What are the responsibilities and job description for the Paralegal position at Loomis, Sayles & Company?
Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $413 billion in assets under management (as of 30 June 2025) for global clients spanning more than 50 countries.
We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.
INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED
About The Team
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:
The Legal & Compliance team is comprised of Attorney’s and Paralegals. The team is responsible for……
We establish and enforce the Code of Ethics to govern certain conduct of Loomis Sayles employees and personal trading in securities. We also send out requests for quarterly and annual certifications, generate SEC filings, and maintain electronic records of the Compliance Program. Our fund governance responsibilities include creating procedures manuals, board meeting materials, distributions to advisers/sub-advisers and certain service providers, and legal administration filings.
About The Role
Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.
INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED
About The Team
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:
The Legal & Compliance team is comprised of Attorney’s and Paralegals. The team is responsible for……
We establish and enforce the Code of Ethics to govern certain conduct of Loomis Sayles employees and personal trading in securities. We also send out requests for quarterly and annual certifications, generate SEC filings, and maintain electronic records of the Compliance Program. Our fund governance responsibilities include creating procedures manuals, board meeting materials, distributions to advisers/sub-advisers and certain service providers, and legal administration filings.
About The Role
- Management of vendor contracts through dedicated legal contract management software; assume responsibility for initial review and negotiation of vendor contracts under supervision of in-house lawyers.
- Act as expert and point of contact for legal contract management software.
- Assist with the drafting and/or review of organizational and corporate governance documents, including articles of incorporation; bylaws; declarations of trust; partnership agreements; operating agreements; agendas, resolutions and minutes for board and committee meetings.
- Assist with the drafting and/or review of US and international regulatory filings.
- Assist with responses to audit, litigation and regulatory investigations and proceedings, including assisting with the drafting, review and coordination of document requests and other filings.
- Assist with the drafting and/or review of policies and procedures and other corporate documents.
- Coordinate and participate in periodic internal committee and/or project meetings, including the preparation of meeting materials; organize and track plans for special projects.
- Assume principal responsibility for shared document management in General Counsel’s office.
- Other tasks/projects as may arise.
- Paralegal experience at law firm or general counsel’s office
- Strong communication skills, both written and verbal
- Ability to complete multiple tasks timely and efficiently
- Strong attention to detail
- Preferred Skills:
- Microsoft Office Suite
- Ironclad Contract Management System
- Diligent Boards
- Dilitrust
- SharePoint
- SEC EDGAR
Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
