PARALEGAL

About the role

Be You. Be Bold. Choose Duke.

Responsibilities

• Cook up workflows across legal, investment, engineering and operations teams
• Support the creation, review, and management of internal reports, contracts, agreements, and transactional documents
• Organize and manage the documentation review process from drafting through execution while keeping track of key contractual terms
• Maintain document management systems, ensuring proper organization, data integrity, and version control
• Operate due diligence on investment managers and transactions
• Keep organized records of legal, compliance, and governance documentation (e.g., entity documents, resolutions, signatories, wire instructions, checklists)
• Write and train on policies, procedures, and materials
• Support compliance program activities and related training, including policy adherence and periodic reporting (e.g., employee trading reports)
• Manage and monitor compliance processes (e.g., restricted lists, investment approvals, monitoring/testing)
• Handle KYC/AML due diligence requests related to investments and account/market openings, including coordinating documentation and interfacing with internal teams and counterparties
• Maintain documentation and interact with counterparties (e.g., custodians, prime brokers, outside counsel, regulatory bodies)
• Track key terms, authorizations, and account-related materials
• Coordinate scheduling and logistics for Board and support corporation meetings
• Handle sensitive and confidential information, including PII, in accordance with policies

Qualifications

• Education: Bachelor's degree in related area and/or equivalent combination of relevant education and professional experience. Requires broad general knowledge in the legal and/or medical field. Preferred Associate Degree in NC Paralegal Studies and broad general knowledge in the legal field.
• Experience: Preferred: Two years working in related field

Preferred Qualifications and Skills

• Paralegal certification or equivalent experience preferred
• 2+ years of relevant experience preferred (law firm, financial services, or in-house legal/compliance)
• Strong organization, attention to detail, and analytical skills
• Eloquent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Professionalism and discretion in handling sensitive information
• Proficiency in Microsoft Office and document management systems
• Demonstrated curiosity and willingness to leverage emerging technologies, including AI tools, to improve workflows, enhance efficiency, and support continuous process improvement
• Exposure to investment management or regulatory frameworks (e.g., Investment Advisers Act)
• Experience with derivatives documentation (e.g., ISDAs)
• Familiarity with compliance or corporate governance processes

Benefits

Your total compensation goes beyond the dollars on your paycheck. Duke provides comprehensive and competitive medical and dental care programs, generous retirement benefits, and a wide array of family-friendly and cultural programs to eligible team members. Learn more at: https://hr.duke.edu/benefits/

Pay

Anticipated Pay Range: Duke University provides an annual base salary range for this position as USD $61,535.00 to USD $95,880.00. Duke University considers factors such as (but not limited to) scope and responsibilities of the position; candidate's work experience, education/training, and key skills; internal peer equity; as well as market and organizational considerations when extending an offer.

Schedule

N/A