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 applicable laws and regulations.
• Oversee the preparation of electronic closing sets and binders, and distribute to appropriate parties.
• Draft shareholder and board consents.
• Formulate organizational, incorporation, and formation documents such as Articles of Organization, Operating Agreements, Consents, and qualification documents.
• Conduct name availability searches and reserve entity names, if required.
• 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.
• Exercise 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 informally or in the context of firm-sponsored CLEs and other in-house training efforts.
• Familiarity and experience with adopting legal AI and ability to learn and implement new AI preferred.
• Meet billable hour requirement of 1500 hours per year.

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.
• Significant, substantive legal-related experience may be considered in lieu of formal education at the discretion of the SBU Managing Director.

Other Desired Qualifications

• Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.
• Ability to successfully perform position requirements with excellent organizational, time-management, and prioritization skills required.
• Ability to work collaboratively within a team; ability and willingness to adapt to changing business demands.
• Ability to produce acceptable amount of work efficiently and accurately; ability to produce quality final work product.
• Ability to exercise good judgment at all times by making sound and practical decisions; ability to assume responsibility for decisions and act decisively under deadlines.
• High level of professional integrity required; ability to maintain confidentiality and build trust.
• Strong oral and written communication skills.
• Ability to prioritize workflow and manage time.
• Strong computer skills, including experience with Microsoft Word, Outlook, PowerPoint, and Excel.
• Ability to build strong client relations by quickly responding to needs.
• Excellent communication, analytical, and organizational skills.
• Proven success working in a fast-paced, continually changing environment.
• Ability to independently handle all key duties without supervision of another Paralegal or Senior Paralegal.
• Communicates messages in a clear, concise, and confident manner, adapting to the needs and preferences of others.
• Ability to deliver superior service to all internal and external customers and communicate effectively.

Pay and Benefits

Employees are entitled to compensation commensurate with skill and experience. The exact compensation will vary based on skills, experience, location, and other factors permitted by law. The expected compensation ranges for this position are as follows:

• State of Colorado: $75,000 - $119,000
• State of Illinois: $64,000 - $125,000
• State of Maryland: $73,000 - $107,000
• Massachusetts: $85,000 - $130,000
• State of Minnesota: $75,000 - $111,000
• Jersey City, NJ: $78,000 - $114,000
• State of New York: $66,000 - $125,000
• State of Washington: $88,000 - $134,000
• Washington, DC: $94,000 - $138,000

The above salary does not include a discretionary bonus, however bonus opportunities are non-guaranteed, and are dependent upon individual and firm performance.

Full-time employees receive benefits including: medical and dental coverage; life insurance; short-term and long-term disability insurance; pre-tax flexible spending account for certain medical and dependent care expenses; an employee assistance program; Paid Time Off; paid holidays; participation in a retirement plan program after meeting eligibility requirements; and more.