Entry Level Paralegal- Trade Agreement Onboarding

Victory CapitalBoston, MA
$68,000 - $80,000Onsite

About The Position

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. The 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.

Requirements

  • 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 detail.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.

Nice To Haves

  • 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 tools.
  • Understanding of basic regulatory frameworks (US Securities & Exchange Commission, US Commodities Futures Trading Commission, Dodd-Frank Act).

Responsibilities

  • 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.
  • Maintain and organize legal document repositories; ensure executed agreements are accurately filed and indexed in contract management systems.
  • Communicate with external counterparties, clients, and custodians to facilitate the timely collection and execution of required documentation.
  • Assist with KYC (Know Your Customer) and AML (Anti-Money Laundering) documentation gathering, to facilitate the counterparty onboarding process.
  • Conduct basic legal and regulatory research to support the Victory Legal Group on matters related to securities law, derivatives regulation, and trading compliance.
  • Work closely with Investments, Trading, Operations, and Compliance teams to ensure seamless agreement execution and onboarding workflows.
  • Maintain accurate status logs and dashboards for all pending and executed agreements; provide regular status updates to senior legal staff.
  • Assist in drafting and updating internal procedures related to trade documentation and counterparty onboarding.

Benefits

  • Medical, Dental, Vision plans
  • Flexible PTO
  • Family Medical and Disability Leaves
  • Education Tuition Reimbursement
  • 401k plan with a generous employer match
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