07/30/2026
Paralegal – Investments Legal
Job Description
The Role
- Support attorneys and cross-function working groups involved in fund formation, maintenance, and regulatory matters throughout the fund lifecycle, including facilitating communications, coordinating deliverables, and managing timelines.
- Assist with reviewing, updating, and tracking various agreements, including NDAs, investment management agreements, and service provider agreements.
- Prepare first drafts of standard amendments, ancillary documentation, certificates, and other routine legal documents for attorney review.
- Perform legal research, analysis, and assist with ad hoc special projects.
- Independently manage projects, exercise sound judgment, identify issues requiring attorney escalation, and help drive matters to completion.
- Assist with inquiries and requests from business units, including interfacing with the Risk, Compliance, Operations, Client Relations and Product Strategy teams.
- Coordinate responses to KYC/AML and other due diligence requests for Institutional accounts, CITs, and domestic and international funds.
- Coordinate board and committee governance processes, including preparing agendas, meeting materials, minutes and corporate records, facilitating written consents, and supporting regulatory filings.
- Interact regularly with senior business leaders, outside counsel, service providers, and fund trustees/directors in support of governance and strategic initiatives.
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WTW
Where we are
We have colleagues all around the world, working remotely or in our offices. Together, we make a difference for clients in over 140 countries and markets, from the Middle East to Latin America, from Manila to New York.
