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Robert Half Senior Paralegal - Asset Management in Madison, Wisconsin


Robert Half Legal is partnering with an asset management company who's looking to hire a Senior Paralegal with at least 7+ years of experience to join their in-house legal team. This asset management company is headquartered in Madison, WI but this position will be working 100% remotely. This Senior Paralegal should have extensive knowledge of the Investment Advisors Act of 1940, experience with mutual funds, and experience managing all board related responsibilities. Salary for this position is between $100-120K plus 10% bonus and phenomenal benefits. Candidates must be able to travel quarterly to headquarters for quarterly board meetings.

Corporate Paralegal Responsibilities:

  • Draft, review, and EDGARize (through Workiva software) applicable investment company and investment adviser regulatory filings.

  • Coordinate prospectus updates with outside counsel.

  • Coordinate preparation, printing, and filing of investment company annual and semi-annual reports with sub-administrator and the printing fulfillment vendor.

  • Coordinate preparation of NYSE filings for a closed-end fund.

  • Assist with shareholder issues and transfer agent support for investment companies.

  • Assist with Blue Sky filings for investment companies.

  • Coordinate the preparation of investment company Board materials, including, agendas, resolutions, and minutes.

  • Manage in-person and remote Board meetings.

  • Assist with compliance testing program, including the use of Ascendant software and maintenance of Code of Ethics reporting.

  • Assist with corporate governance initiatives, privacy and AML programs, and regulatory filings.

  • Support contract review and documentation processes.

For immediate consideration, please email your resume directly to Justin Rambert, AVP - Permanent Placement at justin . rambert @ robert half com


  • Bachelor Degree required

  • 7+ years of experience as a paralegal

  • Experience in investment management, asset management, mutual funds, or private equity is needed

For immediate consideration, please email your resume directly to Justin Rambert, AVP - Permanent Placement at justin . rambert @ robert half com

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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