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 other post-closing deliverables.
• Distribute these documents 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.
• Utilize SimplyAgree and DocuSign regularly in this role.

ESSENTIAL JOB FUNCTIONS

• Show 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.
• Show familiarity and experience with adopting legal AI and demonstrate the ability to learn and implement new AI.

MINIMUM REQUIREMENTS

• Minimum of 5 years relevant experience, with a significant focus on M&A transactions.
• A bachelor's degree or a 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.
• Excellent organizational, time-management, and prioritization skills.
• Collaborative and adaptable work style.
• Strong communication and analytical skills.
• Reliability and commitment to delivering on commitments.
• Ability to communicate clearly and confidently, adapting to the needs and preferences of others.
• Proven success in a fast-paced, continually changing environment.
• Ability to independently handle all key duties without supervision.

PAY AND BENEFITS

• Compensation commensurate with skill and experience.
• Expected compensation ranges for this position vary 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 program, and more.