
Paralegal (Institutional/Investments)
- Jersey City, NJ
- $90,000-100,000 per year
- Permanent
- Full-time
- Assist with reviewing, updating, and tracking various types of agreements, including confidentiality agreements, investor representation letters, trading agreements, and other corporate agreements
- Respond quickly and positively to shifting demands and opportunities, with the ability to work under tight deadlines and handle multiple detailed tasks
- Assist with filing, proofreading, drafting, and coordinating signatures as needed
- Contribute to tasks and team projects autonomously
- Regularly support inquiries and requests from business units, including interfacing with Legal, Risk, Compliance, Tax, Operations, Client Relations and Product Strategy
- Prepare and coordinate various regulatory filings through systems such as EDGAR, NASAA EFD, and IARD
- Coordinate responses to Know Your Customer, Anti-Money Laundering, and other due diligence requests
- Perform legal research, analysis, and assist with ad hoc special projects
- Work with various departments to maintain the work-flow processing of outside counsel/vendor bills
- Perform other duties as assigned
- 4+ years’ experience
- Corporate governance and financial services experience
- Strong interpersonal and communication skills
- High attention to detail
- Strong time management skills, sound judgment and analysis, respect for confidentiality and organization
- The qualities of a self-starter with excellent problem-anticipation and -solving skills
- Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
- Intellectual curiosity and a willingness to research, ask questions, and develop a deep understanding of new topic areas
- Ability to manage competing priorities
- Proficiency with Microsoft Suite, including Teams, Microsoft Word, Excel, PowerPoint, Outlook, and Adobe Acrobat
- Notary public preferred
- Bachelor’s Degree required
- Principles-Based - We empower our leaders to create an environment of trust.
- Performance-Oriented - We inspire our people to embody our values, excellence, responsibility, transparency & collaboration.
- Purpose-Driven - We instill a passion for always putting our clients' interests first.