Senior Paralegal

 

Position:                              Paralegal

Department:                      Legal

Report to:                            General Counsel

Location:                             Boston, MA (Full Time In-Office)

 

Company Summary:

Boston Partners is a global investment advisor with $107 billion in AUM and a longstanding reputation for superior client service.  The organization is a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. We focus on investing in companies with attractive value characteristics and strong business fundamentals where there is a catalyst for positive change. The firm was founded in 1995 and maintains offices in Boston, New York, California, and London. Boston Partners is an indirect, wholly owned subsidiary of ORIX Corporation of Japan.

 

Position Summary:

The Paralegal is a legal professional who provides comprehensive paralegal support to the General Counsel and the Legal & Compliance departments. The Paralegal will provide a variety of tasks, including research, document preparation and client interactions.

Major Responsibilities:

• Draft corporate resolutions.
• Prepare simple contract amendments.
• Update standard documentation such as investment management agreements.
• Prepare AML and KYC documentation.
• Organize and manage document retention process.
• Participate in the new client onboarding process.
• Implement changes to fund offering documents.
• Prepare annual corporate filings and liaise with corporation service providers.
• Liaise with parent company for corporate organization reporting.

 

Requirements/Qualifications:
 

• Excellent written and verbal communication skills for drafting documents and interacting with clients, and other internal and external stakeholders.
• Ability to handle multiple tasks, prioritize work and manage time efficiently.
• Proficiency in Microsoft Word and Adobe.
• Five years of experience in a paralegal/corporate secretarial role preferred.  

An associate degree in paralegal studies, a bachelor’s degree in another field, or a paralegal certificate from an accredited program required