Sr. Paralegal - Mutual Funds

Description

The Sr. 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. This is a hybrid position located in our Boston, MA office.


What you will do:


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

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

What you will bring:

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

Who we are:

We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. 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*.

#NatixisIMCulture

In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $90,000.00 - $120,000.00. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.

Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.

Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.

*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.