Fund Counsel

Jobvite, Inc.; Boston (MA); Hybrid; USD 124,000 - 242,000; Full time

Job summary

Natixis Investment Managers seeks an experienced investment management attorney to support a broad range of legal, regulatory, and governance matters for mutual funds and ETFs from its Boston office. The role blends regulatory filings, product development, and governance with senior stakeholder exposure.

The position is based in Boston with a hybrid work model; in-office days rise to four per week in 2027. The team collaborates across Legal, Compliance, Product, Fund Administration, and

Qualifications

• Bachelor’s Degree; Juris Doctor (J.D.) degree and active bar admission required.
• Minimum of 5 years of experience supporting registered investment companies under the Investment Company Act of 1940 or comparable asset management experience.
• Strong knowledge of mutual fund and ETF regulatory frameworks, SEC disclosure requirements, and fund governance practices.
• Excellent written and verbal communication skills, with the ability to tailor messaging to diverse audiences including senior management and Boards.

Responsibilities

• Lead the preparation and maintenance of regulatory filings for mutual funds and ETFs, including annual registration statement updates and post-effective amendments.
• Manage SEC review processes, including responding to regulatory comments and coordinating updates to disclosure documents.
• Review and advise on a broad range of fund disclosure and regulatory filings (prospectuses, SAIs, shareholder reports, N-14s, N-CSRs, N-CENs, N-PX).
• Draft, review, and negotiate agreements related to product development and ongoing fund support.
• Prepare governance materials and assist in Board and Committee meetings.

Skills

Regulatory knowledge

Investment management

Communication skills

Education

Juris Doctor (J.D.)

Active bar admission

Job description

Natixis Investment Managers is seeking an experienced investment management attorney to join a collaborative legal team supporting a broad range of legal, regulatory, and governance matters for our mutual funds and exchange-traded funds (ETFs). This role provides a unique opportunity to work at the intersection of law, regulation, product development, and fund governance within a global asset management organization.

As Fund Counsel, you will play a key role in advising on SEC registration and disclosure matters, supporting new product initiatives, and providing legal guidance to fund boards and business partners across the organization. You will work closely with colleagues in Legal, Compliance, Product, Fund Administration, Operations, and affiliated investment managers, serving as a trusted advisor on complex regulatory and business matters.

This position offers meaningful exposure to senior stakeholders, evolving industry regulations, and innovative investment products, making it an excellent opportunity for an attorney looking to deepen their expertise and broaden their impact within the asset management industry.

This position is based in our Boston office and follows a hybrid work model. Team members currently work in the office a minimum of three days per week, with an anticipated transition to four in-office days per week beginning in 2027. We value the flexibility of hybrid work while recognizing the benefits of in-person collaboration, relationship building, mentorship, and team engagement.

What you will do:

SEC Disclosure & Regulatory Support

• Lead the preparation and maintenance of regulatory filings for mutual funds and ETFs, including annual registration statement updates and post-effective amendments.
• Manage SEC review processes, including responding to regulatory comments and coordinating updates to disclosure documents.
• Review and advise on a broad range of fund disclosure and regulatory filings, including prospectuses, Statements of Additional Information (SAIs), shareholder reports, proxy and information statements, N-14s, N-CSRs, N-CENs, N-PX filings, and related materials.
• Conduct legal research and analysis regarding disclosure obligations and regulatory developments affecting registered investment companies.
• Monitor and interpret new regulations and industry developments, providing practical guidance to business stakeholders and legal colleagues.

Product Development & Strategic Initiatives

• Serve as Legal's representative on new product launch teams and key business initiatives.
• Partner with internal and external stakeholders to support the efficient launch of new investment products.
• Provide legal guidance on contractual, regulatory, and operational matters related to product development and ongoing fund support.
• Draft, review, and negotiate agreements while assisting clients with legal research and regulatory interpretation.
• Contribute to special projects and strategic initiatives across the asset management platform.

Fund Governance & Corporate Secretarial Support

• Draft and review board materials, memoranda, resolutions, and other governance documentation for Board and Committee meetings.
• Prepare, review, and negotiate fund-related agreements, including advisory, sub-advisory, distribution, transfer agency, custodian, shareholder servicing, and Rule 12b-1 arrangements.
• Draft and update governance documents, procedures, charter documents, and related materials supporting Board actions.
• Prepare Board and Committee meeting minutes and assist in maintaining governance records.
• Research governance‑related legal and regulatory matters and provide practical recommendations.
• Present legal and regulatory matters to Boards of Trustees and Board Committees, as appropriate.

What you will bring:

• Bachelor’s Degree; Juris Doctor (J.D.) degree and active bar admission required.
• Minimum of 5 years of experience supporting registered investment companies under the Investment Company Act of 1940 or comparable asset management experience.
• Strong knowledge of mutual fund and ETF regulatory frameworks, SEC disclosure requirements, and fund governance practices.
• Exceptional analytical and problem‑solving abilities, with the judgment to navigate complex legal and business issues across a variety of subject matters.
• Highly organized and self‑directed, with the ability to manage multiple priorities and deadlines in a fast‑paced environment.
• Proven ability to build relationships, collaborate effectively, and influence stakeholders across legal, compliance, operational, and business functions.
• Excellent written and verbal communication skills, with the ability to tailor messaging to diverse audiences, including senior management and Board members.

Who we are:

We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.

#NatixisIMCulture

In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $123,600 - $242,050. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job‑related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.

Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.

*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.