Paralegal

About the role

The Paralegal supports the Investments attorneys and professionals in the Real Estate Investments unit, handling complex corporate and real estate transactions. They work closely with internal stakeholders and external counsel to ensure efficient execution and ongoing compliance.

Responsibilities

• Support Corporate Secretary’s Office with quarterly entity reports, entity formation, maintenance, and governance for investment vehicles, including LLCs and partnerships.
• Manage multiple projects independently and under the general supervision of attorneys; meet deadlines and produce quality deliverables.
• Drive scalable process improvements, develop standardization of templates, and contribute to workflow efficiencies across the Real Estate Investments legal function.
• Draft, review, and manage transaction documents such as NDAs, loan documents, digital closing binders, participation certificates, corporate entity documents, digital minute books, and post-closing deliverables as well as maintain trackers, periodic reports, entity libraries, fulfill audit requests, and negotiate routine agreements.
• Support cross-functional efforts with peer Services Team colleagues, attorneys, IT, and business stakeholders to ensure seamless execution of unit and enterprise goals, including training junior paralegals and providing guidance on best practices.

Requirements

• 0–3 years of relevant experience (paralegal, legal assistant, or related role).
• Comfort working with technology-assisted workflows, including documenting steps, validating outputs, and following governance and confidentiality requirements when using automation or AI-enabled tools.
• Highly motivated with excellent communication, organizational and project management skills, attention to detail, and ability to manage competing priorities.
• Ability to work independently and proactively in a fast-paced, evolving environment, with sound judgment and appropriate escalation.

Preferred Qualifications

• Bachelor’s degree or equivalent practical experience.
• Paralegal certificate from an ABA-approved institution or equivalent on-the-job experience, and commissioned notary public preferred.
• Professional experience working with generative AI tools to enhance productivity, with awareness of limitations, need for human review, and importance of confidentiality (e.g., ensure outputs are verified and do not unintentionally disclose sensitive information).
• Internship or experience at law firm, in financial services, insurance, and/or regulated industries; knowledge of commercial real estate lending and/or investment structures.
• Proficiency in Microsoft 365, Litera, Westlaw, LexisNexis; experience in GEMS, iManage, Intralinks, ProDeal, CTAdvantage is a plus.