New York, NY


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 


  • 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.

Salary: highly competitive above market compensation
Date Active: 11.13.2020
Exempt/Not Exempt: Non-Exempt