Document Solutions Analyst

Document Solutions Analyst

About the Role

The Document Solutions Analyst is responsible for supporting document digitization, metadata validation, and exception management activities across complex financial and legal agreements. The role involves reviewing AI-extracted agreement data, validating key metadata and contractual attributes against source documentation, resolving exceptions, and ensuring the completeness, accuracy, and consistency of structured data outputs.

The analyst will work closely with internal teams and stakeholders to support the transformation of unstructured legal agreements into actionable data.

About the Team

The team delivers best-in-class technology and industry-leading practices to help organizations manage risk, maintain regulatory compliance, and improve operational efficiency. Its solutions provide a centralized and reliable source of information about customers and vendors, enabling firms to reduce costs, streamline processes, improve data quality, and meet regulatory requirements through enhanced technology and data management capabilities.

The Impact

In this role, you will contribute to the digitization and analysis of complex legal agreements used across global financial markets. By validating and enhancing structured agreement data, you will help improve data integrity, operational efficiency, regulatory compliance, and client decision-making.

This position offers exposure to innovative technology, financial documentation, and large-scale data transformation initiatives.

What's in It for you?

Real Industry Exposure

Gain hands-on experience with financial and legal documentation, including:

• ISDA Master Agreements
• Credit Support Annexes(CSAs)
• Global Master Repurchase Agreements (GMRAs)
• Global Master Securities Lending Agreements (GMSLAs)
• Related amendments and supporting documentation

Professional Growth

Develop expertise in:

• Agreement analysis
• Metadata validation
• Exception management
• Document digitization workflows used by leading financial institutions

Technology Exposure

Work alongside AI-powered document digitization platforms and gain insight into how technology transforms unstructured legal documents into structured, actionable data.

Collaborative Environment

Join a managed services team focused on quality, continuous improvement, and operational excellence.

Structured Learning

Benefit from a guided training program designed to help you progress from basic data entry and document review to advanced validation and exception analysis.

Key Responsibilities

• Review and validate metadata, contractual attributes, and agreement details extracted from legal documentation.
• Compare extracted data against source agreements to ensure completeness, accuracy, and consistency.
• Investigate, document, and resolve metadata and codification exceptions.
• Perform quality assurance reviews and identify discrepancies requiring remediation.
• Collaborate with internal stakeholders and client contacts to address data quality issues and clarification requests.
• Maintain accurate audit trails and supporting documentation for review activities.
• Identify recurring exception trends and recommend process improvements.
• Support the digitization, codification, and quality review of legal agreement populations.

What We're Looking For

• Qualifications Bachelor's degree in Finance, Business Administration, Paralegal Studies, or a related field.
• 13 years of experience in financial services operations, data management, documentation review, legal operations, or a related area.

Skills & Competencies

• Strong attention to detail and commitment to quality.
• Excellent organizational and time-management skills.
• Ability to handle pressure and manage competing priorities effectively.
• Strong written and verbal communication skills.
• Collaborative team player with the ability to work effectively with both senior and junior colleagues.
• Proficiency in Microsoft Office Suite.

Preferred Experience

• Familiarity with financial legal agreements such as ISDA, CSA, GM RA, and GMSLA.
• Experience with document review, legal operations, or contract management processes.