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Legal Associate - Financial Services

Daley And Associates, LLC
locationBoston, MA, USA
PublishedPublished: 6/14/2022
Legal
Full Time

Job Description

Legal Associate (Contracting & Documentation)
We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in Boston, MA. This role sits within the Legal & Compliance organization and supports the firm’s Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4–5+ years of experience in a legal or contracting role within the financial services industry.

This is a 6-month contract position paying between $42–$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in Boston, MA.

Responsibilities:
• Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements.

• Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals.

• Collaborate with other members of the Legal team in connection with complex contracting and documentation matters.

• Support resolution of complex documentation issues and assist in establishing controls and processes where required.

• Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps.

• Participate in the ongoing development and improvement of legal processes, design, and operational efficiency.

• Provide additional legal and documentation support as needed.

Qualifications:
• Bachelor’s degree in Legal Studies or a related field required.

• 4–5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred.

• Must have experience within the financial services industry; asset management experience is highly preferred.

• Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization.

• Hands-on experience negotiating contracts, including NDAs and exposure to RFPs.

• Strong interest in legal technology, process design, and operational improvement initiatives.

• Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly.

• Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting.

• Ability to work independently while also contributing effectively within a team environment.

• Language skills are a plus but not required.

For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com.

IND123

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