Senior Paralegal

Major, Lindsey & Africa’s Interim Legal Talent group has an immediate need for a Senior Paralegal.
Overview:  MLA is seeking a temp-to-perm Senior Paralegal to provide critical support to a fast-paced Investment Management Legal Department, with a focus on Investment Company Act–related matters. This role is responsible for coordinating SEC filings (including Forms N-1A, N-2, N-CSR, and N-PORT), supporting fund governance, and maintaining corporate records for registered investment vehicles. The Senior Paralegal also assists with fund-related agreements, including distribution and ISDA documentation, and serves as a key liaison between internal stakeholders and external service providers. The ideal candidate is a highly organized, detail-oriented, and proactive self-starter who can effectively manage multiple priorities in a dynamic environment.
Company:  Diversified global investment firm
Experience:  8+ years of experience as a paralegal in a financial institution
Location:  On-site – Chicago, Naperville, New York, San Francisco, Coral Gables  

Responsibilities Include:

• Draft and file SEC regulatory filings, including registration statements on Forms N-1A and N-2, and provide legal support for periodic filings, including Forms N-CSR and N-PORT
• Coordinate Board of Trustees meetings, including drafting meeting agendas, materials, resolutions, and minutes, and liaise with members of the Board regarding meetings and follow-up matters
• Coordinate closed-end fund shareholder meetings, including working with the proxy solicitation firm and transfer agent and coordinating other meeting-related requirements
• Maintain and organize minute books and corporate records for all Investment Company Act–registered pooled investment vehicles, ensuring accuracy and regulatory compliance
• Assist attorneys in the drafting, review, and administration of fund-related agreements, including distribution, servicing, and other vendor contracts
• Serve as a liaison between the Legal Department and other departments and outside service providers and legal counsel
• Assist in reviewing ISDA agreements and other derivatives-related agreements
• Review and complete Request for Proposal (RFPs) and Due Diligence Questionnaire (DDQs)
• Support in-house counsel on special projects, including corporate, investment adviser, private fund, global fund, real estate, regulatory and internal audits, closing binders, due diligence materials, insurance, etc.
• Provide administrative support functions related to the paralegal function, including but not limited to, editing/revising documents, filings, scheduling meetings, etc.
• Handle confidential and sensitive information including contracts, offerings, litigation, meeting notes with the utmost discretion
• Conduct legal research on a variety of topics

• Bachelor’s degree required and Paralegal Certificate from an ABA- accredited program
• At least 8 years of corporate paralegal experience, including in a financial services organization managing matters related to Investment Company Act 1940, board governance and regulatory filings
• Experience with financial printer content management systems used to prepare fund registration statements
• Comprehensive computer skills in Microsoft Word, Excel, PowerPoint, and Outlook
• Familiarity with Diligent board book software
• Familiarity with Claude would be a plus
• Must have excellent research and drafting skills
• Must have exceptional attention to detail and tremendous organizational skills.
• Strong oral and written communication skills

Information regarding benefits can be found on MLA’s Website on the Consultant Resources Page:  https://www.mlaglobal.com/en/consultant-resources 

All interested and qualified candidates should apply directly with Major, Lindsey & Africa for review and consideration.
Major, Lindsey & Africa does not discriminate against applications on the basis of age, sex, race or any other protected characteristics pursuant to applicable state or federal laws.
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Pay Rate: $62/hour
Bullhorn Job ID:  253097