Legal Analyst Sales and Marketing Legal Review

About the RoleThis role in our legal department will be responsible for the review of a variety of advertising and marketing materials and communications including one-on-one presentations RFP/RFIs fact sheets commentaries and social media as well as certain client addition to experience working in a legal or compliance environment the candidate should have some knowledge about SEC FINRA GIPS and other pertinent rules and regulations which govern the marketing of financial products and services for institutional and retail clients. The Candidate should have good interpersonal skills to work well within the team and with internal ResponsibilitiesReview of Marketing Presentations and Related MaterialsComprehensive annual review of standardized materials to ensure compliance with firm policy legal and industry regulationsReview and analyze new content and complex themes for inclusion in one-on-one presentations and other marketing and advertising that content of such material complies with and is consistent with firm policy and legal requirements and includes required disclosures footnotes and legendsProvide annual and as-needed training to marketing groups on basic procedures regulatory and compliance issues Offer guidance to marketing groups and investment teams for new product material development; assess risks and concerns and communicate them as appropriateCollaborate with marketing groups on the development and refinement of policies and proceduresRequests for Proposal (RFP)/Requests for Information (RFI)Review customized RFP/RFI responses submitted for approval; edit content as necessaryPrepare quarterly memo to include legal and compliance and other firm updates for posting to our internal database Review expired and updated subject matter as appropriateMeet regularly with RFI/RFP writers to review changes to legal and regulatory content and to the review process Determine process and conduct audit of RFP materials not submitted for legal reviewAdditional Responsibilities Liaise with technology to develop and maintain updates and introduce enhancements to our electronic review systemReview of fact sheets press releases website and outside conference materialsReview and audit of website Apps and social mediaReview of monthly and quarterly market commentaries for use on the website in annual reports in client mailings and other distribution Coordinate comments on mutual funds with Compliance at Natixis Distribution LLC the Distributor of our mutual funds (and parent company)Provide guidance and review of various internal materials i.e. training presentations talking points Q&AsQualifications & Education RequirementsBachelors degree Prior sales and marketing review experience preferred Excellent oral and written communications organizational and time management skills ability to collaborate with marketing and product groupsAbility to develop strong working relationships with marketing groups and product teams; provide support and training through conversation and frequent meetingsExperience in working under pressure managing multiple conflicting priorities and meeting deadlines in a fast-paced environment Competence in interacting with and influencing business associates at all levels1 - 3 years experience in legal and/or compliance department of an investment company or in a law firmExcellent judgment and discretionA team player Knowledge and understanding in the following areas is preferred:Rules and regulations for advertising and marketing investment services and productsStandards for marketing and advertising advisory services based on the Investment Advisors Act no-action letters and other legal authority rulesGIPS rules for one-on-one presentations and advertising/marketing materials Institutional investment vehicles including separate accounts mutual funds private placements and alternative investmentsAdditional RequirementsThe position follows a hybrid schedule with two days work from home and three days work from :Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $70000- $110000 USD. Your starting salary will be based on your experience skills qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award which is based on individual and company addition to your compensation you will have access to a comprehensive benefits package designed to support your health well-being and financial security. Benefit Overview