Paralegal | Investment Management - mosaicpartners : Job Details

Top Tier Asset Management firm is looking fora Paralegal to join their growing team. This is an excellent opportunity to become a key part of the wealth solutions business. You'll have the opportunity to work in a collaborative and dynamic environment, contributing to impactful projects that support the legal and business operations. As a Paralegal in the in-house Legal department, you will assist with the preparation and review of board materials, contracts, investment guidelines, operational procedures, fund registration statements, proxy materials, and regulatory filings. You will also maintain timelines and project plans, and represent the Legal department in key meetings, including board, operating company, and investment committee meetings.

QUALIFICATIONS

• Bachelor's Degree, with prior experience in a Paralegal role within the investment management industry, preferably with '40 Act registered funds, securities filings, and corporate governance.
• Familiarity with electronic board portal systems, document management systems, and the SEC EDGAR system.
• Strong computer skills, including proficiency in Word, Excel, and Adobe.
• Exceptional attention to detail with the ability to manage multiple projects simultaneously.
• Proven ability to establish and maintain effective partnerships with other business areas.

This role will sit HYBRID out of the New York, NY office.