Morgan Lewis is recognized for exceptional client service, legal innovation, and commitment to its communities. Our global depth reaches across North America, Asia, Europe, and the Middle East with the collaboration of more than 2,200 lawyers and specialists who provide elite legal services across industry sectors for multinational corporations to startups around the world. Under the supervision of attorneys and management, the paralegal will work as an integral part of various client teams to perform a variety of basic and increasingly complex tasks within the firm’s Investment Management and Broker-Dealer practice areas.
This position may reside in our Boston or Washington DC office with a hybrid in-office/remote working schedule.
Responsibilities
- Performs a variety of basic and increasingly complex paralegal work under the supervision of attorneys and with the guidance of supervisory or experienced paralegals.
- Prepares project timelines and serves as the “gate keeper” for ongoing projects, monitoring progress to ensure that projects remain on track and maintaining organized project files.
- Assists attorneys in the preparation of various disclosure documents, such as mutual fund prospectuses and Statements of Additional Information (and supplements thereto), Part Cs, and proxy materials, and coordinates, oversees and facilitates the filing process to file electronic filings with the U.S. Securities and Exchange Commission through its EDGAR database.
- Assists attorneys in the preparation of various disclosure documents related to the registration of investment advisers and broker-dealers, such as Form ADVs and Uniform Applications for Broker-Dealer Registration (Form BD), and coordinates and assists with the filing process to file with the U.S. Securities and Exchange Commission and Financial Industry Regulatory Authority, as applicable.
- Interacts with clients and working team members to distribute draft documents for review and to coordinate receipt and reconciliation of client comments on distributions.
- Prepares agendas and materials for client boards of trustees’ and directors’ meetings.
- Takes and prepares minutes for client boards of trustees’ and directors’ meetings.
- Composes first drafts of memoranda and other communications for clients and attorneys.
- Proofreads various documents.
- Organizes and maintains client records and files, including ERooms and other web-based client sites, and makes client documents and files easily accessible for attorneys and working groups.
- Prepares and maintains compliance calendars for ongoing and anticipated projects, including anticipated regulatory filings and annual board approval items.
- Performs research of federal and state securities laws.
- Demonstrates good judgment, common sense, and ingenuity to apply knowledge to assess alternatives and to identify and recommend solutions.
- Gains solid experience with common processes, best practices, and frequently used methods and systems.
- Over time, acquires and grows knowledge of the federal securities laws and legal concepts and terminology and demonstrates the ability to apply such knowledge to daily tasks to contribute to work products in a thoughtful and effective manner.
- Applies solid computer skills and becomes proficient with practice-specific technologies.
Experience/Qualifications
- Bachelor’s degree from an accredited four-year college.
- Strong leadership and organizational skills.
- Strong attention to detail.
- Strong communication skills (written and verbal).
- Ability to think critically and see “big picture” effects.
- Ability to multi-task and shift priorities to meet moving and demanding deadlines.
- Ability to follow up and follow through on tasks and project deadlines.
- Ability to interact effectively and work well in a team environment.
- Ability to be proactive and a self-starter to serve as a “go to” person for both internal and external needs.
- Ability to maintain strict confidentiality of client and firm affairs.
- Ability to work overtime.
Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.
Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.
California Applicants: Pursuant to the California Consumer Privacy Act, the following link contains the Firm's California Consumer Privacy Act Privacy Notice for Candidates which explains the categories of personal information that we collect and the purposes for which we use such personal information.
CCPA
Privacy Notice for Candidates
Morgan Lewis & Bockius LLP is also an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
If you are interested in applying for employment with Morgan Lewis and need special assistance or an accommodation to use our website or to apply for a position, please call or email the following contacts:
Morgan, Lewis & Bockius, LLP reasonably accommodates applicants and employees who need them to perform the essential functions of the job because of disability, religious belief, or other reason protected by applicable law. If you believe you need a reasonable accommodation during the application process, please contact Talent Acquisition at talent.acquisition@morganlewis.com.