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Senior Investment Management Paralegal

Ropes & Gray LLP
Chicago, IL
United States

About Ropes & Gray
Ropes & Gray LLP is a preeminent global law firm focused on providing the highest-quality advice on our clients’ critical legal and business issues. Our global team of 2,500 talented professionals regularly helps clients meet high-stakes challenges, solve complex problems and achieve key goals. These colleagues work together across a global office network that includes offices in Boston, Chicago, Hong Kong, London, New York, San Francisco, Seoul, Shanghai, Silicon Valley, Tokyo and Washington, D.C.

We are a contemporary firm that can bring more than 150 years of legal and institutional history to bear on the challenges clients face in today’s global, 24/7 business environment. Our collaborative approach gives our clients—which include many of the world’s most respected companies and institutions—ready access to leading corporate, litigation, transactional and regulatory lawyers whose knowledge and experience span industries and geographies.

With an international presence, we focus primarily on the asset management, technology, life sciences, health care and real estate industries. Our clients include global industry leaders, financial institutions, investment firms, private equity firms, hospitals and health care organizations, educational institutions and individuals.

We have consistently been recognized for our leading practices in many areas, including private equity, M&A, life sciences, health care, finance, investment management, hedge funds, tax, real estate, intellectual property, commercial and securities litigation, government enforcement, antitrust, and privacy and data security.
Ropes & Gray is an equal opportunity employer.


Participate as a team member and assist attorneys, paralegals and other members of the firm in the Investment Management practice group primarily with support of other practice groups as necessary. Work directly with certain key Investment Management clients, handling individual and ongoing projects. Assist with managing, filing, proofreading and drafting all documents and correspondence related to mutual funds and/or unit investment trusts. Availability for overtime and flexibility for travel are required.


Assists with the drafting and shows high-level understanding of various regulatory and organizational fund documents such as registration statements, shareholder reports, and annual disclosure updates by creating prospectus or statement of additional information shells, risk matrices, or ancillary documents to accompany filings (facing sheets, Part Cs, etc.).

Coordinates the filing of various regulatory and organizational fund documents, including review of printer proofs in a systematic way to include comparison against source documents, checks for comment incorporation, and review of table of contents, series/class identifiers, and section references.

Takes lead in coordinating activities of client team participants and managing work flow to ensure deadlines are met.May serve as primary liaison with outside clients.

Assists with fund launches and mergers and drafts initial formation documents and certificates based on previous models.

Conducts research using the EDGAR database via the general search engine and alternative search programs.

Drafts, edits and prepares board meeting agendas, minutes and compilation of board materials.

Actively mentors more junior paralegals and attorneys; recognizes different learning styles and adjusts method of instruction accordingly when supervising on projects; confirms comprehension by others of instruction.

Assists in the creation of training materials and other resources for paralegal group and firm in their designated practice area.


Must demonstrate the ability to maintain strict confidentiality of the firm's internal and personnel affairs.

Ability to interact effectively with all levels of personnel, including management and support staff.

Ability to be a proactive self-starter, who understands the details within a much larger context.

Must be flexible in order to respond quickly and positively to shifting demands and opportunities; ability to work under tight deadlines and handle multiple, detailed tasks.

Must be team-oriented and able to share information, goals, opportunities, successes and failures with the appropriate parties.

Ability to plan, organize and carry out multiple related activities.

Ability to work in a multi-office environment.

Ability to influence at all levels of the organization.

Ability to work effectively in a culturally and educationally diverse environment.

Must pay attention to details and have the ability to follow up and follow through.


Performs other work-related duties as assigned by other corporate paralegals and other individuals within the corporate management structure.


The successful candidate will have a bachelor's degree or an associate’s degree in paralegal studies who wants a career position. A minimum seven (7) years experience as a paralegal supporting investment management or mutual fund’s is required. The position will involve significant contact with lawyers and paralegals at the firm and requires strong interpersonal and communication skills. The candidate must be a demonstrated self-starter who is both highly organized and a team player.


Normal office environment and schedule with expected overtime.

Incumbent is expected to work the hours necessary to fulfill the responsibilities of the position. The above job description is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements. Firm management reserves the right to amend and change responsibilities to meet business and organizational needs.