Job Title: OTC Derivatives Documentation Specialist
Industry: Financial Services
Job Type: Full-Time
Location: Arizona & Florida

SUMMARY:

A leading financial institution is seeking a skilled Documentation Specialist to support the day-to-day operations of its Over-the-Counter (OTC) Derivatives Documentation group. The role will focus on Interest Rate and Credit Derivative products, ensuring accurate and timely processing of documentation in accordance with industry standards.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree in a relevant field.
• 5–7 years of experience in OTC Derivatives documentation, with an emphasis on Interest Rate products.
• Strong understanding of ISDA documentation standards.
• Exceptional attention to detail, with strong time management and organizational skills.
• Proficiency in Microsoft Excel and Word.
• Strong interpersonal and written/verbal communication skills.
• Ability to adapt to change and operate under tight deadlines.
• Able to work both independently and collaboratively within a team.

PREFERRED QUALIFICATIONS:

• Experience using electronic confirmation platforms such as Markitwire and TradeServ.
• Familiarity with market conventions related to Interest Rate and Credit Derivatives.

• Draft and review paper confirmations for Interest Rate products in line with industry protocols.
• Process and review electronic confirmations via platforms such as Markitwire and TradeServ.
• Ensure all documentation complies with applicable industry standards and best practices.
• Collaborate with internal teams (Legal, Front Office, Operations) and external stakeholders to resolve discrepancies.
• Monitor and track outstanding confirmations, maintaining comprehensive and accurate records.
• Respond to inquiries promptly and professionally.
• Contribute to testing and implementation of systems or process enhancements.
• Assist with special projects and provide training to team members as needed.