Join to apply for the Junior Paralegal role at Loomis, Sayles & Company 1 day ago Be among the first 25 applicants Join to apply for the Junior Paralegal role at Loomis, Sayles & Company Get AI-powered advice on this job and more exclusive features. 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 Role 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: This is a junior paralegal replacement position within the Legal and Compliance Department and will report to the Senior Legal and Compliance Manager and the Director of Proxy Voting. The role will have primary responsibility for supporting senior members of the Legal Reporting and Proxy Voting teams, with investment company client reporting, while also having responsibility for the provision of client reporting to one or several assigned clients. The junior paralegal will have contact with many functional areas within Loomis Sayles, the firm’s sub-advisory client base and proxy voting function. In addition, the position will assist other members of the Legal and Compliance Department in carrying out the Department’s support function for the firm, as necessary. Job Responsibilities Legal Reporting Assist in the completion of monthly and quarterly compliance reports and certifications for client accounts, as applicable, including reporting on investment company regulatory requirements, firm policy and procedure updates, liquidity, Code of Ethics changes and violations, firm personnel changes, brokerage commissions and soft dollar usage and regulatory and litigation involvement Assist in the completion of annual 15c, due diligence and 38a-1 responses for clients, including responses for the topics referred to above, as well as working with senior members of the team to obtain profitability data, investment product descriptions and current firm processes, practices and procedures using the firm’s compliance manual, Form ADV and proprietary databases as resources As assigned, complete ad hoc responses for client requests, such as liquidity risk management, cybersecurity and business continuity questionnaires, and related topics of interest to investment company trustees or which have been the focus of SEC attention Coordinate the internal review of investment company prospectuses, SAIs, supplements and portfolio of investments Collaborate with internal groups, including investment teams, compliance, trading, client service and relationship management, on a variety of client matters Proxy Voting Review shareholder meeting agenda proposals and applicable vendor research in order to make vote determinations in accordance with the firm’s proxy voting policy Coordinate and communicate with the firm’s Director of Proxy Voting on proxy related questions Using the firm’s voting agent voting platform, enter votes on behalf of clients Review and maintain proxy voting databases through coordination with internal and external parties Prepare and review client and N-PX voting history reports Additional responsibilities as assigned by the firm’s Director of Proxy Voting Qualifications & Education Requirements 2 years of work experience, investment industry experience and/or 1940 Act mutual fund experience a plus Bachelor’s degree or equivalent professional experience Formal paralegal educational training a plus, but not required Ability to work in a group setting, as well as independently, on a number of projects simultaneously Excellent oral and written communication, organizational and time management skills and a client-friendly and team-oriented attitude Ability to meet client-driven and regulatory deadlines, including the ability to work extended hours when needed EEOC and Diversity Statement 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. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Legal Referrals increase your chances of interviewing at Loomis, Sayles & Company by 2x Sign in to set job alerts for “Paralegal” roles. 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