Investment Management Paralegal

Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire an entry level Paralegal in the Investment Management Practice Group. The Investment Management Paralegal will be responsible for working with attorneys, clients, accountants and other team members to prepare Securities and Exchange Commission filings, correspondence and Board meeting materials, in compliance with federal securities regulations.

Morgan Lewis recognizes the benefits of supporting flexible working arrangements. This position can reside in either of the following offices: Philadelphia or Washington D.C.; with a hybrid in-office/remote working schedule. Flexibility with overtime is required.

Responsibilities

• Performs a variety of basic and increasingly complex paralegal assignments under the supervision of attorneys and with the guidance of supervisory or experienced paralegals

• Prepares project timelines and serves as the "gatekeeper" for ongoing projects, monitoring progress to ensure that projects remain on track and maintaining organized project files

• Serves as the primary contact for financial printers and filing agents and liaises, 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, such as mutual fund prospectuses and Statements of Additional Information (and supplements thereto), Part Cs, and proxy materials

• 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

• Prepares and maintains compliance calendars for ongoing and anticipated projects, including anticipated regulatory filings and annual board approval items

• Composes first drafts of memoranda and other communications for clients and attorneys

• Prepares minutes for client boards of trustees and directors meetings

• 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

• Performs research of federal and state securities laws and other practice related matters

• Demonstrates good judgment 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 product in a thoughtful and effective manner

• Learns and applies solid computer skills and becomes proficient with practice-specific technologies and databases (e.g., Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system, Investment Adviser Registration Depository (IARD), Intellegize, CCH online) and becomes increasingly proficient with such technologies and databases

• Performs other duties as assigned

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.

**A cover letter describing how your values, goals and experience align with the position at Morgan Lewis is expected.

Benefits / Why Join Us

Morgan Lewis offers attractive benefits and competitive salaries. Our compensation structure rewards exceptional performance and recognizes the talent and experience that our people gain with each year of service. We are committed to offering the best and most comprehensive benefits including:

• Medical coverage, with a variety of plans

• Health care and dependent care reimbursement accounts

• Domestic partner coverage

• Parental leave

• Vacation and holiday leave

• Life and accident insurance

• Income protection, including sick leave, salary continuation, and long term disability.

Qualified candidates must apply online by visiting our website at www.morganlewis.com and selecting "Careers."

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For positions in Washington DC., the salary range for this job posting is: $62,000.00 - $99,200.00

The base salary or hourly wage range for this position will be determined during the interview process and will vary based on multiple factors, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additionally, salary or hourly wages may be only part of the total compensation package. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an "at-will position" and the firm reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, firm or individual department/team performance, and market factors.

Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value inclusion 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 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 888.534.5003 or talent.acquisition@morganlewis.com

If hired, your employment relationship with the firm will be on an "at-will" basis, meaning that the firm may modify the terms and conditions of your employment at any time, and that either you or the firm will be free to end the relationship at any time with or without cause and with or without advance notice, although reasonable notice would be expected.