Senior Paralegal

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Ultimus Fund Solutions

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

☁️ SaaS

🤝 B2B

💰 Private equity on 2012-07

Finance • SaaS • B2B

Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates.

📋 Description

• Leads the provision of legal administration services for Ultimus’ mutual fund clients. • Prepares client registration statement updates. • Prepares other client SEC filings and forms. • Prepares and distributes client board and committee materials, including agendas, exhibits, reports, and resolutions. • Prepares minutes of client board and committee meetings. • Attends board and committee meetings by telephone or in person to record notes, as needed. • Maintains contractual agreements and corporate governance documents. • Manages regulatory calendars and filing processes. • Assists in the development and oversight of legal administration procedures relating to board meetings, corporate governance, and SEC filings. • Leads and assists with projects, as needed.

🎯 Requirements

• An undergraduate degree from an accredited college or university. • A paralegal certificate from an accredited school, college, or university. • 5+ years of paralegal or legal administration experience in a corporate or law firm environment. • 5+ years of experience with the Investment Company Act of 1940. • Equivalent education and experience will be considered.