Legal Associate - Financial Services jobs in United States
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Daley And Associates, LLC · 14 hours ago

Legal Associate - Financial Services

Daley And Associates, LLC is a well-established asset management firm located in New York City, NY, seeking a Legal Associate to join their Legal & Compliance organization. The role focuses on contracting and documentation, where the Legal Associate will draft, review, and negotiate client-facing agreements while supporting legal technology initiatives.

BankingConsultingFinancial ServicesHuman ResourcesInsurance
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Growth Opportunities

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

Legal Studies degree4–5+ years paralegal experienceFinancial services experienceContract negotiationLegal technology interestLanguage skillsWritten communication skillsVerbal communication skillsCollaboration skillsIndependent work ability

Required

Bachelor's degree in Legal Studies or a related field required
4–5+ years of paralegal experience required
Must have experience within the financial services industry
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

Senior paralegals or junior lawyers strongly preferred
Asset management experience is highly preferred
Language skills are a plus but not required

Company

Daley And Associates, LLC

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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.

Funding

Current Stage
Early Stage

Leadership Team

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Christyn Thatcher
CFO/COO
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Hank Phillips
Principal & COO
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Company data provided by crunchbase