Daley And Associates, LLC · 21 hours ago
Legal Associate - Financial Services
Boston, MA
Contract
Hybrid
Mid, Senior Level
$42/hr - $48/hr
4+ years expDaley And Associates, LLC is a well-established asset management firm seeking a Legal Associate to support their Client Platform. The role focuses on contracting and documentation, including drafting and negotiating client-facing agreements, while also contributing to process improvement and legal technology initiatives.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Responsibilities
Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements
Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals
Collaborate with other members of the Legal team in connection with complex contracting and documentation matters
Support resolution of complex documentation issues and assist in establishing controls and processes where required
Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps
Participate in the ongoing development and improvement of legal processes, design, and operational efficiency
Provide additional legal and documentation support as needed
Qualification
Required
Bachelor's degree in Legal Studies or a related field required
4–5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred
Must have experience within the financial services industry; asset management experience is highly preferred
Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization
Hands-on experience negotiating contracts, including NDAs and exposure to RFPs
Strong interest in legal technology, process design, and operational improvement initiatives
Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly
Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting
Ability to work independently while also contributing effectively within a team environment
Preferred
Language skills are a plus but not required
Company
Daley And Associates, LLC
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
Company data provided by crunchbase