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 accordance with all state, local, and federal laws and regulations.
• Oversee the preparation of electronic closing sets and binders and other post-closing deliverables, distributing 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 ID Numbers.
• Draft subscription agreements, stock certificates, stock powers, and related documents.
• Coordinate projects with various service companies, using SimplyAgree and DocuSign.

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 go above and beyond to ensure growth of the Corporate M&A and Securities Paralegal Team by sharing 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 degree in a relevant field, preferably an Associate's degree or a Paralegal Certificate.

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 work style.
• Strong communication and analytical skills.
• Reliability and commitment to delivering on commitments.
• Ability to handle all key duties independently without supervision.
• Clear, concise, and confident communication skills.
• Proven success working in a fast-paced, continually changing environment.

PAY AND BENEFITS

Compensation is commensurate with skill and experience, with ranges varying by state. The Firm offers a comprehensive benefits package including 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 to allow individuals with disabilities to apply for and/or perform the essential functions of a position. Please reach out to our HR team to request an accommodation. Please include a cover letter and resume when applying. The Firm is an Equal Opportunity Employer.