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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Legal Staff
Finance - Banking
Min 3 yrs required
Legal - Documentation Specialist II The candidate provides exposure to all aspects of the company Funds business and to the investment management legal groups. Will be responsible for the independent preparation and review of various legal agreements for the company Funds. In particular, will draft and advise on mutual fund offering documentation. This will include both the creation of new funds and the maintenance of existing funds. Should have experience preparing mutual fund prospectuses, summary prospectuses, and statements of additional information. Experience working independently with financial printers and familiarity with the SEC filing process are important. Must have 3+ years paralegal experience with mutual funds, registration and SEC filing process. Experience with annual report reviews a plus. Experience with other mutual fund related matters such as review of annual and semi-annual reports is a plus. Should have good interpersonal skills in order to participate in business committees and work with personnel from all areas of the business supporting the company Funds including, product strategy and development, treasury, marketing, risk, compliance and portfolio management. Strong writing and organizational skills are also critical.
ReF: 170025860
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