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Teacher Retirement System of Texas

Investment Legal Specialist

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About this role

         
Investment Legal Specialist


Requisition ID: req1414
Employment Type: Unclassified Regular Full-Time (URF)
Division: IMD Legal & Compliance
Compensation: Depends on Qualification
Job Closing: July 31st at 5:00 PM CST
Location: TRS Headquarters Building 2
1900 Aldrich Street
Austin, Texas, 78723
United States

WHO WE ARE:

Service, Respect, and Connection are core to the individual and collective TRS experience. We know that great service rests on a foundation of relationships that connect us all to an empowering and rewarding career. At TRS, we’re inspired by our community who bring authenticity and commitment to our mission to improve the retirement security of public education employees and retirees throughout Texas.

As a group of achievers, we tap collaboration and innovation to raise the bar in performance, administering and counseling pensions and healthcare benefits to ensure certainty for the future of our members. We invite you to join us, where both personal and career growth are respected and where you can make a difference in our members’ lives every day.


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; assisting 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, providing support to attorneys handling securities class action cases. This position will proactively work with the Legal Services team, IMD staff, and agency employees.

WHAT WILL YOU DO:
Investments Legal and Compliance Support
• Performs work as assigned with multiple attorneys and team legal specialist.
• 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.
• Review 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.
• Assists attorneys in the review and completion of transactional documents, including subscription agreements and nondisclosure agreements.
General Legal Research, Assistance, and Support
• 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.
• Assists in developing and revising department procedures and processes as requested.
Securities Litigation Support
• 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 monitoring deadlines to ensure compliance; coordinating approval requests sent to the Office of the Texas Attorney General.
• Communicates with outside counsel, funder and others; organizing and overseeing case files.
• Prepares monthly activity reports and quarterly summaries for the Board of Trustees.
• Maintaining an accurate database of cases.
• Assists 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.

Performs related work as assigned. 

WHAT WILL YOU BRING:
 
Required Education
• High School Diploma or GED.
 
Required Experience
• 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.
 
Required Registration, Certification, or Licensure
• None.

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

Knowledge, Skills, and Abilities
Knowledge of:
• 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.
Skills in:
• Legal research and analysis and drafting pleadings and other legal documents.
• Reviewing documentation; interpreting and applying complex laws, regulations, rules, and policies; and making decisions based on sound judgment.
• Planning, organizing, and prioritizing work assignments to manage a high-volume workload in a fast-paced and changing environment; and completing detailed work with a high degree of accuracy.
• Analyzing problems and devising effective solutions.
• Completing detailed work with a high degree of accuracy.
• Effective verbal and written communication, and the proper use of grammar, spelling, and punctuation.
• Using 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.
• Using e-billing and matter management software.
Ability to:
• Establish and maintain harmonious working relationships with co-workers, agency staff, and external contacts.
• Work effectively in a professional team environment.

Military Occupational Specialty (MOS) Codes:
Veterans, Reservists or Guardsmen with experience in the Military Occupational Specialty ( https://www.trs.texas.gov/files/trs-military-crosswalk.xlsx ) along with the minimum qualifications listed above may meet the minimum requirements and are highly encouraged to apply. Please contact Talent Acquisition at  [email protected]  with questions or for additional information.

To view all job vacancies, visit www.trs.texas.gov/careers  or www.trs.csod.com/careersite.

For more information, visit www.trs.texas.gov.


Company at a glance

The Teacher Retirement System of Texas (TRS) is responsible for investing funds under its stewardship and for delivering benefits to members as authorized by the Texas Legislature. Our mission is to improve the retirement security of Texas educators by prudently investing and managing trust assets and delivering benefits that make a positive difference in members’ lives. TRS is a defined benefit plan, with retirement benefits determined by a pre-established formula. The trust fund is sustained principally by three sources-contributions by members during their working careers, contributions by the state, and investment revenues. TRS was founded more than 85 years ago and has $225 billion in assets, making it the largest public retirement system in Texas in both membership and assets. It is the 6th largest public pension plan in the U.S. and is among the 20th largest in the world. The agency serves over 2.1 million people, of which over 1 million are public and higher education members and over 400,000 are retirement recipients and beneficiaries.

The Teacher Retirement System of Texas is constantly growing and looking for bright and talented individuals to join several departments, including Pension Services, Investment Management, Health, Organizational Excellence, IT, Legal and Compliance, and many more. TRS employees work in a culture of trust and collaboration and pride themselves in making a profound impact in the lives of Texas public education teachers. Additionally, TRS has the received the Top Workplaces USA award nearly consistently from 2012-2025, which can be attributed to its great leaders and employees. TRS is truly a great place to work and grow.

Founded1937
Team Size1,001-5,000 employees
WorkspaceOn-site
IndustryGovernment Administration
Location
Austin, Texas, United States
Websitetrs.texas.gov
LinkedInLinkedIn

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