Corporate Paralegal (Law Firm Experience)

SourcePro Search, LLC; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

SourcePro Search, LLC in New York seeks a Corporate Paralegal with a bachelor’s degree and paralegal certification preferred. 3–5 years of experience in ECVC, M&A, private equity, and securities is ideal.

The role supports attorneys in complex transactions and governance matters, handling due diligence, filings, and regulatory compliance. You will manage closing checklists, prepare corporate documents, maintain records, and liaise with clients and third parties.

Qualifications

• Bachelor’s degree required; Paralegal certification preferred.
• Minimum 3–5 years of experience as a corporate paralegal with focus on ECVC, M&A, private equity, and securities.
• Familiarity with Blue Sky compliance, UCC filings, and SEC reporting.

Responsibilities

• Support attorneys in complex transactional matters including M&A, private equity, venture capital, and securities.
• Assist with due diligence, drafting and filing corporate documents, and maintaining corporate records.
• Liaise with clients and third parties; manage closing logistics and documents.
• Maintain closing checklists; assist with closing volumes through tools like Litera.
• Prepare HSR, FINRA, SEC filings and Blue Sky/securities filings as needed.
• Manage corporate records: boards, officers, minutes, and resolutions.
• Research regulatory matters using Westlaw/LexisNexis.

Skills

ECVC

M&A

Private equity

Securities

Attention to detail

Communication

Independence

Teamwork

Education

Bachelor's degree

Paralegal certification

Tools

Carta

Pulley

AngelList

ShareWorks

Litera

Westlaw

LexisNexis

MS Office

iManage

DocuSign

Job description

We are conducting a search for a Corporate Paralegal with a bachelor’s degree (paralegal certification is a plus) and about 3–5 years of experience, ideally with a strong background in ECVC, M&A, private equity, and securities. The right person will also be comfortable working with Blue Sky compliance, UCC filings, and SEC reporting.

What You Will Do: The ideal candidate will support attorneys in complex transactional matters, including mergers and acquisitions (M&A), private equity, venture capital, securities, debt/finance and general corporate governance. This role involves assisting with due diligence, preparing legal documents, maintaining corporate records, and liaising with clients and third parties. The ideal candidate will have a strong background in corporate law, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.

Transactional Support:

• Heavy Capitalization Management.
• Prepare and maintain capitalization tables and track stock options and equity compensation through Carta, Pulley, AngelList, ShareWorks.
• Assist in drafting and filing corporate documents, including entity formations, amendments, mergers, and dissolutions.
• Conduct due diligence, including reviewing and summarizing contracts and corporate records.
• Draft initial versions of closing certificates, board and stockholder resolutions, and other essential transactional documents, including those related to M&A.
• Maintain closing checklists and assist with closing logistics, including obtaining signatures and assembling closing volumes through programs such as Litera.
• Assist with preparing HSR, FINRA, SEC filings (e.g., Forms S-1, 10-K, 10-Q, 8-K) and Blue Sky/securities filings.

Corporate Governance:

• Manage corporate records, including maintaining board/stockholder minute books, tracking board meetings, and preparing resolutions.
• Assist in drafting simple minutes, consents, and resolutions based on attorney instructions.
• Ensure accurate company data is maintained in corporate records, including officer and director information.
• Handle statutory filings and corporate compliance matters, including UCC filings and tax-related forms.
• Oversee the maintenance of LLC and corporate books and records, including incentive equity grants, consents, minutes, and other relevant documentation, ensuring compliance with legal and regulatory requirements.

Securities & Compliance:

• Prepare and maintain securities documentation, including stock option grants, restricted stock grants, and warrants, both in Carta and externally.
• Coordinate with third parties for filings and ensure compliance with reporting deadlines for private and public companies.
• Assist with private placements, investor questionnaires, and regulatory filings.

Administrative & Research Duties:

• Conduct legal research using resources like Westlaw and LexisNexis to assist with regulatory and jurisdictional matters.
• Order lien searches, summarize results, and maintain accurate records of company data.
• Track key dates and deadlines, ensuring timely filings and compliance.
• Order and distribute certified copies, good standing certificates, and other necessary documents.

What You'll Bring:

• Bachelor’s degree required; Paralegal certification preferred.
• Minimum 3-5 years of experience as a corporate paralegal, with a focus on ECVC, M&A, private equity, and securities.
• Excellent written and oral communication abilities.
• Proficiency in Microsoft Office Suite, iManage, DocuSign, and deal management software (such as Carta, Pulley, AngelList, ShareWorks).
• Familiarity with Blue Sky compliance, UCC filings, and SEC reporting.
• Peer Training & Knowledge Sharing: Ability to train and mentor colleagues on job responsibilities, ensuring efficient knowledge transfer and skill development.
• Ability to handle sensitive information with discretion and maintain confidentiality.
• Attention to detail and ability to manage complex transactions.
• Strong initiative, resourcefulness, and the ability to work independently and in a team environment.
• Proactive and client-service-oriented approach to problem-solving.
• Commitment to high standards of legal service and professionalism.