Trading Documentation Paralegal at AQR Capital Management in Greenwich, Connecticut

Job Description:

About AQR Capital Management

AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998.

At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We are determined to know what makes financial markets tick - and we will ask every question and challenge every assumption. We recognize and respect the power of collaboration, and believe transparency and openness to new ideas leads to innovation.

The Team

We are seeking an exceptionally talented individual to join our Counterparty Risk & Trading Documentation group as a Trading Documentation Paralegal. The group is broadly responsible for preparing AQR funds and managed accounts for trading activities with counterparties and service providers and maintaining those relationships over time. This includes activities such as registering the fund with identifiers, setting up custodial accounts, registrations in emerging markets, maintaining administrative services, responding to KYC/AML requests, and onboarding across counterparties for products such as futures, derivatives, prime brokerage financing, repo, execution and clearing.

Your Role

• Lead account openings at global custodian and administrators, and set up custodial trading accounts for various developed and emerging markets with service providers


• Register new entities for legal entity identifiers with global utilities and monitor renewal obligations


• Respond to counterparty requests related to KYC/AML information, organize supporting legal documents, and maintain sensitive, confidential information associated with required disclosure documents


• Assist with completing and providing representation letters, IPO forms, QIB Certificate, Reg S letters, FINRA letters and other transactional documentation to counterparties


• Assist with execution trading agreements to onboard new counterparties


• Support requests and questions from other teams across the firm on trading documentation as needed


• Assist in aspects of new fund launches and account trading documentation onboarding and act as liaison with firm-wide onboarding teams

What You'll Bring

• 3 to 5+ years of relevant industry experience preferred


• The ideal candidate will be intelligent, self-motivating, energetic and goal-oriented with the ability to juggle multiple tasks and exercise sound judgment


• Candidate must have a basic knowledge of legal documentation, corporate due diligence procedures and document management


• Familiarity with KYC/AML diligence requirements would be a plus


• Some understanding and experience operating within asset management, hedge funds, mutual funds, and managed accounts would be a plus


• Excellent oral and written communication skills are required


• Advanced proficiency with Microsoft Office (Word, Excel, Outlook and PowerPoint)

Who You Are

• Highly organized, detail-oriented, process-driven and logical


• Able to multi-task and keep track of various deadlines in a fast-paced, high demand environment


• Hard-working, energetic and eager to learn in a highly intellectual, innovative environment


• Mature and thoughtful, with the ability to operate in a collaborative, team-oriented culture


• Self-starter with ability to both perform and build infrastructure at the same time


• Highest level of integrity, empathy and character


• Creative, resourceful and motivated

AQR is an Equal Opportunity Employer. EEO/VET/DISABILITY