Abrdn

40 Act Paralegal

Philadelphia

Sponsorship not specifiedDetected 14 days ago

Product ManagementExcelProcess ImprovementCorporate LawPLCLeadershipCommunicationMicrosoft Office

About the role

Strengthening talent and culture is one of our strategic priorities.
As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii).
Each division is dedicated to meeting and adapting to our clients' evolving needs.

Works closely with senior members of the Product Governance team to update fund disclosure and to organize, track and maintain disclosure updates.
Maintains fund files and retrieves requests for fund documentation, as needed.
Global Linkage - works with colleagues globally to advise and support improvements in product governance in the Americas.
Process - continual process optimization to deliver governance objectives in a timely and efficient manner.
Leadership - inclusive with a passion and drive for excellence
Our strategic drivers are the foundations from which we deliver for all our stakeholders: High Impact Intelligence, Enduring Relationships, Connections without borders and Future fit.
We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone.
We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

4-year College Degree.
Minimum 2+ years' experience in the mutual fund or financial services industry.
High level of proficiency with Microsoft Word and Excel.
Less than 5% travel required.
Overtime as required by certain projects.
Has a solid understanding of U.S. registered funds (open-end funds, ETFs or closed-end funds), securities laws and regulations, and familiarity with some concepts of the Investment Company Act of 1940 ("1940 Act").
A resilient work ethic, including the ability to manage multiple responsibilities simultaneously, meet deadlines in a fast-paced environment, and remain nimble when priorities change.
Strong sense of ownership and accountability.
Close attention to detail and strong analytical skills.
Curiosity and drive to learn.
Ethical nature, with the highest standards of integrity, tact, and discretion.
Excellent verbal and written communication skills.
Minimum of 3 days a week in the Philadelphia office.

Assists with closings of fund capital structures (leverage/preferred shares/overdraft facilities), as needed.
Legal or paralegal background preferred.
Experience at a law firm a plus.
Experience with DocuBuilder a plus.

Make a donation to your favorite Charity and Aberdeen will match up to $500 per year!

Best in class Medical, Dental, and Vision plans with well-known carriers
Telehealth and Health Concierge services.
Health, Dependent and Commuter Flexible Spending Plans.
Employer provided Life Insurance, Critical Illness Insurance, Short Term and Long-Term disability with additional optional coverage options.
Investing for your Future - 401(k) Retirement Savings plan with top notch company Profit Sharing contribution which is immediately vested!
Generous time off starting day one with 4+ weeks annual vacation plus 9 paid holidays.
Paid Parental, Adoption, and Family Sick/Caregiver leave programs.
From helping you navigate the healthcare system, to providing resources and assistance to parents and caregivers of children with development disabilities.
Flexible, voluntary benefits including Accident Insurance, Identity Protection, and Legal Assistance.
Wellness program including Nutritional Counselling and Gym Membership Reimbursements.
If you need assistance or a reasonable adjustment due to a disability please let us know as part of your application and we will assist.
If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.

Aberdeen Investments is part of Aberdeen Group plc, one of the UK's leading Wealth & Investments groups.
We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent.
Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society.
We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent.
In the Americas, our sole focus is on the investments business.
We have offices in Philadelphia, New York, Boston, Miami, and Sao Paolo.
Our breadth of experience gives us close proximity to the companies we invest in and the markets we operate in.
The Global Product team's mission is to work in partnership across internal and external networks to create and maintain an innovative, diverse product and solutions suite.
The client is at the heart of all we do as a Product team, ensuring adequate framework facilitates the launch and ongoing management of the global product range.
Product Governance represents the client voice within the organization.
This function ensures that all products and related vehicles ("Aberdeen Products") are supported by appropriate legal, regulatory, and contractual documentation.

This listing is sourced directly from Abrdn's careers page and normalized into a canonical job model.