Senior Paralegal - Financial Services

Senior Paralegal - Financial Services - Boston, MA

We are seeking a Senior Paralegal to join a highly successful investment management firm in Boston, MA. This role sits within the Legal & Compliance Global Delivery and Enablement team and supports contracting and documentation initiatives related to client platform activities. The Senior Paralegal will be responsible for drafting, reviewing, and negotiating a range of agreements, while also contributing to process improvements and the development of technology-enabled solutions - including AI-driven tools - to enhance contracting efficiency and scalability. The ideal candidate will bring 4+ years of paralegal and contract experience within an asset management or financial services environment, along with strong attention to detail, sound judgment, and the ability to operate effectively in a fast-paced, collaborative setting.

This is a 6-month contract position that will pay $40-48/hr (depending on experience). This position supports a hybrid work model, onsite 4 days per week in their Boston office. 

Responsibilities:

• Draft, review, and negotiate investment management agreements, amendments, ancillary documents, RFP responses, and non-disclosure agreements

• Serve as a primary point of contact for advisory legal teams, business development, and relationship management partners

• Collaborate with legal team members to support contracting and documentation efforts

• Assist with complex documentation issues and help establish appropriate controls and processes

• Support the development and implementation of legal technology solutions, including AI tools and Microsoft Power Platform applications

• Contribute to the continuous improvement of legal processes, workflow design, and operational efficiency

Qualifications:

• Bachelor’s degree in Legal Studies or a related field is required

• 4 - 5+ years of paralegal or contracting experience

• Financial services industry experience required (asset management strongly preferred)

• Experience supporting legal or contracting functions within an asset manager, financial institution, or large corporate environment

• Familiarity with legal technology applications and process improvement initiatives

• Strong business judgment, collaboration, and risk awareness

• Excellent written and verbal communication skills with the ability to distill complex concepts clearly

• Ability to work both independently and collaboratively in a fast-paced environment

• Additional language skills are a plus, but not required

If you are interested in learning more about this opportunity, please email your resume to Lydia at Lsinger@daleyaa.com. 

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