Paralegal

About the RoleThis is a paralegal replacement position within the Legal and Compliance Department reporting to the Senior Legal and Compliance Manager and the Director of Proxy Voting. The role will have primary responsibility in the preparation and delivery of investment company client reporting serving as point of contact for two or more assigned clients and assisting with other special department projects as assigned. The paralegal is expected to exercise sound judgment manage workflows and contribute to process improvements and best practices across Legal Reporting and Proxy Voting. The paralegal will interact regularly with many functional areas within Loomis Sayles the firms sub-advisory client base and the proxy voting function. Additionally the role will support other members of the Legal and Compliance Department in carrying out the Departments broader responsibilities for the firm as needed. Job Responsibilities1. Legal ReportingPrepare quarterly and annual compliance reports and certifications for client accounts including reporting on investment company regulatory requirements firm policy and procedure updates liquidity Code of Ethics changes and violations firm personnel changes brokerage commissions soft dollar usage and regulatory and litigation to and prepare annual 15(c) due diligence and 38a-1 requests including topics referred to above as well as working with subject matter experts across the firm to obtain profitability data investment product descriptions and current firm processes practices and procedures while utilizing the firms compliance manual Form ADV internal resources and the firms proprietary to complex ad hoc client requests and regulatory questionnaires (e.g. liquidity risk management cybersecurity business continuity artificial intelligence and other industry specific topics of interest to investment company trustees or which have been the focus of SEC attention).Coordinate and oversee the internal distribution and review of investment company prospectuses SAIs supplements and portfolio of investments/statement of investments ensuring accuracy consistency and timely completion. Collaborate with internal groups including investment compliance trading client service relationship management and finance on a variety of client matters. 2. Proxy VotingReview shareholder meeting agenda proposals and applicable vendor research in order to make vote determinations in accordance with the firms proxy voting policyCoordinate and communicate with the firms Director of Proxy Voting on proxy related questionsUsing the firms voting agent voting platform enter votes on behalf of clientsReview and maintain proxy voting databases through coordination with internal and external partiesPrepare and review client and N-PX voting history reportsOversee the firms Share Recall processPrepare foreign-domiciled Power of Attorney forms and file them as necessary with the relevant parties. Manage and track this process through out the responsibilities as assigned by the firms Director of Proxy Voting Qualifications & Education Requirements3-5 years of relevant paralegal or legal operations experience investment industry and/or 1940 Act mutual fund experience strongly degree or equivalent professional experience paralegal education or certification preferred. Demonstrated ability to prioritize and manage multiple projects independently and exercise sound judgment on complex matters. Excellent oral and written communication skills with the ability to interact professionally with internal stakeholders and clients. Detail-oriented highly organized and comfortable working in a deadline-driven regulatory environment including the ability to work extended hours if RequirementsThe position follows a hybrid schedule with two days work from home and three days work from Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $75000 - $95000 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.