In-house Fund Formation Paralegal

Orinda, CA 

Summary

Fund Formation paralegals provide paralegal support to attorneys and greater legal team and performs administrative duties as assigned. Specific duties and responsibilities include, but are not limited to, the following:

Responsibilities

All facets of emerging company and venture fund work including:

• Support the legal team during deals by completing checklists, organizing and saving investment-related documentation, and updating relevant trackers
• Assist with fund management processes, including fund formation, dissolution, and other general corporate governance matters
• Respond to and process requests from portfolio companies in a timely manner
• Support the contract management lifecycle by assisting with the preparation, review, and negotiation of new and renewal contracts
• Assist in preparing responses to AML/KYC inquiries from vendors, portfolio companies, and limited partners
• Preparation and maintenance of organizational documents
• Preparation of partnership and limited liability company agreements
• Preparation of side letters, transfer agreements, admission agreements and other amendments
• Conducting investor suitability due diligence
• Research of Federal and State securities regulations in connection with fund formations
• Preparation and filing of requisite notices
• Conduct due diligence review of documents and with the preparation of opinions and backup in connection with fund formation
• Handle SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios
• Turn in time sheets, e-timelogs and fulfill other administrative duties in a timely fashion
• Support legal billing processes by acting as a liaison for legal vendors, reviewing time entries, and processing invoices
• Collaborate with other Firm teams to complete both legal and legal-adjacent projects
• Exercise discretion and maintain confidentiality while handling sensitive legal and financial information
• Ensure accuracy and maintain attention to detail while handling legal documents and data

Skills and Experience

Required

• Available to work overtime, as required
• Bachelor’s Degree
• Minimum of 3 years of paralegal experience, preferably in Fund Formation

Competencies

• Ability to work independently and as part of a team in a fast-paced environment for multiple supervisors, meet deadlines and maintain flexibility with work assignments (including changes in attorney/paralegal assignments) and work schedules
• Ability to organize and prioritize work assignments as well as delegate tasks to service departments when necessary
• Possess excellent written, communication and proofreading skills with attention to detail
• Ability to work well with others, including clients
• Ability to work well under pressure
• Must demonstrate initiative, diplomacy, and tact
• Reliable, committed, and punctual 

Compensation: The base salary range for this position is $70,000.00-$120,000.00, annually, plus bonus, depending on factors including the candidate’s skills and experience and market conditions. 

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