Corporate Paralegal (Fund Formation)

SourcePro Search, LLC; New York (NY); On-site; USD 85,000 - 130,000; Full time

Job summary

SourcePro Search, LLC is seeking a Corporate Paralegal with 3–5 years of investment management or private/alternative funds experience. The role emphasizes entity formation, governance documents, regulatory filings, and lifecycle management, serving as a key operational contact on sophisticated matters.

You will assist attorneys with fund formation and closings, conduct due diligence, and maintain investor documentation while coordinating with filing vendors in a fast-paced environment.

Qualifications

• Associate’s or Bachelor’s degree preferred.
• Minimum of three years of paralegal experience in investment management, private/alternative funds, or corporate law.
• Experience supporting corporate matters for private investment funds or alternative asset managers is a plus.

Responsibilities

• Assist attorneys with formation, organization and structuring of private investment funds and related entities (LPs/LLCs, feeder funds, blockers).
• Manage fund closings by handling closing checklists and organizing documentation.
• Conduct due diligence and summarize organizational documents and records.
• Draft and maintain fund structure charts using Visio/PowerPoint.
• Track subscription and transfer agreements and investor documentation.
• Manage time entries in compliance with firm standards.

Skills

Project management

Communication

Multitasking

Work under pressure

Flexibility

Education

Associate degree

Bachelor’s degree

Tools

Visio

PowerPoint

Job description

We are conducting a search for a motivated Corporate Paralegal with at least 3 years of experience in investment management, private or alternative funds, or corporate law, and hands-on experience in entity formation and fund closings. An associate’s or bachelor’s degree from an accredited college is preferred, and experience supporting SEC filings—like Form D and Blue Sky filings—is a plus.

What You Will Do:

This position is designed for an experienced paralegal with at least 3–5 years of investment management or private funds experience. The successful candidate will have hands-on experience with entity formation, governance documentation, regulatory filings, entity lifecycle management, and will be comfortable serving as a key operational point of contact on sophisticated matters.

Fund Formation & Investment Management Support:

• Assist attorneys with the formation, organization, and structuring of private investment funds and related entities, including limited partnerships, limited liability companies, feeder funds, blocker entities, and management companies.
• Support fund launches and closings by managing closing checklists, coordinating execution of documents, and organizing closing documentation.
• Conduct due diligence, including reviewing and summarizing organizational documents, agreements, and corporate records.
• Draft, organize, and maintain fund structure charts using Visio and PowerPoint.
• Track and maintain subscription agreements, transfer agreements, and other related investor documentation.
• Manage and submit time entries in compliance with firm standards.

Entity Formation, Registration, and Management:

• Handle U.S. entity formations, amendments, conversions, qualifications, and dissolutions across multiple jurisdictions.
• Coordinate with filing vendors, including preparing filing instructions, reviewing filings for accuracy, and tracking turnaround times.
• File applications and obtain EINs, certificates of good standing, certified formation documents, and other corporate records.
• Manage ongoing entity compliance, including annual reports, state registrations, and entity maintenance workflows.
• Maintain accurate corporate records and entity trackers to support ongoing investment management matters.

What You'll Bring:

• An Associate's or Bachelor’s Degree from an accredited college is preferred.
• A minimum of three years of paralegal experience in investment management, private/alternative funds, or corporate law.
• Prior experience as a paralegal supporting corporate matters, preferably for private investment funds, private equity, venture capital, or other alternative asset managers.
• Hands-on experience with entity formation, including LPs and LLCs (management companies, general partner entities, and other related entities).
• Experience managing entity filings and ongoing compliance using third-party filing vendors.
• Familiarity with fund closings, subscription agreements, and investor onboarding processes.
• Experience supporting SEC-related filings, such as Form D and Blue Sky filings, is a plus.
• Strong project management skills, including ability to multi-task, work well under pressure, and balance multiple competing priorities.
• Strong written and verbal communication skills are required. Responsiveness is essential.
• Ability to exhibit flexibility and work independently and as part of our team in a fast-paced environment is critical. Must be able to adapt to shifting client needs.
• The ability to work under intense pressure is essential.
• Ability to respond to priority tasks outside of standard working hours, including evenings and weekends, as needed.
• Must demonstrate flexibility with work schedule, including variable start and end times based on business needs and, at times without prior notice.