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Manager of Investment Company Services
3 months ago
This position will reside in the Philadelphia office with a hybrid in-office/remote working schedule.
Responsibilities:
Practice Group Subject-Matter Specific Responsibilities
With and under the supervision of the Director of Investment Company Services:
- Trains and mentors paralegals in the practices of securities regulation including the Investment Company Act of 1940, Securities Act of 1933 and Investment Advisers Act of 1940.
- Serves as a first source for paralegal and attorney inquiries, including issues regarding mutual fund filings.
- Prepares and reviews prospectuses, summary prospectuses, statements of additional information, Part Cs and other mutual fund disclosure documents, including supplements to prospectuses and statements of additional information, and proxy materials.
- Prepares and liaises with financial printers to timely and successfully file Investment Company Act of 1940 and Securities Act of 1933 registration statements with the U.S. Securities and Exchange Commission, including registration statements on Forms N-1A, N-2, N-4, N-6 and N-14.
- Prepares agendas and materials for client board of trustees' meetings.
- Prepares and helps to facilitate annual trustee and officer questionnaire process.
- Prepares and helps to facilitate annual investment advisory agreement (15(c)) renewal process for clients.
- Performs a variety of basic and complex paralegal work.
- Researches federal and state securities laws.
The incumbent of this job directly supervises at least two non-supervisory employees. He/she carries out supervisory responsibilities in accordance with the Firm's policies, procedures, and applicable laws. With and under the supervision of the Director of Investment Company Services:
- Interviews and assists with hiring paralegals to support attorneys in the Investment Management Practice Group (and sub-practice groups thereof).
- Trains and mentors junior paralegals in the practices of securities regulation including the Investment Company Act of 1940, Securities Act of 1933 and Investment Advisers Act of 1940 and reviews the work of junior paralegals.
- Supervises a team of paralegals, including assigning paralegals to client teams, monitoring paralegal workflow, utilization and billing levels and facilitating training and standard practices to support attorneys within the Investment Management Practice Group (and sub-practice groups thereof).
- Monitors new and ongoing projects to ensure that projects are staffed accordingly, organized and project goals and deadlines are met.
- Leads by example; establishes clear expectations; sets direction and priorities; ensures that work levels are balanced among all staff; resolves internal staff issues in a timely manner; keeps staff informed of all appropriate information; builds effective team; delegates at appropriate level.
- Performs other duties as assigned.
- Bachelor's degree from a four-year accredited college or university and minimum of 3 to 5 years of managerial/supervisory experience, preferably in a law firm or corporate law department.
- Experience in the securities field, including experience in matters regarding registered funds.
- Proficiency in the MS Office Suite (Word, Excel & PowerPoint).
- Strong verbal and written communication skills. Ability to analyze complex, technical, professional, legal documents, government regulations, financial reports, respond effectively to sensitive inquiries or complaints from clients and regulatory agencies, and effectively present information on complex or controversial topics to senior management or clients.
Qualified candidates must apply online by visiting our website at www.morganlewis.com and selecting "Careers."
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Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.
Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.
California Applicants: Pursuant to the California Consumer Privacy Act, the following link contains the Firm's California Consumer Privacy Act Privacy Notice for Candidates which explains the categories of personal information that we collect and the purposes for which we use such personal information. CCPA Privacy Notice for Candidates
Morgan Lewis & Bockius LLP is also an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
If you are interested in applying for employment with Morgan Lewis and need special assistance or an accommodation to use our website or to apply for a position, please call or email the following contacts:
Morgan, Lewis & Bockius, LLP reasonably accommodates applicants and employees who need them to perform the essential functions of the job because of disability, religious belief, or other reason protected by applicable law. If you believe you need a reasonable accommodation during the application process, please contact Talent Acquisition at [redacted].
