Corporate Paralegal-Private Equity Fund Formation

Reports to: Corporate Paralegal Coordinator

Position Summary

The Corporate Paralegal will assist attorneys with their responsibilities and assignments in connection with the representation of their clients by handling day-to-day transaction management.

Primary Responsibilities and/or Essential functions

• Assist with fund formation.
• Maintain internal database of investor information.
• Analyze and review subscription agreements and side letters.
• Review and draft agreements and consents related to limited partnerships, limited liability companies and corporations.
• Assist with entity formation, including corporate name availability and reservation, assist with drafting of corporate organizational documents, assist with corporate records maintenance, and prepare foreign qualifications, dissolutions and withdrawals.
• Assist with multiple transactional closings including mergers and acquisitions, joint ventures, financings and strategic investments.
• Draft ancillary documents under attorney supervision (e.g., officer’s certificates, bylaws, corporate resolutions, stock certificates, collateral receipt letters, etc.).
• Proofread and revise principle transaction documents (e.g., Private Placement Memorandum, Operating Agreement, Limited Partnership Agreement, etc.).
• Disseminate documentation to clients and to outside parties; work efficiently with firm support services, such as, Reprographics, Document Production and outside couriers.
• Create closing checklist and working group list; draft signature pages and assist with preparation of agreements, schedules and exhibits. Proof documents and track the status of document preparation. Incorporate client and outside counsel comments in documents.
• Prepare closing files, labels, and folders and assist with the closing. Compile executed documents and save onto internal document management system (DeskSite).
• Organize and distribute originally executed agreements to client and outside counsel. Compile and index documents for preparation of closing binder. Assemble and distribute closing binders in a timely fashion.

Senior Level

• Assist in training and mentoring less experienced paralegals.
• Assist supervisor and/or coordinator with staffing requests, distribution of workload and development of training programs.
• Review paralegal time entries and ensure compliance with firm protocols.

Knowledge, Skills & Abilities

• Bachelor’s degree from an accredited 4-year college or university with strong academic record.
• 3-5+ years of experience working as a Corporate and/or Private Fund’s paralegal.
• Exceptional organization skills and attention to detail.
• Proficiency with Word, Excel, Outlook and Adobe.
• Proactive self-starter who understands the details within the larger context.
• Ability to juggle multiple assignments and prioritize accordingly.
• Be a team player
• Outstanding written and oral communication skills and must be able to thrive in a fast-paced, deadline driven environment.
• Highly developed interpersonal skills with the ability to confidently and graciously interact with Associates, Partners, Paralegals and all staff members.
• Competencies
• Understands and applies current information, technology, resources, methods and procedures necessary to perform assigned work.
• Accepts responsibility for the quality and timeliness of work; acknowledges and corrects mistakes; does not make excuses for errors or problems. Understands that one’s individual performance directly affects business results.
• Actively works with supervising attorneys and coordinator to balance projects and identify and address conflicting project demands.
• Analyzes problems, develops effective solutions and understands implications of proposed solutions. Makes appropriate and timely decisions.
• Communicates clearly and concisely in written / verbal communications. Proactively communicates to facilitate workflow, teamwork and efficiency.  Chooses appropriate communication tools and utilizes technology to facilitate communications.
• Produces high quality work; is efficient, accurate and has good attention to detail; consistently strives to improve performance; seeks opportunities to develop professionally and expand job knowledge. Displays high level of personal integrity.
• Works effectively with co-workers as part of the team to get the job accomplished. Flexible and open-minded; willing to share and exchange ideas/suggestions.