Investment Management Associates

Posted Yesterday
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Boston, MA, USA
In-Office
Senior level
Professional Services • Consulting
The Role
Provide legal counsel on investment management matters, focusing on mutual funds and the Investment Company Act (’40 Act). Lead teams producing mutual fund registration statements and regulatory filings (Form N-1A, N-CSR, proxy statements). Require strong analytical, writing, and supervisory skills with 6+ years’ mutual fund experience in law firm, in-house, or fund administrator settings.
Summary Generated by Built In
Company Description

LEWIS & ASSOCIATES  is a leader in providing Legal and Administrative staffing services.  We are a sole source staffing firm giving you convenient ways of working with us. We make every effort to ensure the highest degree of professionalism and integrity in the staffing process. We understand the demanding role of recruiting to source the highest level of legal professionals while incorporating proven, innovative, and successful recruiting techniques.

Job Description

Our client represents leading global corporations, growth and middle-market companies, capital markets participants and entrepreneurs in every major industry group as well as public sector entities, educational institutions, philanthropic organizations and individuals. Their practice is a robust full market practice — cutting edge, complex and dynamic, at once regional, national and international in scope. 

The firm embrace their core values. They believe in hiring collaborative, committed, and diverse teams; using state-of-the-art technology; offering continuous professional development training; and promoting pro bono and diversity initiatives. Most importantly, they strive to cultivate an environment that celebrates talented legal professionals. 

Qualifications

We seek associates with experience in the Investment Management industry, including experience in the Investment Company Act (’40 Act). The ideal candidate will have excellent analytical and writing skills. 

We are also looking for associates with 6+ years of experience working with mutual funds in a law firm, in-house or at a fund administrator or similar. The ideal candidate will have: extensive knowledge of mutual fund regulatory filings, including Form N-1A, proxy statements, N-CSR and related; demonstrated ability to lead a group of paralegals and junior and mid-level associates in the large scale production of mutual fund registration statements, and other required fund filings; strong analytical ability; excellent communication and writing skills required. 

Additional Information

All your information will be kept confidential.

Job ID: 1171614

Skills Required

  • Experience in the Investment Management industry, including the Investment Company Act (’40 Act).
  • 6+ years of experience working with mutual funds in a law firm, in-house, or at a fund administrator or similar.
  • Extensive knowledge of mutual fund regulatory filings, including Form N-1A, proxy statements, N-CSR and related filings.
  • Demonstrated ability to lead paralegals and junior/mid-level associates in large-scale production of mutual fund registration statements and fund filings.
  • Strong analytical ability, excellent communication and legal writing skills.
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The Company
6 Employees
Year Founded: 2013

What We Do

Lewis & Associates LLC is an award-winning, Black woman-owned consulting firm. The organization is dedicated to intentionally and purposefully supporting nonprofits, small businesses, government agencies, and philanthropic organizations. By providing expert business consulting and professional services, they help these diverse entities navigate operational challenges, optimize their impact, and achieve their long-term strategic goals through tailored support and guidance.

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