Senior Investment Paralegal

Key Responsibilities

• Draft, revise, and finalize subscription agreements, subscription booklets, investor questionnaires, and related closing documents for private equity, venture capital, infrastructure, real estate, private credit, and other investment funds.
• Review comments from fund counsel, administrators, and clients and update subscription packages accordingly.
• Cook up pre-closing, closing, and post-closing activities, including preparing signature packets and DocuSign envelopes, reviewing executed documents, organizing final deliverables, and transmitting documentation and instructions to fund counsel.
• Aid with AML/KYC, investor onboarding, and compliance documentation, including investor questionnaires, tax forms, CRS forms, placement agent forms, and related diligence items.
• Maintain trackers, checklists, calendars, and status reports for multiple concurrent fund investments and closings.
• Communicate directly with clients, fund counsel, fund administrators, transfer agents, and service providers to gather information, resolve document issues, and keep matters moving efficiently.
• Organize and maintain transaction files, executed documents, and closing records.
• Provide backup coverage to other transactional practice groups on an as-needed basis to assist with general entity formation, dissolution, and maintenance, as well as other general transactional tasks.
• Collaborate and communicate with case teams and department management on deadlines, project challenges, and overall project status.
• Identify time-saving and cost-saving changes to existing workflows.
• Provide recommendations to case teams for software and technology appropriate to each specific case.
• Document project details in the applicable tracking systems.
• Accurately and thoroughly track all time in appropriate time tracking systems, and create accurate descriptions of the work performed for client bills.
• Complete special projects as needed.

Experience & Qualifications

• Bachelor's degree, or equivalent experience, is required.
• Paralegal certificate required.
• 5–8+ years of paralegal experience in transactional work, with half or more of that experience with private funds, investment management, public pensions, or related areas.
• Experience with private fund subscriptions, investor-side fund closings, or fund formation/fund operations strongly preferred.
• Strong familiarity with AML/KYC processes, subscription documentation, closing mechanics, and document management.
• Excellent organizational skills, attention to detail, and ability to manage multiple time-sensitive matters simultaneously.
• Strong written and verbal communication skills and the ability to work effectively with attorneys, clients, and external counterparties.
• Advanced proficiency with Microsoft Word, Excel, PDF tools, and electronic signature/document management platforms.
• Exceptional grammar, spelling and proofreading skills are a must.
• Pioneering ability to meet strict deadlines under significant time constraints.
• Must be able to work a flexible schedule with some overtime required.