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 according to all applicable laws and regulations.
• Oversee the preparation of electronic closing sets and binders, and distribute them to appropriate parties.
• Draft shareholder and board consents.
• Formulate organizational, incorporation, and formation documents like Articles of Organization, Operating Agreements, Consents, and qualification documents.
• 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.
• Show initiative to stay informed of developments in the paralegal industry and share such information.
• Familiarity and experience with adopting legal AI.
• 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.
• 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.
• Excellent organizational, time-management, and prioritization skills.
• Ability to work collaboratively within a team and adapt to changing business demands.
• 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 and respond quickly to needs.
• Reliability and delivery on commitments.
• 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.
• Clear, concise, and confident communication skills.
• Superior service to all internal and external customers.

Compensation 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.