Senior Corporate & Investment Management Paralegal

About Aquarian Aquarian Holdings ("Aquarian") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance Holdings acquires and operates insurance companies with a focus on life and annuity underwriting, deploying strategies to grow balance sheet profitability by writing new insurance/reinsurance, improving investment income, and optimizing operations. After launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, Aquarian helped the company grow with expanded product offerings and distribution channels, building on its 60-year track record of exceptional client service. Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company in 2021 and Somerset Re in 2022. Aquarian Investments complements the insurance operations , combining best practices from the world’s leading financial services firms with its own distinct strategy, approach, and organizational culture. Aquarian has continued to expand into alternative assets and private credit through the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners. Aquarian has since grown its business to approximately $25.8 billion in AUM, with 40 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people. In November 2025, Aquarian announced the signing of a definitive merger agreement under which an affiliate will acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse is one of the largest providers of annuities and life insurance in the U.S., with approximately $208 billion of AUM. Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a standalone entity within the Aquarian portfolio.

About the role

Aquarian is seeking a Senior Paralegal to support a broad range of corporate governance, investment management, private fund, transactional, regulatory, and legal operations activities across the organization. This individual will play a key role in managing legal entities, board governance processes, contract administration, fund operations, investor onboarding, regulatory filings, and investment transaction support, while partnering closely with internal business teams, portfolio companies, fund administrators, and external counsel. The ideal candidate is a highly organized and proactive legal professional with strong attention to detail, experience in financial services or asset management, and the ability to manage multiple priorities in a fast-paced environment. This position is onsite 5 days a week at our New York City office.

Responsibilities

• Assist with governance and entity management, including entity formation, maintenance, restructuring and related corporate filings, as well as maintaining legal entity databases, organizational charts, authority matrices and corporate records.
• Prepare and maintain board and committee materials, resolutions, written consents, meeting minutes and other governance documentation.
• Manage contract execution processes, including document routing, coordinating, reviewing and negotiating commercial contract, engagement letters and NDA, signature collection and post-closing administration.
• Support vendor onboarding, process improvement initiatives and other strategic projects across the legal department.
• Maintain document repositories, corporate governance policies and procedures, checklists relating to transactions, regulatory matters and contractual obligations, and other legal operations infrastructure.
• Support investment transactions, including securities offerings and financing transactions, by assisting with coordinating diligence materials and closing processes, organizing closing sets, maintaining transaction trackers and document repositories and monitoring UCC and other transaction related filings.
• Support fund formation, fund administration and investment management activities, including investor onboarding and ongoing fund operations, preparation and maintenance of subscription materials, AML/KYC documentation, side letters, investor records and other fund-related documentation and processes.
• Support the preparation, coordination and maintenance of regulatory filings, registrations and periodic reporting obligations applicable to investment advisers and private funds.
• Coordinate with stakeholders, including business units within Aqu