Paralegal - Corporate, M&A, & Securities

SCOPE OF RESPONSIBILITIES

• Aid in the preparation and drafting of merger or purchase agreements and related ancillary agreements.
• Create and conduct research related to transactions and filings, such as UCC searches.
• Manage virtual data rooms.
• Analyze and organize records and documents.
• Prepare withdrawal and qualification documents in compliance with all laws and regulations.
• Oversee the preparation of electronic closing sets and binders, and distribute to relevant parties.
• Draft shareholder and board consents.
• Formulate organizational, incorporation, and formation documents like Articles of Organization, Operating Agreements, and Consents.
• Conduct name availability searches and reserve entity names, if needed.
• Prepare SS-4 forms and apply for Employer Identification Numbers.
• Draft subscription agreements, stock certificates, stock powers, and related documents.
• Coordinate projects with various service companies, using SimplyAgree and DocuSign.

ESSENTIAL JOB FUNCTIONS

• Significant client management experience.
• Exercise significant independent judgment and discretion in managing client team activities.
• Use independent judgment in the efficient and cost-effective use of practice support, databases, and other technology.
• Show initiative to stay informed of developments in the paralegal industry and share such information.
• Familiarity and experience with adopting legal AI and ability to learn and implement new AI.

MINIMUM REQUIREMENTS

• Minimum of 5 years relevant experience, with a significant focus on M&A transactions.
• Associate’s degree required; Bachelor’s degree or Paralegal Certificate preferred.
• Substantive legal-related experience may be considered in lieu of formal education at the discretion of the SBU Managing Director.

OTHER DESIRED QUALIFICATIONS

• Professional appearance and interaction with clients and employees.
• Organizational, time-management, and prioritization skills.
• Teamwork, collaboration, client service, and innovation skills.
• Good judgment and decision-making abilities.
• Professional integrity and confidentiality.
• Strong communication skills, both oral and written.
• Ability to prioritize workflow and manage time.
• Strong computer skills, including Microsoft Office applications.
• Building strong client relations and delivering superior service.
• Reliability and commitment to meeting commitments.
• Excellent communication, analytical, and organizational skills.
• Success in a fast-paced, constantly changing environment.
• Independence in handling key duties without supervision.
• Clear, concise, and confident communication.
• Superior service to all internal and external customers.

PAY AND BENEFITS

Compensation is commensurate with skill and experience, with ranges varying by state. Benefits include medical and dental coverage, life insurance, short-term and long-term disability insurance, a flexible spending account, an employee assistance program, paid time off, paid holidays, participation in a retirement plan, and more. The firm provides reasonable accommodations as necessary for individuals with disabilities.