Fund Formation Case Assistant (Law Firm Experience)

SourcePro Search, LLC; San Francisco (CA); Presencial; USD 39.000 - 63.000; Tempo integral

Resumo da vaga

SourcePro Search, LLC is seeking a Fund Formation Case Assistant in San Francisco to provide paralegal support to attorneys and handle administrative duties. The role focuses on emerging company and venture fund matters, including organizational documents, approvals, and due diligence.

The ideal candidate will bill at least 1,600 hours per year, possess a Bachelor’s and a Paralegal Certificate, and be proficient in Microsoft Office and iManage, able to work independently and with teams under

Qualificações

• Bachelor’s degree required.
• Paralegal certificate required.
• Overtime availability as required.
• Proficient in Microsoft Office and iManage.
• Able to work independently and in a fast-paced environment.

Responsabilidades

• Assist with emerging company and venture fund work including org documents.
• Prepare partnership and LLC agreements.
• Draft side letters, transfer agreements and amendments.
• Conduct investor due diligence.
• Research Federal and State securities regulations for fund formations.
• Prepare and file requisite notices.
• Assist due diligence reviews and drafting opinions.
• Support SEC compliance reporting for venture fund clients.
• Bill a minimum of 1,600 hours annually.
• Submit time sheets and complete administrative duties.
• Other duties as assigned.

Conhecimentos

Bachelor's Degree

Paralegal Certificate

Overtime Availability

MS Office & iManage

Independent & Team Player

Meeting deadlines

Attention to detail

Formação

Bachelor's Degree

Paralegal Certificate

Descrição da vaga

We are conducting a search for a Fund Formation Case Assistant with experience supporting emerging company and venture fund matters. The role requires billing a minimum of 1,600 hours annually.

The ideal candidate will provide paralegal support to attorneys and paralegals and perform administrative duties as assigned.

What You'll Do:

• Assist with emerging company and venture fund work including:
  • Preparation and maintenance of organizational documents
  • Preparation of partnership and limited liability company agreements
  • Preparation of side letters, transfer agreements, admission agreements and other amendments
  • Conducting investor suitability due diligence
• Assist with research of Federal and State securities regulations in connection with fund formations
• Assist with the preparation and filing of requisite notices
• Assist with due diligence review of documents and with the preparation of opinions and backup in connection with fund formation
• Assist with SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios
• Bill a minimum of 1600 hours annually
• Turn in time sheets, e-timelogs and fulfill other administrative duties in a timely fashion
• All other duties as assigned or required

What You'll Bring:

• Bachelor’s Degree
• Paralegal Certificate
• Available to work overtime, as required
• After orientation, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
• Ability to work independently and as part of a team in a fast-paced environment for multiple supervisors, meet deadlines and maintain flexibility with work assignments (including changes in attorney/paralegal assignments) and work schedules
• Ability to organize and prioritize work assignments as well as delegate tasks to service departments when necessary
• Possess excellent written, communication and proofreading skills with attention to detail
• Ability to work well with others, including clients
• Ability to work well under pressure
• Must demonstrate initiative, diplomacy and tact
• Reliable, committed and punctual