Fund Formation Senior Paralegal

Chelsea Search Group; San Francisco (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Chelsea Search Group in San Francisco seeks a fund formation paralegal to support attorneys and senior paralegals. You will handle organizational documents, LLC and partnership agreements, side letters, and due diligence.

The role requires five years of paralegal experience, a bachelor’s degree, and strong MS Office and iManage skills, with overtime as needed.

Qualifications

• Overtime availability required.
• Proficient in Microsoft Office and iManage.
• Bachelor’s Degree required.
• Bill a minimum of 1600 hours annually.
• Minimum 5 years of paralegal experience, preferably in Fund Formation.
• Paralegal Certificate preferred.

Responsibilities

• All facets of fund formation work including organizational documents.
• Prepare partnership and LLC agreements and related amendments.
• Prepare side letters, transfer agreements and admission documents.
• Conduct investor due diligence.
• Research federal and state securities regulations for fund formations.
• Prepare and file requisite notices.
• Perform due diligence and draft opinions and backup for fund formation.
• Handle SEC compliance reporting for venture fund clients.
• Turn in timesheets and fulfill administrative duties on time.
• Other duties as assigned.

Skills

Overtime availability

MS Office

iManage

Attention to detail

Communication skills

Team collaboration

Education

Bachelor’s Degree

Paralegal Certificate

Job description

Position summary: Fund Formation paralegals provide paralegal support to Firm's attorneys and senior paralegals and performs administrative duties as assigned.

Position responsibilities:

All facets of 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
• 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 and experience:

Required

• Available to work overtime, as required
• After orientation at Law 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 5 years of paralegal experience, preferably in Fund Formation

Preferred

• Paralegal Certificate
• 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