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Natixis Investment Managers · 1 month ago

Sr. Paralegal – Mutual Funds

Boston, Massachusetts

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $120K/yr

5+ years exp

Natixis Investment Managers is dedicated to fostering a culture of collaboration, diversity, and inclusion. The Sr. Paralegal – Mutual Funds is responsible for providing legal administrative services, including regulatory filings and corporate governance matters for mutual funds. This role requires a full understanding of the regulatory framework and involves drafting, reviewing, and coordinating various legal documents and compliance materials.

Asset ManagementFinancial ServicesImpact Investing

Responsibilities

Coordinate the preparation of regulatory filings for mutual funds assigned

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 Builder web-based program), SAIs, supplements, proxy and information statements, 24f-2s and Part C

Review various disclosure documents required for assigned funds, including shareholder reports and N-CENs

Identify, research and recommend solutions for issues raised in preparing/reviewing disclosure documents including comments from reviewers

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

Coordinate the preparation of various memoranda and other documents relating to mutual fund corporate governance matters assigned

Develop a full understanding of the funds assigned and the regulatory framework involved

Coordinate the compilation of Board and/or Committee materials

Draft/edit various documents required by governance actions scheduled or taken, including charter documents, contracts, and procedures

Review Board and/or Committee materials prepared by others

Identify, research and recommend solutions for issues raised in preparing/reviewing governance documents including comments from reviewers

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, which may include one or more of the following:

Fidelity Bond or Massachusetts Annual Voluntary Associations filings

Coordinator for trustee website

Content Management library administrator

Qualification

Mutual fund governanceRegulatory filingsLegal research toolsProject managementMicrosoft Office proficiencyLegal administration experienceCommunication skillsOrganizational skillsProblem-solving skills

Required

5+ years of mutual fund paralegal/legal administration experience preferred

Proficiency in legal requirements of mutual fund governance and registration required

Excellent organizational, problem-solving and communication skills

Proficiency with Microsoft Office products and legal research tools

Project management skills

Associates or Bachelors Degree or comparable business experience

Benefits

Comprehensive medical, dental and vision insurance

Paid time off

401k plan

Tuition reimbursement

Student loan repayment program

Wellness benefits

Volunteer programs

Company

Natixis Investment Managers

Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers.

Founded in 1984

Paris, Ile-de-France, FRA

201-500 employees