Vice President, Counterparty Management & Administration

Role Summary

We are seeking a Counter party Management & Administration Vice President to join our counter party relationship and trading documentation team. This team is responsible for facilitating onboarding, trading documentation, KYC, tax documentation, regulatory reporting, and other operational pipeline matters relating to trade setup management. This team plays a critical role in enabling Portfolio Managers to trade across asset classes by ensuring counter party relationships, legal documentation, and regulatory and operational requirements are fully established prior to account launch.

The Vice President will lead and oversee complex, multi-party onboarding and counter party management initiatives, acting as a key decision-maker and escalation point across internal stakeholders and external counter parties. This role is highly hands‑on, requiring deep expertise in trading documentation, strong attention to detail, and sound judgment across products, structures, and onboarding workflows under tight timelines. The role has global coverage across Americas, EMEA, and APAC.

In addition to execution, the role carries responsibility for strengthening onboarding processes, improving scalability, and enhancing transparency and control across the function. The individual will also manage direct reports, and oversee offshore and outsourced support, while partnering cross‑functionally to ensure trading readiness and manage operational risk.

New York, NY

• Lead and own the end‑to‑end trading counter party onboarding process across products and account structures
  • Assess trading requirements and ensure proper documentation, legal agreements, and operational setup are in place prior to trading
  • Oversee setup, negotiation, and maintenance of counter party agreements, ISDA, CSA, MSFTA, GMRA/MRA, and other documentation
  • Ensure alignment between account structure, legal documentation, regulatory requirements and intended trading activity.

• Ensure required tax documentation and onboarding requirements are completed accurately and on a timely basis, supporting both initial setup and ongoing maintenance, and helping prevent delays or disruptions to trading
• Coordinate and monitor ongoing investigations and resolution of withholding tax issues to eliminate or mitigate impact
• Oversee KYC / AML / Customer Due Diligence requirements and related refresh processes

• Drive execution across global teams and time zones, ensuring seamless coordination, clear ownership, and continuity of onboarding activities across regions
• Drive coordination across internal teams, including Legal, Account Management, Portfolio Management, Operations, Transitions, Collateral, and Tax
• Act as primary escalation point for complex onboarding issues, documentation gaps, and timeline risks engaging senior management as needed
• Manage counter party engagement and ensure onboarding milestones are met in line with fund launch and trading timelines

• Manage and develop direct reports, including prioritization, quality control, and oversight of day‑to‑day execution
• Oversee offshore and outsourced resources, ensuring accuracy, consistency, and timely delivery of services

• Own and maintain counter party data and onboarding records across internal and third‑party systems

• Ensure strong data quality, transparency, and control standards
• Identify inefficiencies and drive process improvement initiatives focused on automation and workflow enhancements (e.g., industry solutions, reporting tools, onboarding platforms) to support scalability

• Support and/or lead ad‑hoc projects and cross‑functional initiatives related to onboarding, trading readiness, and operational process improvement

• Minimum of a bachelor’s degree
• Minimum of 8 years of professional experience at an asset manager, investment bank or investment advisor including:
  • Counter party onboarding and trading documentation at an asset manager or broker‑dealer
  • US Patriot Act and various Know‑Your‑Customer…