Senior Paralegal - Financial Services jobs in United States
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Daley And Associates, LLC · 2 hours ago

Senior Paralegal - Financial Services

Daley And Associates, LLC is a highly successful investment management firm in Boston, MA, seeking a Senior Paralegal to support their Legal & Compliance Global Delivery and Enablement team. The role involves drafting, reviewing, and negotiating agreements while contributing to process improvements and developing technology-enabled solutions to enhance contracting efficiency.

BankingConsultingFinancial ServicesHuman ResourcesInsurance
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Growth Opportunities

Responsibilities

Draft, review, and negotiate investment management agreements, amendments, ancillary documents, RFP responses, and non-disclosure agreements
Serve as a primary point of contact for advisory legal teams, business development, and relationship management partners
Collaborate with legal team members to support contracting and documentation efforts
Assist with complex documentation issues and help establish appropriate controls and processes
Support the development and implementation of legal technology solutions, including AI tools and Microsoft Power Platform applications
Contribute to the continuous improvement of legal processes, workflow design, and operational efficiency

Qualification

Paralegal experienceContract negotiationFinancial services experienceLegal technology applicationsProcess improvementRisk awarenessCollaborationWritten communicationVerbal communication

Required

Bachelor's degree in Legal Studies or a related field is required
4 - 5+ years of paralegal or contracting experience
Financial services industry experience required (asset management strongly preferred)
Experience supporting legal or contracting functions within an asset manager, financial institution, or large corporate environment
Familiarity with legal technology applications and process improvement initiatives
Strong business judgment, collaboration, and risk awareness
Excellent written and verbal communication skills with the ability to distill complex concepts clearly
Ability to work both independently and collaboratively in a fast-paced environment

Preferred

Additional language skills are a plus, but not required

Company

Daley And Associates, LLC

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Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.

Funding

Current Stage
Early Stage

Leadership Team

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Christyn Thatcher
CFO/COO
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Hank Phillips
Principal & COO
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Company data provided by crunchbase