Business Trainee
Core
Support global Legal Teams in regulatory compliance, document management, and fund disclosure for investment funds.
Role type
Junior Legal Operations Associate (Trainee)
Builds
Fund disclosure documents, board materials, and legal compliance filings
Domain
Financial Services / Investment Management / Legal Compliance
Required skills
Legal research, critical thinking, analytical skills, attention to detail, MS Office proficiency, database management, written and verbal communication
Preferred skills
Knowledge of financial products
Responsibilities
Assist in responding to Legal Subpoenas, IRS Summons, and DOJ notices; Assist Legal Analysts on annual updates to fund disclosure documents; File Monthly and Quarterly updates and Interval Fund Tender Offer forms; Build out board books, agendas, and pre/post board materials; Monitor and update Legal item calendars daily; Assist in gathering and disclosing portfolio manager fund holdings and assets.
Seniority
Entry-level, Trainee