Paralegal - Disclosures Team

Date: May 1, 2019

Location: Jersey City, NJ, US

Company: New York Life Insurance Co

 

A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

 

New York Life is looking for an experienced, dynamic paralegal with experience in the mutual fund disclosure area. This is an exciting opportunity to grow in a firm with a history of financial strength and dynamic innovation. The paralegal will work collaboratively with others in the Office of the General Counsel Investments Group to perform the duties listed below.

 

Responsibilities: 

  • Assist attorneys in preparation, filing and distribution of mutual fund registration statements (prospectuses, summary prospectuses, statements of additional information) as part of their annual updates
  • Prepare, review and file other periodic mutual fund regulatory filings (N-CEN, N-PORT, N-MFP, N-CSR, N-Q, 24f-2, N-PX etc.)
  • Assist attorneys in drafting and revising legal memos, corporate governance documents and contracts
  • Assist attorneys in preparation and distribution of mutual fund proxy materials
  • Prepare for and attend shareholder meetings and draft minutes
  • Input, review and manage disclosure content in an automated content management system
  • Draft and maintain timelines, project plans and facilitate disclosure-related processes
  • Interact with various business departments and attend meetings on behalf of the Office of the General Counsel 

 

Required:

  • BA or BS
  • Minimum 4 years of paralegal experience in mutual fund disclosure area
  • Strong computer skills, including Word, Excel and Adobe
  • Ability to work collaboratively to achieve team objectives
  • Experience with the SEC’s EDGAR system
  • Excellent interpersonal, writing skills and the ability to communicate effectively and concisely. Attention to detail a must
  • Ability to handle multiple projects simultaneously and complete projects on a timely basis
  • Ability to establish and maintain effective partnerships with other business departments
  • Experience with content and document management system a plus
  • Experience with NYSE filings for closed-end funds a plus

 

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