Yoh, A Day & Zimmermann Company · 16 hours ago
Senior Paralegal – Investment Management Contracts- Hyrbid- Boston or NYC
Yoh, A Day & Zimmermann Company is seeking a Senior Paralegal specializing in Investment Management Contracts. The role involves assisting with contracting and documentation, drafting and negotiating agreements, and collaborating with the Advisory Legal team and business development professionals.
Responsibilities
Primarily assist with contracting and documentation for support of Client Platform including drafting, reviewing and negotiating investment management agreements, amendments, ancillary documentation, RFPs and non-disclosure agreements
Serve as the primary point of contact for the Advisory Legal team and business development and relationship management professionals
Collaborate with other members of the Legal team as necessary in connection with contracting work
Assisting with complex issues arising on documentation and helping to establish controls and processes where required
Support the development and implementation of technology solutions in relation to the contracting process, including AI and Microsoft Suite Power Apps
Contribute to the development and improvement of legal processes, design and efficiency
Qualification
Required
4 days/week onsite required
Financial Services Industry exp. required
Contract Negotiation exp. required
Bachelor's degree required, ideally in Legal Studies, Paralegal Studies, Business, Finance, or a related field, with experience supporting legal or contracting functions in financial services
Experience in a legal or contracting function at an asset manager, financial institution or large corporate and experience in technology applications
Good business judgement, and strong collaboration skills
Pragmatic and risk aware approach to contracting and co-ordination and collaboration within the Legal team and wider business
Proven written and verbal communication skills, including the ability to effectively distill and communicate complex issues in a dynamic environment
The character and ability to work independently and collaboratively in a team environment
Preferred
NDA/RFP exposure preferred
Interest in the implementation of legal technology and process design and improvement
Language skills would be an asset, but not a requirement
Benefits
Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
Health Savings Account (HSA) (for employees working 20+ hours per week)
Life & Disability Insurance (for employees working 20+ hours per week)
MetLife Voluntary Benefits
Employee Assistance Program (EAP)
401K Retirement Savings Plan
Direct Deposit & weekly epayroll
Referral Bonus Programs
Certification and training opportunities
Company
Yoh, A Day & Zimmermann Company
At Yoh, we focus on helping you precisely navigate and fulfill your talent demands.
H1B Sponsorship
Yoh, A Day & Zimmermann Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (57)
2024 (28)
2023 (27)
2022 (25)
2021 (28)
2020 (27)
Funding
Current Stage
Late StageLeadership Team
Recent News
Philadelphia Business Journal
2025-01-11
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