Job Title: Corporate Paralegal

Employer: Boyd Watterson Asset Management

Location:  Cleveland, OH       

 

Boyd Watterson is a fast-growing company that focuses on sustaining our collegial culture as it expands.  Honesty and integrity are fundamental to our character and relationships.  Our managers are dedicated to being available and attentively listening to employees. 

 

The Opportunity

Our Legal and Compliance Department is searching for a full-time Corporate Paralegal for our headquarters located in downtown Cleveland, Ohio.  This employee will report to the General Counsel/Chief Compliance Officer in the Cleveland, Ohio office and will support and assist the attorneys in Boyd Watterson’s legal/compliance department.  All candidates should be experienced in supporting the day-to-day operations of a legal and/or compliance department.  Financial industry knowledge is preferred. 

 

Company Overview

Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in fixed income, real estate, and equities. We deliver investment solutions tailored to meet the needs of Taft-Hartley funds, foundations and endowments, religious organizations, public entities, corporations, insurance companies, and advisory channel clients.

 Our fixed income investment strategies range from short-term to liability-driven investing and high-quality to high yield.  Our real estate strategies are derived from our specialized capabilities in acquiring and managing real estate leased to the US General Services Administration (GSA), which houses key federal agencies nationwide.  We offer separately managed accounts, mutual funds, sub-advisory services, and bespoke solutions.

 

Major Duties and Responsibilities:

Support and assist the attorneys in Boyd Watterson’s Legal/Compliance Department with various tasks, including (without limitation): 

  • Preparation, processing and maintenance of regulatory filings

  • Intake, review and processing of investor subscriptions

  • Maintenance of compliance and risk management system

  • Contract review and management

  • Maintenance of investment entities

  • Maintenance of company records and documents

  • Legal research

  • Assistance with presentations and training

  • Additional duties as assigned

 

Required Education and Experience:

  • Bachelor’s Degree or Associates Degree in Paralegal Studies

  • Five or more years of corporate legal department experience at a law firm, financial industry firm and/or in an in-house company legal department  

  • Proficient in Microsoft Office

  • Obligation to maintain confidentiality

  • Work productively and meet challenging work goals

  • Strong verbal and written communication skills

 

Boyd Watterson offers a competitive compensation package.  Our benefits include Medical, Dental & Vision Plans, Life Insurance, Health Savings Accounts, Flexible Spending Accounts, 401(k) plus match, Paid Time Off (PTO) and Holidays. 

 

Interested candidates can forward resumes and cover letter to careers@boydwatterson.com