Senior Data and Legal Specialist

As a Senior Data and Legal Specialist, you will play a pivotal role in extracting, analyzing, interpreting, and structuring legal and financial data from complex private credit agreements and related documentation. You will lead the initiatives that enhance data accuracy, streamline documentation workflows, and support the development of scalable technology solutions for the private credit lifecycle.

Key Responsibilities:

• Private Credit Agreement Expertise:
  • Analyze and interpret complex private credit agreements, including bespoke structures, amendments, and intercreditor arrangements.
  • Extract and validate key legal and commercial terms such as facility structure and hierarchy, pricing and margin mechanics, financial covenants and compliance thresholds, security package and collateral details, waterfall and payment priorities, and jurisdictional considerations and governing law.
• Oversight & Quality Assurance:
  • Review and validate data extracted by junior analysts to ensure completeness and accuracy.
  • Provide legal interpretation and guidance on key clauses such as covenants, events of default, loopholes, representations & warranties, Payment-in-Kind etc.
  • Track and analyze covenants, interest schedules, amortization, prepayment terms, and other credit metrics.
  • Conduct analytical reviews to identify risk flags, anomalies, or operational inefficiencies.
• Stakeholder Engagement:
  • Act as a subject matter expert for internal teams including Legal, Product Development, and Operations.
  • Deliver clear, actionable summaries, and insights from complex documentation to support strategic decisions.
• Process Optimization & Automation:
  • Identify and implement opportunities to streamline data extraction and documentation workflows.
  • Support the creation and expansion of legal data taxonomies and standardized templates.
  • Collaborate with technology teams to enhance document parsing tools and build scalable solutions.
• Mentorship & Leadership:
  • Train and mentor junior team members on documentation standards and legal interpretation, and data extraction techniques.
  • Lead documentation reviews for high-value or high-risk transactions.

Qualifications:

• Law degree or equivalent legal/financial qualification.
• Minimum 3+ years of experience in credit documentation, legal analysis, or private credit.
• Deep understanding of private credit structures, credit agreements, debt covenant structures, term sheets & grid analysis, legal terminology, and relevant debt financial instruments.
• Strong analytical skills with exceptional attention to detail.
• Proficiency in document management systems and data tools.
• Experience working with cross-functional teams including legal, investment, and technology.

Benefits:

We offer a dynamic and inclusive workplace where your skills are valued and your career can flourish. Enjoy competitive compensation, a comprehensive benefits package, and opportunities for professional growth. Immerse yourself in an innovative work environment, maintain a healthy work-life balance, and contribute to a diverse and inclusive culture.

About Us:

We envision a dynamic future for the financial world, where innovation is propelled by state-of-the-art AI technology and enriched by a profound understanding of credit and fixed-income research. Our mission is to empower asset managers, research firms, hedge funds, banks, and investors with smarter, faster, and curated data. We provide accurate, timely information, analytics, and tools across simple to complex financial and non-financial data, enhancing decision-making. With a focus on bonds, loans, financials, and sustainability, we offer near real-time data via APIs and PaaS (Platform as a Service) solutions that act as the bridge between our offerings and seamless workflow integration.