Paralegal – Investments Legal

WTW•Chicago, IL

About The Position

Support attorneys and cross-function working groups involved in fund formation, maintenance, and regulatory matters throughout the fund lifecycle, including facilitating communications, coordinating deliverables, and managing timelines. Assist with reviewing, updating, and tracking various agreements, including NDAs, investment management agreements, and service provider agreements. Prepare first drafts of standard amendments, ancillary documentation, certificates, and other routine legal documents for attorney review. Perform legal research, analysis, and assist with ad hoc special projects. Independently manage projects, exercise sound judgment, identify issues requiring attorney escalation, and help drive matters to completion. Assist with inquiries and requests from business units, including interfacing with the Risk, Compliance, Operations, Client Relations and Product Strategy teams. Coordinate responses to KYC/AML and other due diligence requests for Institutional accounts, CITs, and domestic and international funds. Coordinate board and committee governance processes, including preparing agendas, meeting materials, minutes and corporate records, facilitating written consents, and supporting regulatory filings. Interact regularly with senior business leaders, outside counsel, service providers, and fund trustees/directors in support of governance and strategic initiatives.

Requirements

7+ years of relevant experience.
Experience working in financial services, particularly asset management.
Strong interpersonal and communication skills
High attention to detail and a self-starter with problem-solving skills.
Strong time management skills, sound judgment and analysis, and an ability to manage competing priorities.
Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment.
Intellectual curiosity and a willingness to research, ask questions, and develop a deep understanding of new topic areas.

Nice To Haves

Corporate governance experience would be an advantage.

Responsibilities

Support attorneys and cross-function working groups involved in fund formation, maintenance, and regulatory matters throughout the fund lifecycle, including facilitating communications, coordinating deliverables, and managing timelines.
Assist with reviewing, updating, and tracking various agreements, including NDAs, investment management agreements, and service provider agreements.
Prepare first drafts of standard amendments, ancillary documentation, certificates, and other routine legal documents for attorney review.
Perform legal research, analysis, and assist with ad hoc special projects.
Independently manage projects, exercise sound judgment, identify issues requiring attorney escalation, and help drive matters to completion.
Assist with inquiries and requests from business units, including interfacing with the Risk, Compliance, Operations, Client Relations and Product Strategy teams.
Coordinate responses to KYC/AML and other due diligence requests for Institutional accounts, CITs, and domestic and international funds.
Coordinate board and committee governance processes, including preparing agendas, meeting materials, minutes and corporate records, facilitating written consents, and supporting regulatory filings.
Interact regularly with senior business leaders, outside counsel, service providers, and fund trustees/directors in support of governance and strategic initiatives.

Benefits

Mental health/emotional wellbeing (including Employee Assistance Program)
medical (including prescription drug coverage and fertility benefits)
dental
vision
Health Savings Account
Commuter Accounts
Health Care and Dependent Care Flexible Spending Accounts
company-paid life insurance
supplemental life insurance
AD&D
group accident
group critical illness
group legal
identity theft protection
wellbeing program
adoption assistance
surrogacy assistance
auto/home insurance
pet insurance
other work/life resources
Paid Holidays
Annual Paid Time Off (includes state/local paid leave where required)
Short-Term Disability
Long-Term Disability
Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)
Paid Time Off (only included for Washington roles)
Qualified contributory pension plan (if eligible)
401(k) plan with annual nonelective company contribution.
Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.