Private Funds and Investment Management Paralegal
Benefits:
401(k)
401(k) matching
Company parties
Competitive salary
Dental insurance
Employee discounts
Flexible schedule
Free food & snacks
Health insurance
Paid time off
Parental leave
Training & development
Tuition assistance
Vision insurance
Wellness resources
The ideal candidate will bring at least four years of experience supporting attorneys throughout the full lifecycle of private equity, hedge, or venture capital funds, including fund formation, investor onboarding, regulatory compliance, and transaction management. We are also seeking someone with a strong academic record, demonstrated by a GPA of 3.4 or higher.
Responsibilities
Fund Formation & Maintenance: Assisting with entity formation, drafting governing documents, maintaining corporate records, and preparing subscription agreements for investors.
Regulatory Compliance: Preparing and filing SEC documents (e.g., Form D, Form ADV) and Blue Sky filings.
Transaction Management: Coordinating closing processes, managing investor subscription documents (KYC/AML), and handling side letters.
Reporting & Tracking: Maintaining fund status charts, tracking deliverables, and managing data rooms.
Qualifications and Skills
Experience: 4 years of corporate paralegal experience, specifically within private funds or investment management.
Education: Bachelor’s degree required; ABA-approved paralegal certificate is preferred.
Skills: Strong attention to detail, proficiency in Microsoft Office and document management systems (e.g., DocuSign), and experience with SEC/Blue Sky regulations.
Flexible work from home options available.