Corporate Paralegal (M&A/Law Firm Experience)

SourcePro Search, LLC; San Diego (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

SourcePro Search, LLC is seeking a Corporate Paralegal with a Bachelor's degree and 3+ years of law firm experience supporting Private Equity, Capital Markets, and M&A matters in San Diego, CA. The role requires familiarity with equity platforms like Carta and Shareworks, and the ability to work overtime when needed.

You will provide corporate maintenance support, handle complex transactions for private and public clients, and contribute to due diligence, records organization, and training

Qualifications

• Bachelor’s degree is required.
• 3+ years of transactional experience in Private Equity, Capital Markets, and M&A is desired.
• Familiar with equity management platforms such as Carta and Shareworks.
• Available to work overtime as needed.
• Strong communication skills and attention to detail are essential.
• Law firm experience is preferred.

Responsibilities

• Assist in formation, maintenance, and dissolution of corporate entities and prepare related organizational documents.
• Coordinate closings and prepare related documents.
• Prepare legal opinions and assemble opinion back-up.
• Draft and file corporate and securities filings.
• Organize corporate records and conduct due diligence reviews.
• Prepare stock certificates and maintain capitalization tables and option records.
• Research Blue Sky issues and prepare required filings.
• Provide training to case assistants and junior paralegals.
• Other tasks as assigned or required.

Skills

M&A experience

Private Equity

Capital Markets

Carta/Shareworks

Excel expert

Confidentiality

Communication skills

Organizational skills

Overtime flexible

Law firm experience

Microsoft Office

Education

Bachelor’s degree

Tools

Microsoft Office

Excel

Job description

We are conducting a search for a Corporate Paralegal with a Bachelor’s degree and at least 3+ years of law firm experience supporting Private Equity, Capital Markets, and Mergers & Acquisitions matters. The ideal candidate will be familiar with equity management platforms such as Carta and Shareworks and must be available to work overtime as needed.

The ideal candidate will provide legal support with general corporate maintenance and complex transactions for both private and public company clients.

What You'll Do:

• Assist in the formation, maintenance, and dissolution of corporate entities and prepare related organizational documents
• Coordinate closings and prepare related documents
• Prepare legal opinions and assemble opinion back-up
• Draft and file corporate and securities filings
• Organize corporate records and conduct due diligence reviews
• Prepare stock certificates and maintain capitalization tables and option records
• Research Blue Sky issues and prepare required filings
• Provide training to case assistants and junior paralegals
• Other tasks as assigned or required

What You'll Bring:

• Bachelor’s degree
• 3+ years of transactional experience in Private Equity, Capital Markets, and M&A matters is desired
• Available to work overtime, as required
• Proficiency in the Microsoft Office suite, advanced knowledge of Excel preferred
• Familiarity with Carta, Shareworks, or similar Web based equity tracking system
• Previous law firm experience
• Excellent oral and written communication skills
• Strong attention to detail with the ability to manage multiple priorities and track extensive details to deliver excellent client service
• Ability to establish and maintain good working relationships with personnel and to handle confidential information sensitively and discreetly
• Excellent organizational skills