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 other post-closing deliverables, distributing them to appropriate parties.
• Draft shareholder and board consents.
• Formulate and incorporate entities, including drafting 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.
• Draft and file amendment certificates for corporations or limited liability companies.
• 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 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.
• 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 professionally and courteously with clients and employees at all times.
• Excellent organizational, time-management, and prioritization skills.
• Collaborative and adaptable within a team setting.
• Efficient and accurate production of work, producing high-quality final products.
• Good judgment, making sound and practical decisions.
• Professional integrity, maintaining confidentiality and building 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 relationships by quickly responding 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.
• Communicates messages clearly, concisely, and confidently, adapting to the needs and preferences of others.
• Superior service to all internal and external customers and effective communication.