Paralegal – Delaware Investments, A member of Macquarie Group recruitment
The Paralegal provides legal support for the Delaware Investments business based in Philadelphia.
MAJOR RESPONSIBILITIES:
· Prepare contracts, investment guidelines or operational procedures for institutional separate account clients, sub-transfer agent and networking relationships, wrap or managed accounts and other counterparties.
· Perform contract administration functions for clients, vendors and external parties.
· Prepare materials for Board meetings and shareholder meetings.
· Assist with corporate secretarial matters; prepare minutes, maintain stock ledgers, prepare unanimous written consents, work with registered agents, qualification and reporting as a foreign corporation.
· Prepare and update mutual fund prospectuses, statements of additional information, stickers and complete registration statements; proofread printers' proofs.
· Coordinate EDGAR filings of registration statements, annual and semi-annual shareholder reports, proxy statements, NQ's and other documents, either internally or through printers.
· Prepare contracts, policies, plans, procedures, organizational and related documents for mutual funds.
· Review advertising, marketing and client communication material.
· Assist with corporate transactions (due diligence, prepare documents, organize files and materials, coordinate with other departments and outside counsel).
· Provide assistance to lawyers as needed.
JOB SKILLS AND COMPETENCIES:
· Excellent verbal and written communication skills and proofreading skills.
· Ability to work both independently and as part of a team
· Strong computer skills (familiarity with document management systems
· document assembly systems and electronic meeting materials is a plus
· Process oriented
· Interested in multi-tasking, broadening skill set
· Detail oriented
· Flexible
EDUCATION EXPERIENCE:
· College degree preferred
· Minimum 3 + years' relevant work experience in legal services, preferably at a major law firm or in the investment industry
· Experience with investment company and general corporate work
· Experience with EDGAR filing process
· Experience with prospectuses and other similar disclosure documents
· Experience working directly with clients and external parties
Macquarie Funds Group (MFG) is Macquarie Group's funds management business. MFG is a full-service asset manager, offering a diverse range of capabilities and products including infrastructure and real asset management, securities investment management and structured access to funds, equity-based products and alternative assets. The group had $A324 billion in assets under management as at 30 September 2011.
MFG has been managing assets for pension funds, institutions and retail investors since 1980 in Australia and 1929 in the US (through Delaware Investments). MFG has global reach, with a team of approximately 1,600 staff in Australia, Asia, the UK, Europe and the US, including US-based subsidiary Delaware Investments.
MFG has the following business divisions:
- Macquarie Investment Management
- Macquarie Infrastructure and Real Assets
- Macquarie Specialised Investment Solutions
Delaware Investments is an Equal Opportunity employer that promotes workforce diversity and hires without regard to race, sex (including pregnancy), religion, color or national origin, age, disability, sexual orientation, gender identity, veteran's status or other protected status.
Delaware Investments, a member of Macquarie Group, is the marketing name for Delaware Management Holdings, Inc. and its subsidiaries, including the Fund's distributor, Delaware Distributors, L.P. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide.