Trading, Operations, and Compliance teams to ensure seamless agreement execution and onboarding workflows.
  • Tracking & Reporting: Maintain accurate status logs and dashboards for all pending and executed agreements; provide regular status updates to senior legal staff.
  • Policy Support: Assist in drafting and updating internal procedures related to trade documentation and counterparty onboarding.
You Have:
  • Bachelor's degree in Paralegal Studies, Legal Studies, Finance, Business, or a related field; OR an Associate's degree with a paralegal certificate from an ABA-approved program.
  • Strong organizational skills with exceptional attention to
  • Excellent written and verbal communication
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to manage multiple tasks and deadlines in a fast-paced
Preferred:
  • Familiarity with financial services, asset management, or capital markets
  • Exposure to trade documentation (ISDA, F&O Agreements, MSFTAs, etc.) through coursework or internship experience.
  • Experience with contract management platforms or legal workflow
  • Understanding of basic regulatory frameworks (US Securities & Exchange Commission.US Commodities Futures Trading Commission, Dodd-Frank Act).
Our Benefits:

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation:

The target base salary range for this position is $68,000 - $80,000.

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances. 


Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree in Paralegal Studies, Legal Studies, Finance, Business, or related field; OR Associate's degree with ABA-approved paralegal certificate
  • Strong organizational skills with exceptional attention to detail
  • Excellent written and verbal communication
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
  • Ability to manage multiple tasks and deadlines in a fast-paced environment
  • Familiarity with financial services, asset management, or capital markets
  • Exposure to trade documentation (ISDA, F&O Agreements, MSFTAs) through coursework or internship
  • Experience with contract management platforms or legal workflow systems
  • Understanding of basic regulatory frameworks (SEC, CFTC, Dodd-Frank Act)
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The Company
HQ: San Antonio, TX
395 Employees

What We Do

Victory Capital is a diversified global asset management firm. The Company operates a next-generation business model that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform. Our differentiated model is comprised of ten autonomous investment franchises, each with an independent culture and investment approach. Additionally, we offer a Solutions Platform, featuring our VictoryShares ETF brand. Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. We offer a diverse array of independent investment approaches and innovative investment vehicles designed to drive better investor outcomes. This includes actively managed mutual funds and separately managed accounts, rules-based and active ETFs, multi-asset class strategies, custom solutions and a 529 College Savings Plan. We are headquartered in San Antonio, TX, with offices in Cleveland, Cincinnati and Rocky River, OH; San Francisco, CA; Denver, CO; Birmingham, MI; New York, NY; Boston, MA; and Des Moines, IA. Additionally, we have investment professionals in London, Hong Kong and Singapore. To learn more about Victory Capital, visit our website: https://www.vcm.com

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