Paralegal

Hydrogen Group; Boston (MA); Hybrid; USD 45,000 - 55,000; Full time

Job summary

A leading asset management company is seeking an experienced Paralegal to join their team in Boston, Denver, or Chicago. The ideal candidate will have 2-3 years of experience in the financial services industry and a paralegal certification. Responsibilities include managing investment agreements and providing legal support for contract review. This hybrid position requires excellent organizational skills and proficiency in Microsoft Word and Excel, offering significant opportunity for growth.

Qualifications

• 2-3 years of experience as a paralegal in the financial services industry.
• Strong skills in contract review and negotiation.
• Proficient in Microsoft Office applications.

Responsibilities

• Provide legal support for investment management agreements.
• Manage lifecycle of mutual fund distribution contracts.
• Assist with contract management and maintain records.

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

Education

Paralegal certification

Tools

Microsoft Word

Microsoft Excel

Job description

Paralegal – Locations: Denver, Chicago, or Boston

An asset management company is looking to add an experienced paralegal with 2-3 years of experience to their team, preferably in their Denver office but can also sit in their Chicago or Boston location. This position is hybrid, in office 3 days a week.

Key Responsibilities:

• Provide legal support in reviewing and negotiating investment management agreements and other institutional contracts.
• Manage the full lifecycle of intermediary mutual fund distribution contracts, including drafting updates, revisions, and terminations.
• Prepare, review, and assist with a variety of US mutual funds and alternative fund distribution agreements, including:
• third‑party intermediary agreements
• NSCC contracts
• institutional client agreements
• agreements for separately managed accounts (SMAs)
• Assist with SMA relationship and contract management and maintain and organize contract records within a contract management system.
• Support business development and sales teams by reviewing RFPs and due diligence questionnaires.
• Coordinate contract execution with internal and external stakeholders as well as information requests and document production for internal audits, regulatory inquiries, or other research needs.

Must‑Have Skills & Qualifications:

• Experience in the mutual fund or broader financial services industry (strongly preferred)
• Direct experience with contract review and negotiation
• Previous experience working as a paralegal
• Paralegal certification required
• Advanced computer skills, including strong proficiency in Microsoft Word and Excel

This is an opportunity to join a diverse team with a great opportunity for growth. If interested, please apply with your resume in word format.