Investment Funds Paralegal Jobs in Massachusetts

Senior Legal Support Representative Duties: Provide administrative and paralegal support to legal analysts and attorneys within legal administration. Prepare timelines and request matrices for board and committee book production and regulatory ..

Corporate Transactions Paralegal The candidate would assist our in-house counsel, sales, contracts, credit and accounting teams and in many instances would work directly with our customers and their counsel to successfully ..

Senior Paralegal The candidate provides administration, legal, and regulatory services to third-party mutual fund and adviser clients. Serves as a primary legal contact for designated clients and a diplomat for company. ..

Financial Advisor, Service Assistant The candidate will explain the role and responsibilities of a personal financial advisor and the services provided to clients. Gather financial information from clients if not already ..

... internal and external counsel on investment-related litigation matters and prepare summaries ... materials relating to firm's private funds Coordinate with various internal departments ... Professional experience in a fast-paced..

Investment Coordinator The candidate processes capital calls and distributions in timely manner. Supports month-end close process by preparing account reconciliations and analyses; identifies, researches and resolves reconciling items as needed. Prepares ..

Manager, Market Development The candidate will be developing and executing marketing and business development programs for the Asset Management and Investment Funds (AMIF) practice areas and will serve as the Practice ..

... with peer firms. Supports the Investment Fund program in close partnership ... in close partnership with the investment committee and the Partner/Of Counsel ... the Partner/Of Counsel managing the..

Closing Support Specialist Responsibilities: Reconcile and interpret loan documentation (term sheet/credit memo/commitment letter/credit approval) and communication from internal and external sources for purposes of ensuring data integrity throughout lifecycle of the ..

Private Investment Performance and Reporting Specialist The ... as needed. Oversee the Private investment process. This will entail defining ... process. Work closely with Choate Investment Advisors to manage our..

Loan Specialist II The candidate will be responsible for: Manages a loan pipeline from origination through to settlement and funding in accordance with Bank policies and procedures. Provides documentation and Bank ..

Legal Specialist The candidate will help support an over $40 billion proprietary mutual fund complex, work on other SEC registered products, and interact with outside mutual fund board members as well ..

Legal Analyst Responsibilities: Provide review and drafting support for fund disclosure and reporting documents, working with an assigned attorney and in a document production tool, for mutual fund and ETF SEC ..

Corporate Transactions Paralegal Duties: Verify potential customers’ corporate status. Perform judgment and lien searches on customers. Perform property owner and encumbrance searches. Perform personal credit reports. Perform web research on customers ..

Senior Paralegal - Asset Management & Investment Funds The candidate will do new ... formations and winding down of funds, including drafting of entity formation ... documents and information related..

Senior Legal Support Representative The candidate will provide administrative and paralegal support to legal analysts and attorneys within legal administration. Prepare timelines and request matrices for board and committee book production ..

Senior Paralegal The candidate will serve all ... regulatory filings required under the Investment Company Act, Investment Advisers Act, Securities Act of ... regulatory documents for various mutual funds, exchange-traded..

Senior Legal Analyst Responsibilities: Provide review and drafting support for fund disclosure and reporting documents, working with an assigned attorney and in a document production tool, for mutual fund and ETF ..

Chief Investment Officer The candidate will report ... and directly supervises the firm Investment Team including the Senior Director ... and manage a team of investment professionals. Design and direct..

Mutual Funds Legal Specialist Duties: Perform a variety of basic and increasingly complex work for SEC-registered mutual funds under the general guidance of an attorney. Assist attorneys in the preparation of ..

Senior Paralegal (AMIF) Duties: Examines, organizes, analyzes, and summarizes information relating to particular questions and organizes the communication into a logical and usable work product. Utilizes the firm’s software and technology, ..

Private Investment Performance and Reporting Analyst The ... responsible for overseeing the Private investment process. Define workflow, create and ... as needed. Oversee the Private investment process. Work closely with..

Document Administrator II The candidate will prepare/review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on routine to more ..