Corporate Paralegal, Investment Management

Roseland, New Jersey  or New York, New York

Corporate/Tax Hybrid Remote

Work with Investment Management attorneys and the Administrative Director. This position will sit in their Roseland or New York office and currently offers a hybrid work opportunity.

Essential Job Requirements
Non-Disclosure Agreement Tracking

  • Responsible for NDA tracking for specific clients.
  • Assistance with ongoing compliance and onboarding projects.
  • Responsible for tracking charts, conflicts, and client database content.
  • Upon acknowledgment of NDA in the final stage, send execution copies to clients.
  • Calendar execution and follow-up when counterparty does not respond.

Section 13 and Section 16 tracking

  • Similar to NDA tracking, assist with our 13G, 13H and 13F tracking every quarter.
  • Section 16 tracking when needed.

Blue Sky

  • Preparation of Form ID applications and POA forms.
  • Notarization of Form ID applications.
  • Annual amended Form D tracking.
  • Assist with blue sky tracking and other Blue Sky matters.

Investment Management

  • Perform corporate-related duties including but not limited to: EINs, Fund Formation, Sub Doc processes.
  • Assist with client-specific tracking requests including but not limited to: Engagement Letters.
  • Cursory review of agreements based on team’s needs; heavy contact with assigned attorneys; immediate and heavy client contact; attention to detail and responsiveness is imperative.
  • Related matters including with billing summaries, reconciliations, and discrepancies.
  • Assist with maintenance of multiple trackers/checklists; client contact required.
  • Prepare and issue form documents to various counterparties and follow up for execution (seek attorney assistance as needed). Direct contact with clients and attorneys is needed.
  • Must be able to work well with various people in different departments and think proactively.
  • Must be able to multi-task, work well under pressure, and balance priorities.
  • Able and willing to work overtime as needed, and on short notice, is essential.
  • Work with the various client offices on multiple transactions and follow up.
  • Work with Clients to address outstanding matters.
  • Maintain and manage workflow assignments; work closely with attorney re: same.
  • Assist attorneys with inquiries and data searches.

Skills, Knowledge, and Abilities

  • Associate or Bachelor’s Degree from an accredited college is preferred;
  • A minimum of 2 years of paralegal experience in Corporate law is a plus;
  • Paralegal certification from an ABA-approved program is a plus;
  • Ability to work independently and work well with others;
  • Strong organization skills and attention to detail are critical;
  • A desire to learn and adapt as needed;
  • Ability to exhibit flexibility and work in a fast-paced environment is critical;
  • Ability to coordinate multiple projects simultaneously;
  • Ability to work under intense pressure is critical and essential.

*Schedule: Full-time, Monday – Friday, 10:00 AM – 6:00 PM

**For candidates meeting the requirements, the expected base salary is $75,000 to $80,000. The range provided is the salary the Firm in good faith believes at the time of this posting that it is willing to pay for the advertised position. Exact compensation will be determined based on individual candidate qualifications and location. Their benefits package includes coverage options for medical, dental, vision, prescription drug, life insurance, disability, FSAs, 401K, and paid time off.

***$This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities required by the employee.

****The firm is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.



Job Type: Full-time, Hybrid

Salary: $75,000.00-$80,000.00

Date Active: 4.26.2024

Exempt/Not Exempt: Not Exempt

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