Job Title:
Job Code:
Job Category:
Job Type:
Job Location:
Boston - MA
Date Posted:
Mar 6 2023
Expires On:
Mar 6 2023
  • Assist in reviewing commercial contracts and nondisclosure agreements
  • Draft corporate resolutions; prepare and maintain corporate governance materials covering various jurisdictions
  • Respond to AML and KYC requests; maintain and update appropriate documentation; onboard trading counterparties
  • Assist with copyright and trademark matters
  • Coordinate with internal and external counsel on investment-related litigation matters and prepare summaries of same
  • Assist in annual insurance renewal process; organize and maintain up-to-date and accurate insurance records
  • Support the administration of various regulatory matters
  • Assist with updating documents and materials relating to firm's private funds
  • Coordinate with various internal departments on contractual and other administrative questions
  • Assume additional responsibilities as requested
  • Undergraduate degree
  • Professional experience in a fast-paced paralegal role; a minimum of two to five years of paralegal experience preferred, preferably at an investment advisor or law firm
  • Strong organizational, analytical and administrative skills, attention to detail and ability to meet strict deadlines
  • Must be able to communicate effectively and professionally (both written and verbal)
  • Ability to work independently while at the same time work effectively in a collaborative structure with personnel throughout every level of the company
  • Proficient in MS Office applications, including PowerPoint and Excel
  • Ability to handle confidential information
  • Thrive in a fast-paced, deadline-oriented environment; self-motivated
  • Enthusiastic, client-service-oriented personality
  • Will be required to become a notary public
  • Must have availability for overtime
Required Years of Experience:
Additional Info:
For more information contact Chris
Salary Range:


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