Senior Paralegal
- Nashville, TN
- Permanent
- Full-time
- Assist attorneys with the preparation and update of fund registration statements including Part Cs, and supplements to prospectuses.
- Assist attorneys in the preparation of documentation related to the organization, reorganization, modification, and liquidation of funds.
- Assist with uploading and managing Board materials to Diligent and performing other duties relevant to Board materials.
- Coordinate, compile, organize and review agendas, resolutions, and materials for Board of Directors and Committee meetings; assemble and obtain applicable reports for Board Books.
- Assist in the preparation and execution of fund contracts.
- Review various disclosure documents required for assigned funds, including shareholder reports and N-CENS.
- Maintain internal document repositories--organize and maintain fund records for assigned funds, including electronic document and file management.
- Maintain up-to-date listing of officers and portfolio managers for our funds in databases.
- Develop and maintain “tickler” files and calendars for assigned funds to coordinate workflow and assure adherence to project timelines, due dates and regulatory deadlines.
- Manage the legal invoice billing process for the group.
- Assist with certain administrative tasks for the team including scheduling meetings, arranging travel, providing phone coverage and drafting routine correspondence.
- College degree.
- Minimum of five years’ experience as a paralegal or legal assistant in an in-house legal department of a financial services company, or comparable law firm experience.
- Proficiency with Microsoft Office Suite (including Excel) and the ability to learn new databases/programs quickly. Knowledge of Diligent Boards software a plus.
- Experience working with open-end, closed-end, and exchange-traded funds a plus.
- We are interested in candidates that pay careful attention to details, are organized and flexible with a strong ability to multi-task and work under pressure in a fast paced people-oriented environment. Candidate should be a self-starter and must be comfortable working independently and collaborating as part of a team.