Paralegal Specialist in Investment Management

3 weeks ago


Philadelphia, Pennsylvania, United States Morgan Lewis Full time

We are seeking an entry-level Paralegal to join our Investment Management Practice Group at Morgan, Lewis & Bockius LLP. In this role, you will work closely with attorneys, clients, and other team members to prepare complex documents, manage projects, and ensure compliance with regulatory requirements.

Job Summary

This position offers a competitive salary and opportunities for growth and development within our dynamic and collaborative team.

Responsibilities
  • Collaborate with attorneys to prepare SEC filings, correspondence, and Board meeting materials, adhering to strict deadlines and regulatory requirements.
  • Coordinate project timelines, monitor progress, and ensure timely completion of tasks.
  • Prepare and distribute questionnaires, charts, and disclosure documents, interacting with clients and service providers to obtain necessary information.
  • Organize and maintain accurate records, prepare agendas and resolutions for mutual fund board meetings, and draft initial minutes of those meetings.
Requirements
  • Bachelor's degree from an accredited four-year college or university.
  • Excellent organizational, communication, and problem-solving skills, with attention to detail and ability to work independently.
  • Proficiency in relevant software applications, such as Microsoft Office, and ability to learn new technologies quickly.
  • Strong analytical and critical thinking skills, with ability to apply knowledge of federal securities laws and legal concepts to daily tasks.

**Compensation Package**

The estimated annual salary for this position is $80,000 - $120,000, depending on experience and qualifications.



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