Senior Paralegal

SS&C

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profile Job Location:

Denver, CO - USA

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.

Job Description

Job Title: Senior Paralegal - Hybrid

Locations: Denver CO; Boston MA; Braintree MA Hybrid

Get To Know The Team:
This is a hybrid position with 6 days a month on site in one of our locations. Sr. Investment Company Act Paralegals have direct interaction with multiple clients on a daily basis. They work directly with clients and lead projects and are expected to manage these projects efficiently and with limited attorney supervision. The role provides a great opportunity to build working relationships with internal and external clients and expand your knowledge of the financial services industry. You will work with a group of talented team members who will work with you for your growth and success.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model and Business Casual Dress Code including jeans
  • Your Future: 401k Matching Program Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off Sick Leave Paid Holidays
  • Your Wellbeing: Medical Dental Vision Employee Assistance Program Parental Leave
  • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds Talents and Experiences of Our Employees
  • Training: Hands-On Team-Customized including SS&C University
  • Extra Perks: Discounts on fitness clubs travel and more!


What You Will Get To Do:

  • Serve all internal and external client needs including preparation of registration statements and/or other regulatory filings required under the Investment Company Act Investment Advisers Act Securities Act of 1933 and Securities and Exchange Act of 1934.
  • Prepare drafts of regulatory documents for various mutual funds exchange-traded funds and closed-end funds for filing with the U.S. Securities and Exchange Commission (SEC) including Forms N-1A N-2 N-CSR N-PX PRE 14A DEF 14A and N-14.
  • Review EDGAR versions of regulatory filings and file with the SEC.
  • Coordinate production of proxy materials for both routine proxies and special shareholder meetings including obtaining quotes and engaging the proxy tabulator.
  • Collaborate with attorney team members to plan and prepare for fund board and shareholder meetings.
  • Attend client board meeting and take minutes as needed.
  • Draft and distribute legal documents communications resolutions board meeting minutes correspondence notices proxies agendas and proxy statements.
  • Oversee the preparation and maintenance of multiple client board meetings and compliance calendars.
  • Monitor and report on regulatory initiatives promulgated by various regulatory agencies.
  • Mentor junior paralegal team members on department policies and procedures day-to-day tasks and special projects.
  • Other jobs as assigned.


What You Will Bring:

  • Bachelors degree paralegal certification or equivalent work experience.
  • 3-5 years of experience with mutual fund corporate governance or regulatory filing strongly preferred.
  • Knowledge of Investment Company and Investment Advisers Act of 1940 strongly preferred.
  • Experience with EDGAR.
  • Proficiency with legal terminology relevant to the industry.
  • Excellent verbal and written communication skills and strong ability to communicate with a wide and diverse audience (both internal and external).
  • Advanced spelling grammar and proofreading skills.
  • Ability to work directly with clients on a daily basis.
  • Must be willing to work 6 days per month in one of our offices

Thank you for your interest in SS&C! If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website: rate is determined by various factors including but not limited to relevant work experience job related knowledge skills abilities business needs and geographic regions.

The expected base salary for the position in MA is between $90000 USD to $120000 USD.

In addition to their salary successful candidates may be eligible to receive an annual discretionary bonus and stock options.

Applications will be accepted on an ongoing basis until the position is filled.


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Unless explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or fee-based recruitment services.

SS&C offers excellent benefits including health dental 401k plan tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race color religious creed gender age marital status sexual orientation national origin disability veteran status or any other classification protected by applicable discrimination laws.

Salary is determined by various factors including but not limited to relevant work experience job related knowledge skills abilities business needs and geographic regions.

Colorado: Salary range for the position: $95000 USD to $120000 USD.


Required Experience:

Senior IC

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on ...
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Key Skills

  • Legal Drafting
  • Proofreading
  • Google Docs
  • Organizational skills
  • Microsoft Outlook
  • Microsoft Word
  • Case Management
  • Legal Research
  • Research Experience
  • Paralegal
  • Filing
  • Writing Skills

About Company

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Leading cloud-based provider of financial services technology solutions. SS&C Technologies owns and maintains the best financial technology in the industry

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