Paralegal, Professional Conduct

CFA Institute•Charlottesville, VA

7h•Hybrid

About The Position

This is a highly detail-driven position focused on the preparation, review, and quality assurance of legal case materials, working closely with Enforcement Counsel and investigators across the full case lifecycle. It is not a traditional administrative paralegal role, but rather one that directly contributes to high-stakes regulatory and disciplinary outcomes. The role supports the integrity and enforcement of CFA Institute’s global Code and Standards.

Requirements

Experience in a litigation support or paralegal role within a law firm, government agency, or similar environment
Proven experience preparing and reviewing legal documents, filings, or structured case materials
Exceptional attention to detail with a strong track record in proofreading, citation checking, and document quality control
Strong organisational skills with the ability to manage multiple cases, prioritise effectively, and maintain control of deadlines
Demonstrated ability to identify inconsistencies, missing information, and potential risks within legal documentation
Understanding of legal or regulatory processes, including filings, procedural rules, and deadline management
High level of discretion and professionalism when handling sensitive and confidential information
Strong written communication skills with the ability to produce clear, accurate, and professional documentation
Comfortable working independently with a high level of accountability, while collaborating effectively with stakeholders
Proficiency with document management systems and legal technologies (e.g. Onit, Salesforce, Microsoft Office, Adobe)

Nice To Haves

Paralegal certification and/or Associate’s degree, or equivalent relevant experience

Responsibilities

Prepare and support the development of legal filings, briefs, and structured case documentation
Review documents for accuracy, including citation checking, formatting consistency, and cross-referencing
Ensure all materials meet high standards before submission, including proofreading and redacting sensitive information
Support case management activities including document organisation, preservation, and production
Manage multiple concurrent cases, proactively tracking deadlines and ensuring timely, high-quality submissions
Work closely with investigators and Enforcement Counsel across the full lifecycle of disciplinary cases
Contribute to the improvement of processes, policies, and documentation standards