Corporate Paralegal, Fund Compliance & Governance

Welltower™ Inc. (NYSE:WELL); New York (NY); On-site; USD 82,000 - 104,000; Full time

Benefits offered by this job

Annual Bonus

PTO & Holidays

Employee Stock Purchase Program

401(k) & Profit Sharing

Student Debt Assistance

Tuition Assistance

Medical/Dental/Vision

Professional Growth

Job summary

The Corporate Paralegal at Welltower supports the Legal Department with fund compliance for the company’s registered investment advisor (RIA) and governance-related matters. You will manage compliance processes, document management, board materials, and due diligence coordination, working closely with attorneys and the Corporate Secretary.

This role sits in a fast-paced, collaborative environment within Welltower’s leadership in real estate and healthcare infrastructure.

Qualifications

• 3-5 years of experience as a paralegal, legal assistant, compliance professional, or related legal operations role.
• Experience with corporate governance, entity management, private funds (including SEC rules and regulations applicable to RIAs), financial services, or compliance matters preferred.

Responsibilities

• Assist with administration of the Company’s RIA’s fund compliance platform, including quarterly and annual reporting processes (with respect to both the RIA’s internal compliance procedures and any required SEC filings)
• Coordinate quarterly valuation and expense allocation meetings, including scheduling, preparation of materials, and meeting minutes
• Assist with the monitoring of investment guidelines and restrictions, LP side letter reporting requirements, and other contractual reporting obligations
• Maintain compliance records and document repositories
• Prepare organizational documents, resolutions, consents, and other governance materials
• Coordinate lender, vendor, investor, and financial institution Know Your Customer (KYC) requests and due diligence matters
• Support attorneys with special projects and compliance initiatives related to the fund platform
• Support the Corporate Secretary function through maintenance of governance records, minute books, and corporate documentation
• Coordinate and fulfill Corporate Secretary certificate requests, quarterly legal due diligence inquiries, good standing certificate requests, and officer and director information requests
• Assist with organization of Board and Committee materials, minutes, calendars, and related records
• Coordinate execution of documents, signature collection, and corporate filings
• Maintain legal department files and records, including Corporate Secretary documentation
• Assist with processing wire transfer documentation, forms, and other legal administrative matters
• Work with other members of the Legal Department on special projects and initiatives

Skills

Paralegal experience

Governance knowledge

Compliance

Document management

Communication

Education

Associate’s or Bachelor’s degree in Legal Studies, Business, or related field

Paralegal Certification

Job description

The Corporate Paralegal at Welltower supports the Legal Department with fund compliance for the company’s registered investment advisor (RIA) and governance-related matters. You will manage compliance processes, document management, board materials, and due diligence coordination, working closely with attorneys and the Corporate Secretary.

This role sits in a fast-paced, collaborative environment within Welltower’s leadership in real estate and healthcare infrastructure.