Fund Formation Paralegal

Considine Search; United States; Hybrid; USD 77,000 - 114,000; Full time

Benefits offered by this job

Medical benefits

PTO 20 days

10 paid holidays

Parental leave & fertility benefits

Job summary

Considine Search is seeking a Fund Formation Paralegal in a hybrid role across key U.S. markets (New York, Washington, DC, Boston, Reston, LA, San Diego, Palo Alto).

The position provides paralegal support to attorneys and senior paralegals and handles organizational documents, fund agreements, letters, and investor due diligence. The candidate will research Federal and State securities regulations, assist with filings, and support timekeeping and administrative tasks.

Qualifications

• Ability to work overtime as required.
• Bachelor’s degree required.
• Minimum 1 year experience as a Fund Formation Paralegal.

Responsibilities

• Provide paralegal support to attorneys and senior paralegals.
• Prepare and maintain organizational documents and fund agreements.
• Conduct investor due diligence and research securities regulations.
• Assist with SEC compliance reporting for venture fund clients.
• Process time sheets and other administrative duties.
• Perform other duties as assigned.

Skills

Overtime flexible

Fund formation paralegal experience

Teamwork & independence

Strong written communication

Education

Bachelor’s Degree

Tools

Microsoft Office

iManage

Job description

New York, NY or Washington, DC or Boston, MA or Reston, VA or Los Angeles, CA or San Diego, CA or Palo Alto, CA

Summary

Provides paralegal support to attorneys and senior paralegals and performs administrative duties as assigned. Specific duties and responsibilities include, but are not limited to, the following:

Responsibilities

All facets of emerging company and venture fund work including

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

Skills & Experience

• Available to work overtime, as required
• After orientation at the firm, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
• Bachelor’s Degree
• Bill a minimum of 1600 hours annually
• Minimum of 1 year experience as a Fund Formation Paralegal

Competencies

• 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

The firm offers a competitive compensation and excellent benefits program.

EOE.

The expected annual pay range for this position with a work schedule of 40 hours per week is $76,960.00-$114,400.00 annually, plus overtime and bonus. Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate.

The firm offers a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 20 days of Paid Time Off (“PTO”) and 10 paid holidays each year. They provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about their many benefits and resources.

#LI-Hybrid

Salary: $76,960.00-$114,400.00 per week, plus overtime and bonus