Mutual Fund Paralegal

4 weeks ago

Boston, United States BPCE Full time

Legal Product Manager

The Legal Product Manager 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, support to the Chief Compliance Officer and compliance team and other regulatory or legal support required. This is a hybrid position located in Boston, MA.

What you will do:

Disclosure/Registration:

* Coordinate the preparation of regulatory filings for assigned mutual funds
* 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 content management system), SAIs, supplements, proxy and information statements, 24f-2s and Part C
* Review various fund disclosure documents, including shareholder reports and N-CENs
* Identify, research and recommend solutions for issues raised in preparing/reviewing disclosure documents
* 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
* Develop a full understanding of the funds assigned and the regulatory framework involved
* Coordinate the compilation of Board and/or Committee materials and review Board and/or Committee
* Draft/edit various documents required by governance actions scheduled or taken, including charter documents, contracts, and procedures
* Identify, research and recommend solutions for issues raised in preparing/reviewing governance documents
* 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

* Support and maintain the overall compliance program
* Provide ad hoc assistance and support to the Chief Compliance Officer and compliance team
* Fidelity Bond or Massachusetts Annual Voluntary Associations filings
* Coordinator for trustee website
* Content Management administration

What you will bring:

* A minimum of two years of mutual fund paralegal/legal administration experience preferred
* Proficiency in legal requirements of mutual fund governance and registration required
* Excellent organizational, analytical, problem-solving and communication skills
* Ability to manage multiple tasks, prioritize effectively, meet deadlines, and deliver high-quality, error-free work in a fast-paced environment
* 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

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.

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

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