Corporate Paralegal – Private Equity Fund Formation

New York, NY

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.
• 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.
• 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.

Knowledge, Skills & Abilities

• 2+ years of relevant work experience.
• 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.

Education/Certifications

• Bachelor’s degree from an accredited 4-year college or university with strong academic record.