Senior Paralegal Specialist (Investment Funds)

Key Responsibilities

• Develop and maintain corporate structure documentation for key clients.
• Care for Securities and Exchange Commission (EDGAR Next), Form ADV, Blue Sky, CFTC, and IRS filings, ensuring regulatory compliance.
• Manage all aspects of fund secondary transactions, including investor transfers, assignments, admissions, KYC documentation, consent processes, and closing coordination.
• Aid with the organization of client materials and attorney work product, especially in Microsoft Word, Excel, PowerPoint, and AI platforms.
• Maintain forms and databases relating to partnerships, corporations, limited liability companies and other corporate forms, and research with respect to state filing requirements.
• Aid with on-going administrative client matters, including preparation of routine or special board resolutions and amendments to formation certificates and entity operating agreements.
• Under the supervision of an attorney, draft, edit, conform and otherwise assist in the preparation of legal documents.
• Oversee preparation of binders and closing sets of completed transactions, including preparation of distribution to client and/or investors including signature page assembly.
• Maintain files and other case or project records; circulate materials to project team, as needed; and maintain chronological records of project activity.
• Obtain services from outside contractors, including filing and registered service providers and foreign counsel.
• Act as liaison for the project team with support departments and other offices of the firm.
• Perform Apostille procedures regarding obtaining and certifying various legal documents.
• Coordinate work of other paralegals and/or project assistants or clerical team members.

Qualifications

• Bachelor's degree required.
• 8+ years of paralegal experience required, with an emphasis on investment funds experience within a law firm setting.
• Legal Assistant/Paralegal certification desirable but not required.
• Demonstrate expertise in business structures, ownership and taxation issues.
• Show strong organizational and time management skills, including the ability to organize self and others.
• Familiarity with MS Office applications including Word, Excel, Outlook and PowerPoint.
• Familiarity with Adobe professional and Adobe Acrobat.
• Excellent oral and written communication skills, including the ability to communicate potentially detailed and complex information to others.
• Demonstrate ability to quickly learn and adapt to new AI platforms and emerging technologies such as CoPilot, Harvey AI and ndMAX.
• Aptitude and willingness to work with complex procedures.
• Show strong attention to detail.
• Able to read, comprehend and follow instructions.
• Able to manage multiple priorities and adjust to changing priorities in a professional manner.
• Able to work independently and with a team.
• Willingness and ability to assume new tasks and responsibilities.
• Strong analytical skills.
• Strong service orientation, and an ability to establish and maintain effective working relationships with users, peers, office and firm management, and outside business partner.
• Able to work well under pressure, facilitate solutions, and meet deadlines and milestones for projects assigned.
• Commitment to maintaining confidentiality of client and office information and adhering to the Firm’s Core Values.
• Commitment to professional growth and development.