Investment Management Paralegal

About the role

We are seeking a highly organized and motivated Investment Management Paralegal to support attorneys and the investment management team on corporate, transactional, private investment, and fund-related matters. This is an early-career opportunity for a paralegal with some relevant experience who is looking to build and expand their knowledge of investment management and transactional matters. The ideal candidate will have a solid foundation in paralegal work, strong attention to detail, and an interest in developing expertise in corporate and investment-related transactions. The role will involve working closely with attorneys and other team members and will provide opportunities to take on increasing responsibility as experience develops.

Responsibilities

• Support attorneys on investment management and private investment transactions, including private fund formations, investments, acquisitions, and related corporate and transactional matters, as well as private equity, venture capital, hedge fund, and mergers and acquisitions matters.
• Manage the preparation and maintenance of corporate and transactional documentation, including organizational documents, resolutions, consents, certificates, agreements, signature pages, schedules, and closing documents, in accordance with attorney direction.
• Support private fund formations and investment transactions by preparing and coordinating subscription agreements, investor questionnaires, side letters, transfer documentation, and other investor and fund-related materials.
• Prepare and coordinate securities and regulatory filings, including Form D, Blue Sky, SEC, UCC, and other federal and state filings; submit filings through EDGAR and applicable state systems; and monitor filing requirements, confirmations, and deadlines.
• Handle entity formation and maintenance matters for corporations, limited liability companies, limited partnerships, and other legal entities, including preparing formation and qualification documents, obtaining required certificates and records, and maintaining organizational records.
• Conduct and coordinate corporate and transactional due diligence, including reviewing and organizing diligence materials, maintaining diligence checklists and data rooms, conducting corporate and lien searches, tracking outstanding items, and preparing diligence summaries for attorney review.
• Support transactional closings by preparing and maintaining closing checklists, coordinating execution and signature pages, tracking closing conditions and deliverables, organizing transaction documents, and compiling final closing sets and post-closing materials.