Investment Management Paralegal Specialist
3 days ago
Morgan Lewis, a leading global law firm, is seeking a highly skilled Investment Management Paralegal to join our team in Philadelphia. As a key member of our Investment Management Practice Group, you will play a critical role in supporting our attorneys and clients in preparing Securities and Exchange Commission filings, correspondence, and Board meeting materials.
Responsibilities:- Prepare project timelines and serve as the gatekeeper for ongoing projects, monitoring progress to ensure that attorneys and clients have resolved all outstanding issues and all deadlines are met.
- Assist attorneys in the preparation and distribution of various questionnaires, charts, and disclosure documents, and interact with clients and service providers to obtain required information.
- Coordinate, oversee, and facilitate the filing process, including the electronic filing of documents with the U.S. Securities and Exchange Commission.
- Prepare agendas and resolutions for mutual fund board meetings and initial drafts of minutes of those meetings.
- Compose first drafts of memoranda and other communications for clients and attorneys; proofread various documents.
- Organize and maintain records in an easily understood and accessible manner; prepare and maintain project compliance calendars, charts, and databases.
- Perform research, as needed.
- Bachelor's degree from an accredited four-year college.
- Strong leadership and organizational skills.
- Strong attention to detail.
- Strong communication skills (written and verbal).
- Ability to think critically and see big picture effects.
- Ability to multi-task and shift priorities to meet moving and demanding deadlines.
- Ability to follow up and follow through on tasks and project deadlines.
- Ability to interact effectively and work well in a team environment.
- Ability to be proactive and a self-starter to serve as a go-to person for both internal and external needs.
- Ability to maintain strict confidentiality of client and firm affairs.
- Ability to work overtime.
Morgan Lewis is 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.
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