Paralegal (40-Act Registered Funds)

We are seeking an experienced asset management paralegal with expertise in 1940 Act-registered investment companies, particularly open-end funds (mutual funds). Experience supporting closed-end funds, separately managed accounts (SMAs), and commercial contracts is a plus. In this role, you will play a key part in supporting fund formation, registration, regulatory filings, governance, contract management, and corporate record maintenance. You will collaborate with attorneys, fellow paralegals, outside counsel, and cross-functional business partners to support business growth, help mitigate legal and regulatory risk, and serve a global client base. This is an exciting opportunity to join a growing legal team at an established firm with a strong track record and continued expansion across products, businesses, and geographies.

• Conduct legal and regulatory research related to 1940 Act funds and other asset management matters
• Support the preparation, review, and filing of registration statements for open-end and closed-end funds
• Assist with the preparation, drafting, and filing of SEC filings via EDGAR
• Coordinate regulatory filings and related communications with the SEC
• Prepare and compile board and committee materials, including annual 15(c) materials
• Support the drafting, review, and maintenance of SMA agreements and other commercial contracts
• Draft, update, and maintain organizational and governance documents
• Maintain corporate and fund records, including minutes and related documentation
• Partner with internal stakeholders to support outside counsel and vendor billing workflows
• Respond to requests for information from internal stakeholders and business partners
• Maintain department resources, trackers, and reference materials
• Support special projects and other legal and regulatory initiatives, as needed

• 3-5+ years of paralegal experience in asset management, investment management, or financial services
• Demonstrated experience supporting 1940 Act-registered funds
• Experience with SEC filings and EDGAR
• Exceptional attention to detail and strong organizational skills
• Strong written and verbal communication skills
• A collaborative, proactive, and solutions-oriented approach
• Sound judgment, professionalism, and discretion in handling confidential matters
• Ability to manage multiple priorities and perform effectively in a deadline-driven environment
• Strong problem-solving skills, resourcefulness, and ability to work independently
• Proficiency in Microsoft Office; familiarity with Box, Command CAPS, Concur, Diligent, and/or BoardVantage is a plus
• Bachelor’s degree required; paralegal certificate preferred

Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture.

• Principles-Based - We empower our leaders to create an environment of trust.
• Performance-Oriented - We inspire our people to embody our values, excellence, responsibility, transparency & collaboration.
• Purpose-Driven - We instill a passion for always putting our clients' interests first. 

We have been ranked #1 in Barron’s Best Fund Families for 2024 and have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.

Compensation Information: Annual base salary for this role is $90,000 - $110,000. Salary is estimated for this role. Actual pay may be different.

Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance. 

Benefits: Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visit Careers | Lord Abbett

Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant’s relevant experience, skills and qualifications.

Important notice to Search Firms - Please Read Carefully

Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (“Search Firms”) for employment opportunities. All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company. In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company. To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.