Mutual Opportunities
Mutual Fund Legal Consultant
Boston, Massachusetts; Springfield, Massachusetts
Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!
Overview
A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.
We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.
“Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we’re a company of people helping people in their time of need, and that spirit extends to the culture we’ve built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.”
Job Description
Mutual Fund Legal Consultant
Full-Time - Hybrid (3 days onsite/week)
Springfield, MA or Boston, MA
The Opportunity
We are seeking an experienced professional to join our mutual fund legal team and become an integral member of MassMutual’s Legal Department. This is an excellent opportunity to be part of a growing business by providing legal support for MassMutual’s investment platform. This individual will help support an over $40 billion proprietary mutual fund complex and interact with internal clients, third-party service providers, as well as outside mutual fund board members.
The Impact
Do you choose the appropriate message and medium for the situation and audience? Are you someone who can find the resources to get the job done? Do you demonstrate strong business specific knowledge? If so, this opportunity may be right for you!
Your day to day would include and is not limited to:
- Perform a variety of basic and increasingly complex and/or advanced work for SEC registered mutual funds under the general guidance of an attorney.
- Assist attorneys and other legal specialists on the team in the preparation of various disclosure documents, such as mutual fund prospectuses, Statements of Additional Information, Part Cs, and mutual fund information statement and proxy materials.
- Mentor and help to supervise junior legal specialists on the team.
- Manage and update mutual fund prospectus disclosure. Work with financial printer to file electronic filings with the U.S. Securities and Exchange Commission’s EDGAR database.
- Assist attorneys in the preparation of mutual fund board books and supporting fund governance materials. Prepares agendas and materials for board of trustees’ meetings.
- Become proficient at using and maintaining on-line board book and document management system.
- Coordinate the review and editing of mutual fund annual and semiannual reports.
- Leads the process of interacting with clients and working team members to distribute draft documents for review and to coordinate receipt and reconciliation of client comments on distributions.
- Compose drafts of memoranda and other communications for clients and attorneys.
- Independently prepare and maintain compliance calendars for ongoing and anticipated projects, including regulatory filings and annual board approval items.
- Assist attorneys by being the key point of contact for various vendor relationships.
The Minimum Qualifications
- Bachelors’ degree or Paralegal Certificate
- 5+ years of experience providing legal support to SEC registered mutual funds
The Ideal Qualifications
- 7 + years of experience providing legal support to SEC registered mutual funds
- Proficient in Microsoft Office Suite
- Strong written and verbal communications skills
- Able to multitask, embrace change and manage well under pressure
- Operates with a high level of confidentiality as it relates to client and firm
- Experienced with project management, working collaboratively in a team environment
What to Expect as Part of MassMutual and the Team
- Regular meetings with the team
- Focused one-on-one meetings with your manager
- Access to mentorship opportunities
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-ST1
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Salary Range: $92,800.00-$121,800.00
Hiring Process
Explore
Explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network.
Apply
Click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter, which, due to the volume of applications received, may take some time as we carefully consider each application.
Screen
After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.
Interview
If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team.
Offer
If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.
Hire
If you accept the offer, we will be so excited to welcome you to the MassMutual community!
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
By the numbers*
- 88% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say they feel encouraged to bring forth new ideas - 86% of employee respondents say MassMutual cares about and supports the well-being of their employees
*Source: 2024 MassMutual employee engagement survey
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.
We strive to embrace diversity in every sense, focusing on building a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below. Benefit details can be found here.
Why MassMutual?
Kevin
Compliance Consultant
Seth
Service Management Consultant
Kymberly
Head of Experience Journey Mapping
where we work
Springfield Office
1295 State Street, Springfield, MA
Boston Office
10 Fan Pier Blvd, Boston, MA
New York Office
2 Park Ave,
New York, NY
Virtual
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