Legal Product Associate (Mutual Funds)

Overview:

The 'Senior Legal Product Associate (Mutual Funds)' is responsible for evaluating, monitoring, and resolving issues in connection with providing legal administrative services to client(s) assigned, including:  disclosure/ registration services, corporate secretarial/ governance services and other regulatory or legal support required. This is a hybrid position located in our Boston, MA office. 
 
What you will do:
 Disclosure/Registration

• Coordinate the preparation of regulatory filings for mutual funds assigned
• Develop a full understanding of the funds assigned and the regulatory framework involved
• Draft/edit various disclosure documents required for assigned funds, including prospectuses (using Prospectus Builder web-based program), SAIs, supplements, proxy and information statements, 24f-2s and Part C
• Review various disclosure documents required for assigned funds, including shareholder reports and N-CENs
• Identify, research and recommend solutions for issues raised in preparing/reviewing disclosure documents including comments from reviewers
• Coordinate with publishing and/or designated printer for filing documents using EDGAR system as required
• Develop, maintain and monitor tickler files and calendars to coordinate workflow and adhere to project timelines, due dates and regulatory deadlines

Corporate Secretarial/Governance

• Coordinate the preparation of various memoranda and other documents relating to mutual fund corporate governance matters assigned
• Develop a full understanding of the funds assigned and the regulatory framework involved
• Coordinate the compilation of Board and/or Committee materials
• Draft/edit various documents required by governance actions scheduled or taken, including charter documents, contracts, and procedures
• Review Board and/or Committee materials prepared by others
• Identify, research and recommend solutions for issues raised in preparing/reviewing governance documents including comments from reviewers
• Develop, maintain and monitor tickler files and calendars to coordinate workflow and adhere to project timelines, due dates and regulatory deadlines

Other

• Special projects as assigned, which may include one or more of the following:
• Fidelity Bond or Massachusetts Annual Voluntary Associations filings
• Coordinator for trustee website
• Content Management library administrator

What you will bring:

• 5+ years of mutual fund paralegal/legal administration experience preferred
• Proficiency in legal requirements of mutual fund governance and registration required
• Excellent organizational, problem-solving and communication skills
• Proficiency with Microsoft Office products and legal research tools
• Project management skills
• Associates or Bachelors Degree or comparable business experience

Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*. 
#NatixisIMCulture
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.