Senior Paralegal

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title: Senior Paralegal - Hybrid

Locations: Denver, CO; Boston, MA; Braintree, MA | Hybrid

Get To Know The Team:
This is a hybrid position with 6 days a month on site in one of our locations. Sr. Investment Company Act Paralegals have direct interaction with multiple clients on a daily basis. They work directly with clients and lead projects and are expected to manage these projects efficiently and with limited attorney supervision. The role provides a great opportunity to build working relationships with internal and external clients and expand your knowledge of the financial services industry. You will work with a group of talented team members who will work with you for your growth and success.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans 

• Your Future: 401k Matching Program, Professional Development Reimbursement  

• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays 

• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave  

• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees 

• Training: Hands-On, Team-Customized, including SS&C University  

• Extra Perks: Discounts on fitness clubs, travel and more! 

What You Will Get To Do:

• Serve all internal and external client needs including preparation of registration statements and/or other regulatory filings required under the Investment Company Act, Investment Advisers Act, Securities Act of 1933 and Securities and Exchange Act of 1934.
• Prepare drafts of regulatory documents for various mutual funds, exchange-traded funds and closed-end funds for filing with the U.S. Securities and Exchange Commission (SEC), including Forms N-1A, N-2, N-CSR, N-PX, PRE 14A, DEF 14A and N-14.
• Review EDGAR versions of regulatory filings and file with the SEC.
• Coordinate production of proxy materials for both routine proxies and special shareholder meetings, including obtaining quotes and engaging the proxy tabulator.
• Collaborate with attorney team members to plan and prepare for fund board and shareholder meetings.
• Attend client board meeting and take minutes as needed.
• Draft and distribute legal documents, communications, resolutions, board meeting minutes, correspondence, notices, proxies, agendas, and proxy statements.
• Oversee the preparation and maintenance of multiple client board meetings and compliance calendars.
• Monitor and report on regulatory initiatives promulgated by various regulatory agencies.
• Mentor junior paralegal team members on department policies and procedures, day-to-day tasks and special projects.
• Other jobs as assigned.

What You Will Bring:

• Bachelor's degree, paralegal certification or equivalent work experience.
• 3-5 years of experience with mutual fund, corporate governance or regulatory filing strongly preferred.
• Knowledge of Investment Company and Investment Advisers Act of 1940 strongly preferred.
• Experience with EDGAR.
• Proficiency with legal terminology relevant to the industry.
• Excellent verbal and written communication skills and strong ability to communicate with a wide and diverse audience (both internal and external).
• Advanced spelling, grammar, and proofreading skills.
• Ability to work directly with clients on a daily basis.
• Must be willing to work 6 days per month in one of our offices

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us <