Senior Paralegal- Mutual Funds

• Category: Legal
• Location: Boston, Massachusetts
• Work Arrangement: Hybrid
• Type: Full-time/Flex

Global Asset Management Company seeking a Senior Paralegal- Mutual Funds

Company: Ranked among the world's largest asset managers, this company delivers a diverse range of solutions across asset classes, styles and vehicles. Additionally, the company provides an inclusive, collaborative company culture

Hours/Schedule:Full-time, flexible

Benefits: Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs

Job Type: Direct

Location Requirements: Hybrid- 3 days a week on-site in Boston and 2 days a week of remote work

Rate: $110K plus 15% target bonus

Job Description: The Senior Paralegal – Mutual Funds is responsible for evaluating, monitoring, and resolving issues in connection with providing legal administrative services to client(s) assigned, including: disclosure/ registration services, corporate secretarial/ governance services and other regulatory or legal support required.

Responsibilities:

Disclosure/Registration

• Coordinate the preparation of regulatory filings for mutual funds assigned
• Develop a full understanding of the funds assigned and the regulatory framework involved
• Draft/edit various disclosure documents required for assigned funds, including prospectuses (using Prospectus Builder web-based program), SAIs, supplements, proxy and information statements, 24f-2s and Part C
• Review various disclosure documents required for assigned funds, including shareholder reports and N-CENs
• Identify, research and recommend solutions for issues raised in preparing/reviewing disclosure documents including comments from reviewers
• Coordinate with publishing and/or designated printer for filing documents using EDGAR system as required
• Develop, maintain and monitor tickler files and calendars to coordinate workflow and adhere to project timelines, due dates and regulatory deadlines

Corporate Secretarial/Governance

• Coordinate the preparation of various memoranda and other documents relating to mutual fund corporate governance matters assigned
• Develop a full understanding of the funds assigned and the regulatory framework involved
• Coordinate the compilation of Board and/or Committee materials
• Draft/edit various documents required by governance actions scheduled or taken, including charter documents, contracts, and procedures
• Review Board and/or Committee materials prepared by others
• Identify, research and recommend solutions for issues raised in preparing/reviewing governance documents including comments from reviewers
• Develop, maintain and monitor tickler files and calendars to coordinate workflow and adhere to project timelines, due dates and regulatory deadlines

Other

• Special projects as assigned, which may include one or more of the following:
• Fidelity Bond or Massachusetts Annual Voluntary Associations filings
• Coordinator for trustee website
• Content Management library administrator

Qualifications:

• 5+ years of mutual fund paralegal/legal administration experience preferred
• Proficiency in legal requirements of mutual fund governance and registration required
• Excellent organizational, problem-solving and communication skills
• Proficiency with Microsoft Office products and legal research tools
• Project management skills
• Associates or Bachelors Degree or comparable business experience

FlexProfessionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills, and experiences of its candidate network. FlexProfessionals does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business needs.

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