Private Funds and Investment Management Paralegal

LEGACY LEGAL RECRUITING LLC

Private Funds and Investment Management Paralegal

New York, NY
Full Time
Paid
  • Responsibilities

    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.