Senior Paralegal

Full time @Calamos Investments in Corporate Law Email Job
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Job Description


The Senior Paralegal is responsible for mutual fund and closed end fund paralegal duties in a fast-paced legal department.  This position provides paralegal support to the investment management areas of the Legal Department as needed.  The Senior Paralegal also assists in-house counsel with various projects (corporate, investment advisers, hedge funds, private funds, global funds, real estate, etc.)  The appropriate person will be a self-starter who can prioritize and work on multiple projects concurrently.

Primary Responsibilities:

  • Drafts and files SEC regulatory filings, including registration statements on Form N-1A and Form N-2.Coordinates Board of Trustees meetings, including drafting meeting agendas, materials, resolutions, and minutes and liaising with members of the Board regarding meetings and follow-up matters.
  • Coordinates closed-end fund shareholder meetings – proxy, transfer agent and other meeting related requirements.
  • Maintains the minute books and records for the mutual funds and closed-end funds.
  • Serves as a liaison between the Legal Department and other departments and outside affiliates/legal counsel.
  • Assists in the review of ISDA agreements and other derivatives-related agreements.
  • Reviews and completes RFPs and DDQs.
  • Assists members of the Legal Department and various agreements related to mutual funds and closed-end funds, including distribution related agreements.
  • Assists in-house counsel as needed with special projects: fund launches, regulatory and internal audits, closing binders, due diligence materials, insurance, etc.
  • Handles administrative support functions including but not limited to: editing/revising documents, filing, processing check requests and expense reports, scheduling meetings, etc.
  • Handles confidential and sensitive information including contracts, offerings, litigation, etc.
  • Conducts legal research on a variety of topics.
  • Performs related duties as assigned.

Preferred Qualifications:

  • Bachelor’s degree required.
  • Paralegal certificate required from an accredited ABA approved curriculum.
  • At least 5 years of corporate paralegal experience, preferably in a financial services organization.
  • Must have excellent research and drafting skills.
  • Must have good attention to detail with strong organizational skills.
  • Must have excellent oral and written communication skills.
  • Strong computer skills in Microsoft Word, Excel, PowerPoint, and Outlook.
  • Familiarity with board book software like Diligent or Board Vantage.

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