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Job summary
An asset management company is seeking an experienced paralegal for a hybrid position based in Denver, also open to applicants in Chicago or Boston. The ideal candidate has 2-3 years of relevant experience, particularly in the mutual fund or financial services industry. Responsibilities include reviewing and negotiating various investment management and institutional contracts. A paralegal certification and advanced skills in Microsoft Word and Excel are essential. This role offers growth opportunities in a diverse environment.
Qualifications
2-3 years of experience as a paralegal, preferably in the financial services industry.
Strong knowledge of contract review and negotiation processes.
Ability to organize and manage contract records effectively.
Responsibilities
Provide legal support in reviewing and negotiating investment management agreements.
Manage the lifecycle of intermediary mutual fund distribution contracts.
Prepare and review a variety of mutual fund and alternative fund distribution agreements.
Assist with SMA relationship and contract management.
Skills
Experience in the mutual fund or broader financial services industry
Direct experience with contract review and negotiation
Previous experience working as a paralegal
Advanced computer skills, including strong proficiency in Microsoft Word and Excel
Education
Paralegal certification
Job description
An asset management company is seeking an experienced paralegal for a hybrid position based in Denver, also open to applicants in Chicago or Boston. The ideal candidate has 2-3 years of relevant experience, particularly in the mutual fund or financial services industry. Responsibilities include reviewing and negotiating various investment management and institutional contracts. A paralegal certification and advanced skills in Microsoft Word and Excel are essential. This role offers growth opportunities in a diverse environment.