Legal Analyst - Sales and Marketing Legal Review

Loomis Sayles is a performance-driven active asset management company seeking a Legal Analyst for their Sales and Marketing Legal Review. The role involves reviewing advertising and marketing materials for compliance with legal and industry regulations, providing training to marketing groups, and collaborating on policy development.ResponsibilitiesReview of Marketing Presentations and Related MaterialsComprehensive annual review of standardized materials to ensure compliance with firm policy, legal and industry regulationsReview and analyze new content and complex themes for inclusion in one-on-one presentations and other marketing and advertising materialsEnsure that content of such material complies with and is consistent with firm policy and legal requirements and includes required disclosures, footnotes and legendsProvide annual and as-needed training to marketing groups on basic procedures, regulatory and compliance issuesOffer guidance to marketing groups and investment teams for new product material development; assess risks and concerns and communicate them as appropriateCollaborate with marketing groups on the development and refinement of policies and proceduresRequests for Proposal (“RFP”)/Requests for Information (“RFI”)Review customized RFP/RFI responses submitted for approval; edit content as necessaryPrepare quarterly memo to include legal and compliance and other firm updates for posting to our internal databaseReview expired and updated subject matter as appropriateMeet regularly with RFI/RFP writers to review changes to legal and regulatory content and to the review processDetermine process and conduct audit of RFP materials not submitted for legal reviewAdditional ResponsibilitiesLiaise with technology to develop and maintain updates and introduce enhancements to our electronic review systemReview of fact sheets, press releases, website and outside conference materialsReview and audit of website, Apps and social mediaReview of monthly and quarterly market commentaries for use on the website, in annual reports, in client mailings and other distributionCoordinate comments on mutual funds with Compliance at Natixis Distribution LLC, the Distributor of our mutual funds (and parent company)Provide guidance and review of various internal materials, i.e., training presentations, talking points, Q&A'sSkillsBachelors degreePrior sales and marketing review experience preferredExcellent oral and written communications, organizational and time management skills, ability to collaborate with marketing and product groupsAbility to develop strong working relationships with marketing groups and product teams; provide support and training through conversation and frequent meetingsExperience in working under pressure, managing multiple conflicting priorities and meeting deadlines in a fast-paced environmentCompetence in interacting with and influencing business associates at all levels1 - 3+ years experience in legal and/or compliance department of an investment company or in a law firmExcellent judgment and discretionA team playerKnowledge and understanding in the following areas is preferred: Rules and regulations for advertising and marketing investment services and productsStandards for marketing and advertising advisory services based on the Investment Advisors' Act, no-action letters, and other legal authority rulesGIPS rules for one-on-one presentations and advertising/marketing materialsInstitutional investment vehicles including separate accounts, mutual funds, private placements, and alternative investmentsBenefitsComprehensive benefits package designed to support your health, well-being and financial securityCompany OverviewLoomis, Sayles & Company is an investment management firm that offers a variety of products for institutional investor and retail investors. It was founded in 1926, and is headquartered in Boston, Massachusetts, USA, with a workforce of 501-1000 employees. Its website is http://www.loomissayles.com.Company H1B SponsorshipLoomis, Sayles & Company has a track record of offering H1B sponsorships, with 7 in 2025, 5 in 2024, 4 in 2023, 13 in 2022, 7 in 2021, 6 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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