Mutual Fund Paralegal Jobs

Paralegal - Pooled Investment Entities... estate funds, debt funds, mutual funds, real estate investment... quarterly and annual filings. Performs other miscellaneous projects and tasks as requested by attorneys and Paralegal/Project Assistant Manager. Performs other... work-related duties, as may be assigned.... read more

Senior Investment Management Paralegal Duties: Participate as a... and correspondence related to mutual funds and/or unit investment... various regulatory and organizational fund documents such as registration... various regulatory and organizational fund documents, including review of... outside clients. Assists with fund launches and mergers and... paralegal... read more

Senior Investment Management Paralegal Duties: Participate as a... and correspondence related to mutual funds and/or unit investment... various regulatory and organizational fund documents such as registration... various regulatory and organizational fund documents, including review of... outside clients. Assists with fund launches and mergers and... paralegal... read more

Senior Investment Management Paralegal Duties: Participate as a... and correspondence related to mutual funds and/or unit investment... various regulatory and organizational fund documents such as registration... various regulatory and organizational fund documents, including review of... outside clients. Assists with fund launches and mergers and... paralegal... read more

Corporate/Fiduciary Paralegal Duties: Review and complete... subscription agreements for investment funds to be held in trusts. Draft loan documents incidental to borrowing of trust assets. Assist with coordination of tax information of complex investments held in trust. Assist partner trustees... read more

Private Funds Paralegal Duties: Support multiple corporate... copies of all governing fund agreements, resolutions, opinions, support... certificates, fund tax forms, securities filings,... closing checklist as new fund related documents and agreements... audit and coordinates with fund attorneys regarding required state...... read more

Investment Services Paralegal Duties : The candidate... and Exchange Commission for mutual funds, private funds, investment... and agency filings for fund and adviser clients. Interact... with clients and other counsel during business transactions. Work effectively with project assistants and other... read more

Paralegal - Investment Services Responsibilities:... and Exchange Commission for mutual funds, private funds, investment... and agency filings for fund and adviser clients. Interact... with clients and other counsel during business transactions. Work effectively with project assistants and other support personnel... read more

administrative support for several mutual fund clients of Fund... Services, a wholly owned... assigned. Daily contact with fund administration team regarding clarification... or exchange of information on service provider agreements, SEC documents, Board agendas, etc. Contact as needed with clients... read more

Mutual Fund Paralegal The candidate... should have experience with proxy statements, prospectuses, filings, resolutions and Board of Directors meetings.... read more