Corporate Paralegal

New York, NY

Summary

Responsible for conducting research, coordinating document production and assisting the practice area attorneys with all aspects of filings, closings, and document review. 

Essential Functions:

• Performs document Retrieval such as: Status certificates, Charter documents, and UCC Searches
• Conducts corporate/LLC/LP/Trust Filings at the State Level; checks name availability
• Arranges for name reservations in various states, as required, drafting resolutions including deal specific and annual meeting, drafting documents for filing in any state, formation, amendment, dissolution, merger, conversion, qualification/registration, UCC, etc.
• Assists with document review and drafting review results
• Organizes, arranges staffing and maintains data rooms
• Creates and/or updates closing memo, distribution of documents/signature pages, drafting closing certificates, control and maintenance of all relevant documents during the closing
• Distributes closing documents and closing volumes
• Coordinates/oversees the work of the closing clerk, especially in post-closing process
• Performs Blue-Sky Filings: Form D, State Filings
• Conducts various types of SEC Filings: Section 16 – Form ID and Forms 3, 4, 5
• Reviews private fund subscription agreements and assists in the collection and organization of side letters
• Organizes and maintains fund precedent library and training material
• Performs other duties as assigned or required to meet Firm goals and objectives 

Education/Training/Certifications

• Bachelor’s degree in a related field, required
• Paralegal certificate from ABA approved paralegal program, preferred 

Professional Experience

• Minimum of 6 years of related experience, required
• Experience working with public/private financing, closing procedures, UCC (both
  preparation/filing of forms & lien searching), company/partnership formation and maintenance and public document retrieval, required

Proficiency in Microsoft Office products, required

• Knowledge of CT Advantage.com, Inkspot, CSC, Cogency, or other similar websites and systems for the preparation of UCC and corporate forms and public record sharing, preferred

Performance Traits

• Strong written and verbal communication skills, able to communicate effectively and in a professional manner with all levels of the Firm and outside vendors
• Ability to work in a diverse team environment and effectively support the demanding needs of the Firm
• Ability to work under pressure, meet deadlines with shifting priorities
• Must be a self-starter with a high level of initiative
• Strong customer service skills, able to anticipate needs
• Strong attention to detail, organizational skills and the ability to handle multiple projects
• Maintains confidentiality and exercises discretion
• Exercises solid strategic thinking and problem-solving skills
• Willingness to work late hours and/or weekends as the need arises

Physical Requirements

• May require occasional lifting of up to 20 lbs. 

*The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.