Public Finance Paralegal

Position Summary

The Public Finance Paralegal will support attorneys through all phases of public finance transactions, including taxable and tax-exempt financings for governmental entities, authorities, and special districts. The paralegal will manage or help create procedures for large, complex transactions; manage closing rooms; coordinate workflows; track, obtain, and organize pre- and post-closing documents; and ensure accurate and timely execution of all transaction materials. Flexibility to work overtime is required during peak transaction periods.

Key Responsibilities

• Drafts, revises, formats, and organizes documents for public finance transactions, including resolutions, trust indentures, supplemental indentures, loan agreements, closing certificates, and offering documents.
• Prepares multiple red lines, incorporates comments from attorneys and working group members, and updates documents based on global changes, inserts, and protocols.
• Duplicates (“dupes”) documents and bond forms; applies required revisions to reflect current bond issues; creates and formats bond certificates.
• Copies and formats requisition forms into standalone documents and inserts final figures into financial schedules such as Supplemental Trust Indentures.
• Sends requested documents from various case-management systems and responds promptly to document requests.
• Prepares DTCC BLOR forms for new issuers and coordinates signature collection.
• Prepares closing documents after all comments are received, including PDF conversion, signatory designation, and individualized signature packets (often 25+ PDFs per closing) following strict protocols.
• Collects executed signature pages, assembles complete final documents, scans, labels, and saves them for distribution and transcript preparation.
• Prints, tabs, and routes bond certificates for signature by required officers and coordinates delivery to trustees.
• Saves all closing documents to the case-management system and tracks materials for inclusion in transcripts.
• Distributes preliminary transcript links pre-closing and final transcript links post-closing to designated working group members.
• Informs supervising attorneys of outstanding items needed to close and ensures all closing requirements are met.
• Sends CUSIPs and BLOR to DTCC for approval, including submissions for first-time issuers.
• Sets up and files post-issuance documentation with state and federal agencies and repositories.
• Sets up and files tax documentation to the tax department for post-closing review.
• Adds recorded documents to transcripts and updates the SDS closed-matter list.
• Gathers, organizes, and summarizes diligence materials, including financial, legal, and property-related documents.
• Manages diligence sites, tracks all uploaded and outstanding materials, and participates in diligence calls.
• Reviews title, survey, lien searches, and litigation search results under attorney supervision.
• Orders good standings, certified organizational records, and other corporate documents as needed.
• Communicates professionally with attorneys, clients, underwriters, trustees, disclosure counsel, and other transaction participants regarding document status, execution logistics, and closing timelines.
• Follows up on critical administrative logistics, including locating delayed or missing UPS packages.

Qualifications

• Ability to communicate professionally with all levels of personnel, including attorneys, clients, and support staff.
• Proactive self-starter with strong initiative and the ability to understand detailed tasks within a larger transactional context.
• Exceptional attention to detail and ability to learn new technology quickly.
• Strong client service orientation; able to manage multiple matters independently and efficiently.
• Flexibility to respond quickly to shifting priorities and urgent deadlines.
• Strong organizational skills and ability to work under pressure to meet strict timelines.
• Able to excel in a collaborative team environment and contribute to shared goals.
• Strong verbal and written communication skills; willingness to ask questions and seek clarification as needed.

Education & Prior Experience

• Minimum of 10 years of transactional paralegal experience required.
• Bachelor’s degree from an accredited institution preferred.
• Paralegal certificate from an ABA-approved program preferred.
• Public finance and real estate experience are strongly preferred.
• Experience with title and survey review preferred.

Technology Proficiency

• With Microsoft Word, Excel, Outlook, and Windows-based systems required.
• Strong Adobe Acrobat skills.
• Familiarity with video conferencing platforms and file-sharing/document management systems.