Senior Paralegal-Investment Funds

New York, NY or Washington, DC

Summary

The Senior Paralegal-Corporate (Investment Funds) is an integral part of the firm’s Legal Professional and Paralegal team. This role will be responsible for preparing and managing legal documents, coordinating transaction closings, managing client processes, and ensuring regulatory compliance with entities such as the SEC and CFTC, as well as organizing, preparing, and filing a variety of corporate legal documents for transactions, including articles of incorporation/organization, amendments, revivals, cancellations, state qualifications, consents, merger documents, initial drafts or certificates, and short-form closing deliverables. This role will be located in either their New York or Washington D.C. office. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence.

Responsibilities

• Preparing structure charts and tax forms/filings, such as EIN applications, IRS Form 8822-B, IRS Form 8832, and 83(b) mailings
• Assisting with closings, including the preparation of signature pages and closing notices
• Drafting and updating closing checklists and client process checklists
• Intaking, reviewing, and maintaining a tracker for subscription agreements, including investor follow-up
• Coordinating secondary transactions with multiple parties, including the submission of AML and KYC requests and coordination of client platform services
• Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that the firm retains
• Possess strong organizational and project management skills
• Display excellent attention to detail
• Demonstrate the ability to work independently and efficiently in a fast-paced environment

Qualifications

• A bachelor’s degree or equivalent
• A signed declaration if located in a California office, or a paralegal certificate from an ABA-approved program, preferably
• A minimum of six (6) years of related law firm experience as a paralegal 

Benefits & Additional Information

Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in firm’s comprehensive benefit program which includes: 

• Healthcare, life and disability insurance
• A generous 401k plan
• At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure
• Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
• Professional development programs
• Employee discounts
• Affinity groups, networks, and coalitions for lawyers and staff 

Firm is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. 

$135,000.00-$175,000.00, plus overtime and bonus. 

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