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Investment Management Documentation Negotiator

New York, NY 10036

Posted: 07/22/2026 Employment Type: Contract Job Number: 28925470

Job Description

Pay Rate
up to $105/hr
  • Negotiate investment management agreements for the segregated account client base as well as trading and derivative documentations.
  • Project manage the workload and maintain/develop relationships with key stakeholders (e.G. Client Relationship Management and Take-on teams, Legal & Compliance, Portfolio Management teams).
  • Support other geographical regions (including Asia-Pacific and EMEA) as required, due to the global nature of the IM business and the team.
  • Work on wider initiatives and documentation aspects relating to other aspects of the Client business.
Skills Required
  • 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;able to distill complicated concepts and legal jargon into plain English.
  • Aptitude for risk and controls.
  • Strong ability to influence outcomes and stakeholders.
Areas of Expertise and Experience
  • Sound understanding of the asset management industry and knowledge of the client base of an institutional asset manager.
  • Knowledge of trading and derivative documentations as well as investment management agreements and ancillary agreements.
  • Understanding of financial services regulation, including the current regulatory framework relating to asset management and derivatives.
  • Working knowledge of funds in general and other commercial contracts with clients, distributors, intermediaries, or other agents within the asset management sector.
  • At least 5 years PQE in a major law firm and/or in-house at a sell-side or buy-side financial institution.

Client is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross-section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Meet Your Recruiter

Robyn Banks

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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison