Senior Paralegal
Job Overview
A top-tier investment management firm is looking to hire a Senior Paralegal with strong mutual fund and/or corporate paralegal experience. In this highly visible role, you will collaborate daily on various fund and governance projects with the firm's legal team and play a key factor in executive meeting materials. This opportunity offers a highly competitive compensation package, as well as hybrid flexibility and the chance to make an immediate impact for a crucial team.
Key Responsibilities
- Assisting with the preparation and updates of fund registration statements, including Part Cs and prospectus supplements.
- Supporting documentation for fund organization, reorganization, modifications, and liquidations.
- Assisting in product development and the launch of mutual funds and ETFs.
- Managing administrative tasks such as uploading and organizing Board materials in governance platforms.
- Coordinating agendas, resolutions, and materials for Board and Committee meetings; compiling reports for Board Books.
- Preparing and executing fund contracts.
- Reviewing disclosure documents for assigned funds, including shareholder reports and regulatory filings.
- Assisting with proxy materials and tender offer documentation for closed-end funds.
- Maintaining internal document repositories and organizing electronic fund records.
- Keeping officer and portfolio manager listings current in internal databases.
- Managing calendars and tickler files to ensure timely completion of projects and regulatory deadlines.
Qualifications
- Bachelor's degree required; paralegal certificate preferred.
- Minimum of 3 years' experience as a paralegal in a mutual fund or corporate legal department or comparable law firm experience.
- Knowledge of open-end, closed-end, and exchange-traded funds.
- Proficiency in Microsoft Office Suite and ability to learn new systems quickly.
- Familiarity with governance software is preferred.
- Detail-oriented with excellent organizational and communication skills.
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