Senior Paralegal
We are partnered with a Global Investment Management Firm that is looking to add a Senior Paralegal to its established Funds Team. In this role, you will play a key factor for the team by coordinating and supervising legal intricacies across multiple functions of the firm's business. This unique opportunity comes along with a highly competitive compensation structure, hybrid work model, and the ability to become an immediate game-changer for an extremely collaborative and visible team.
Key Responsibilities:
- Support legal counsel in drafting and updating fund registration documents
- Assist with legal documentation for the formation, restructuring, and dissolution of investment funds
- Contribute to the development and launch of new investment products, including mutual funds and ETFs
- Manage administrative tasks such as uploading Board materials to governance platforms and coordinating Board-related documentation
- Prepare agendas, resolutions, and supporting materials for Board and Committee meetings; compile Board Books
- Assist in drafting and executing fund-related contracts
- Support the creation and filing of proxy and tender offer materials for closed-end funds.
- Maintain organized digital records and document repositories for assigned funds.
- Keep databases current with officer and portfolio manager information.
- Track key deadlines and deliverables using internal calendars and tickler systems to ensure compliance with regulatory timelines.
Role Requirements:
- Bachelor's degree required.
- Minimum of five years of experience as a paralegal in a legal department focused on investment funds or at a law firm with a similar practice.
- Familiarity with mutual funds, ETFs, and closed-end funds.
- Proficiency in Microsoft Office and the ability to quickly learn new systems.
- Paralegal certification preferred.
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