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A global investment excellence organization is seeking an experienced paralegal to manage trademark and copyright applications, maintain IP records, and ensure proper usage of brand resources. The ideal candidate will have a paralegal certificate and 5 years of relevant experience. This position offers a flexible remote work setup and a salary range of $70,000-$80,000 annually.
Prepare and file trademark and copyright applications, assignments, renewals, and maintenance filings under attorney supervision.
Maintain accurate records of our global IP portfolio, including docketing deadlines, filing dates, and registration status.
Conduct preliminary trademark searches and summarize findings to support clearance and risk assessments.
Monitor internal and external use of CFA Institute’s trademarks and copyrighted materials to ensure proper usage and identify potential misuse.
Coordinate with marketing, product, and business teams to align materials with IP protection goals.
Support outside counsel in litigation and enforcement actions by providing documentation and historical use data.
Draft and revise basic IP-related agreements using pre-approved language.
Escalate potential infringement or legal risks to in-house counsel.
Perform basic legal research related to IP laws and enforcement trends.
Assist in optimizing IP management systems and support ad hoc legal projects.
Paralegal Certificate from an ABA-accredited program.
5 years of demonstrated experience in trademark and copyright procedures, including familiarity with USPTO, WIPO, EUIPO, and other national IP offices.
Strong understanding of IP asset tracking, recordkeeping, and renewal management.
Excellent organizational and project management skills.
High attention to detail and accuracy.
Sound judgment and discretion in handling confidential matters.
Effective communication skills with both legal and non-legal stakeholders.
Be part of a globally respected organization committed to ethical standards and professional excellence.
Work in a collaborative, inclusive, and mission-driven environment.
Enjoy a flexible remote work setup with opportunities for professional growth.
Make a real impact by helping protect the intellectual property that supports our global mission.
At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position:
Expected salary range: $70,000-80,000 per year.
All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) plan, and a comprehensive medical benefits package.
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CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:
Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs
If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.
Be part of a team committed to putting investors first and growing economies. Follow us on LinkedIn and X.
Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. Only those selected for further consideration will be contacted.
We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to humanresources@cfainstitute.org noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.
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