Fund Formation Case Assistant
Palo Alto, CA
We are currently seeking a case assistant for the Palo Alto Fund Formation group. Responsibilities include assistance with preparing and maintaining organizational documents, partnership and limited liability company agreements, transfer agreements, admission agreements and other amendments; researching Federal and State securities regulations in connection with fund formations and preparing and filing requisite notices; conducting due diligence review of documents and preparing opinions and backup in connection with fund formation; handling SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios. Applicants must have excellent oral and written communication skills, be detail-oriented with the ability to manage multiple priorities, and able to handle confidential information sensitively and discreetly. BA/BS degree required. Overtime may be required, occasionally on short notice.
Job Type: Full-time
Salary: Competitive based on experience
Date Active: 6.9.2020
Exempt/Not Exempt: Not Exempt