Investment Funds And Corporate Paralegal

Overview

• Serve as a key member of the legal team, supporting corporate governance and investment fund operations.
• Draft and manage legal documentation for regulatory filings and corporate governance.
• Assist in the formation and maintenance of corporate entities and investment funds.
• Ensure compliance with regulatory requirements and manage document retention systems.
• Collaborate with internal and external stakeholders to address legal inquiries and requests.
• Support special projects and initiatives within the legal department.
• Contribute to the preparation and filing of registration statements and other regulatory documentation.
• Provide assistance in opening custody and trading accounts for investment funds.

Key Responsibilities & Duties

• Draft and coordinate corporate governance documentation, including agendas, notices, resolutions, and minutes.
• Manage and maintain legal documentation for corporate entities and investment funds.
• Prepare and file regulatory documentation for registered investment companies.
• Respond to investor questionnaires and client requests for proposals.
• Support the opening of custody and trading accounts for investment funds.
• Assist with regulatory and tax filings to ensure compliance.
• Collaborate on special projects to enhance legal operations and workflows.
• Maintain the firm's proprietary relationship management system for investment funds.

Job Requirements

• Bachelor of Arts degree with a strong academic record.
• Minimum of 5 years of paralegal experience; 8 years preferred.
• Experience managing corporate and investment fund-related legal documentation.
• Proficiency in Microsoft Office and document management systems.
• Understanding of financial markets, securities, and asset classes.
• Strong analytical, problem-solving, and communication skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Commitment to intellectual curiosity, integrity, and ethical standards.