JW Michaels & Co. ยท 7 hours ago
Legal Specialist
JW Michaels & Co. is a well-regarded global investment management firm seeking a Senior Legal Specialist to join their New York office. The role involves assisting with contracts, investment guidelines, and operational procedures for institutional accounts, as well as providing legal support for corporate transactions and regulatory matters.
Responsibilities
Assist with contracts, investment guidelines, and operational procedures for institutional accounts and financial intermediaries
Execute contract administration functions for clients, vendors, and external counterparties
Prepare comprehensive materials for board of directors and shareholder meetings
Draft mutual and private fund supplements, registration statements, and related legal documentation
Support corporate transactions and facilitate regulatory matters for non-US offices and distribution partners
Liaise with external service providers to ensure all regulatory filings and requirements are met
Coordinate and provide administrative support for various strategic corporate initiatives
Deliver high-level paralegal/legal specialist assistance and project support to internal lawyers as needed
Qualification
Required
B.A. degree with 8+ years of experience in-house at a financial services firm or a law firm
Proficiency in drafting and reviewing offering documents and similar disclosure materials
Exceptional verbal and written communication skills, including strong experience proofreading
Proven ability to work directly with clients, external parties, and cross-functional business units
Self-motivated professional capable of working independently while maintaining a collaborative team spirit
Company
JW Michaels & Co.
JW Michaels & Co. is a staffing and recruiting company offering management and law staffing solutions.
Funding
Current Stage
Growth StageRecent News
2025-01-22
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