Asset Management - Client Service - Institutional Contract Specialist - Associate

Key Responsibilities
Manage a portfolio of institutional contracting matters, including new agreements, renewals, amendments, RFP-related contract support, and ad hoc requests—from intake through execution.
Draft and prepare agreement packages using approved templates (e.g., investment management agreements, schedules/exhibits, disclosures, fee exhibits), ensuring completeness and adherence to standards.
Support negotiations with institutional clients and counsel on commercial and operational terms, while coordinating exceptions for stakeholder review.
Review and summarize client redlines and comments; identify key issues, themes, and risks; recommend positions and proposed language based on precedent, business objectives, and stakeholder input.
Engage internal stakeholders with concise, well-framed requests that outline trade-offs, implications, and recommended next steps to enable timely decisions.
Maintain accurate, audit-ready records, approvals, and version control in contract/workflow systems; manage pipeline priorities, deadlines, and reporting on progress and cycle times.
Contribute to process improvements (templates, playbooks, checklists, workflows) to enhance efficiency and client experience.
Required Skills and Qualifications
Bachelor’s degree (or equivalent experience) with 2-5 years of relevant experience in contracts, legal/contract support, client onboarding, or institutional client service operations (financial services preferred).
Ability to interpret and negotiate contract terms, manage redlines, and drive matters to execution in partnership with control and business stakeholders.
Strong analytical writing and executive-level summarization skills, including the ability to communicate recommendations and rationale clearly.
Sound judgement and risk awareness: able to identify non-standard terms, assess materiality, and escalate appropriately while proposing pragmatic alternatives.
Strong attention to detail, organization, and prioritization skills in a high-volume, deadline-driven environment.
Professional communication and collaboration skills across client-facing and internal stakeholder groups.
Preferred Qualifications
Experience supporting institutional asset management clients (e.g., pensions, endowments, sovereigns, insurers) and related documentation.
Familiarity with investment management agreement structures and common negotiation topics (e.g., fees, liability/indemnity, reporting, privacy/confidentiality, termination).
Experience using Contract Lifecycle Management /workflow tools and working within a controlled, audit-conscious environment.