Senior Paralegal - Investment Management

Responsibilities

• Performs a variety of basic and increasingly complex work under the supervision of attorneys and with the guidance of supervisory or senior paralegals.
• Demonstrates strong leadership and organizational skills to manage ongoing projects and assist attorneys in meeting project deadlines and client needs.
• Affords assistance with the formation of new entities (corporations, limited partnerships, limited liability companies, etc.) and related organizational matters (State filings, tax identification numbers (EINs), etc.).
• Completes, coordinates, and manages transfer processes for sales and purchases of interests in private funds (including transfer documents, investor questionnaires, anti-money laundering and know-your-client packets, and more).
• Participates in hedge fund and private equity fund launches and periodic fund raising.
• Drafts, monitors and completes subscription documents.
• Maintains project timelines and agendas, organizing materials and otherwise assisting with a variety of new and ongoing projects.
• Serves as the “gatekeeper” for ongoing projects, monitoring progress to ensure that projects remain on track and maintaining organized project files.
• Interacts with clients and working team members to distribute draft documents for review and to coordinate receipt and reconciliation of client comments on distributions.
• Captures signatures for contracts, including e-Signatures and DocuSign.
• Compiles closing documents and post-closing records.
• Proofreads various documents.
• Organizes and maintains client records and files and makes client documents and files easily accessible for attorneys and working groups.
• Over time, acquires and grows knowledge of the federal securities laws and legal concepts and terminology and demonstrates the ability to apply such knowledge to daily tasks to contribute to work products in a thoughtful and effective manner.
• Applies solid computer skills and becomes proficient with practice-specific technologies.
• Demonstrates good judgment, common sense, and ingenuity to apply knowledge to assess alternatives and to identify and recommend solutions.

Qualifications

• A Bachelor’s degree from an accredited four-year college, or equivalent combination of experience and education.
• A minimum of 6 years of transactional paralegal experience at a large law firm.
• Strong leadership and organizational skills.
• Strong attention to detail.
• Strong communication skills (written and verbal).
• Ability to think critically and see “big picture” effects.
• Ability to multi-task and shift priorities to meet moving and demanding deadlines.
• Ability to follow up and follow through on tasks and project deadlines.
• Ability to interact effectively and work well in a team environment.
• Ability to be proactive and a self-starter to serve as a “go to” person for both internal and external needs.
• Ability to maintain strict confidentiality of client and firm affairs.
• Ability to work overtime.