Investment Legal Specialist

About the role

The Legal Investments Specialist, Securities Litigation is responsible for providing legal research and support work. The incumbent will provide general legal research, assistance, and support; assist with the internal matter management and electronic invoicing system (Legal Tracker), travel and meeting requests, and other general administrative support as needed; and if requested, provide support to attorneys handling securities class action cases.

Responsibilities

• Performs work as assigned with multiple attorneys and team legal specialists.
• Manages numerous deliverable requests requiring coordination with multiple internal and external parties including TRS employees in other divisions and external counsel.
• Manages process for non-disclosure agreements and non-reliance letters reviewed by external counsel.
• Compiles, enters, and organizes data for periodic reporting purposes.
• Prepares, formats, and edits PowerPoint presentations, memoranda, meeting invitations and agendas, assignment logs, minutes, and other team, committee or board reports.
• Reviews policies and procedures, creating processes consistent with such parameters.
• Manages the internal matter management and electronic invoicing system (Legal Tracker), including maintaining daily updates on transactional matters and creating bi-weekly and quarterly reports.
• Manages travel arrangements and conference registrations via Concur software program if requested.
• Affords assistance to attorneys in the review and completion of transactional documents, including subscription agreements and nondisclosure agreements.
• Conducts comprehensive legal research on a wide variety of subjects using electronic and paper sources such as online services, statutes, case law, administrative records, opinions, articles, professional journals, dissertations, and abstracts.
• Assists in implementing system-wide records retention schedule(s), including annual dispositions (“purges”).
• Prepares and delivers abstracts and summaries of research.
• Compiles and organizes data and prepares periodic and ad hoc reports.
• Aids in developing and revising department procedures and processes as requested.
• Provides support to Investment Attorneys in handling securities class action cases.
• Manages securities class actions and other investment-related litigation matters, including preparation of trading reports for loss estimates.
• Tracks cases and monitors deadlines to ensure compliance; coordinates approval requests sent to the Office of the Texas Attorney General.
• Communicates with outside counsel, funders, and others; organizes and oversees case files.
• Prepares monthly activity reports and quarterly summaries for the Board of Trustees.
• Maintains an accurate database of cases.
• Affords assistance to counsel with coordination of the responses to service of subpoenas, notices of deposition and other legal documents.
• Performs other general support tasks such as management of legal holds, document collection and other discovery projects, and other tasks as needed.

Requirements

• High School Diploma or GED.
• Four (4) years of full-time directly related, progressively responsible experience as a legal assistant, paralegal or related experience.
• An associates degree in a closely related field may be substituted on an equivalent year-for-year basis.

Qualifications

• Completion of a program in paralegal studies.
• Experience supporting securities class action cases.

Skills

• Applies experience and working knowledge to perform business support tasks and or perform technical and paraprofessional tasks to address tactical business problems.
• Uses problem-solving skills from work experience and applies these skills to routine situations.
• Has working-level skills and abilities, but is still learning the more complex, methods, techniques and approaches.
• Applies knowledge of legal research and analysis and drafting pleadings and other legal documents.
• Reviews documentation; interprets and applies complex laws, regulations, rules, and policies; and makes decisions based on sound judgment.
• Plans, organizes, and prioritizes work assignments to manage a high-volume workload in a fast-paced and changing environment; and completes detailed work with a high degree of accuracy.
• Completes detailed work with a high degree of accuracy.
• Effective verbal and written communication, and the proper use of grammar, spelling, and punctuation.
• Uses a computer in a Windows environment with word processing, spreadsheet, database, image files, and other business software to prepare correspondence, spreadsheets, reports, and other documents.
• Uses e-billing and matter management software.

Ability

• Establishes and maintains harmonious working relationships with co-workers, agency staff, and external contacts.
• Works effectively in a professional team environment.