Hybrid Corporate Transactions Paralegal – Finance & Securities

Permanent Placements LLC; San Francisco (CA); Hybrid; USD 117,000 - 175,000; Full time

Benefits offered by this job

Hybrid work arrangements

Medical, dental, and vision insurance

Retirement savings programs

Paid time off and holidays

Professional development opportunities

Career growth opportunities

Job summary

National Law Firm seeks a Corporate Paralegal to support its Corporate Transactions & Finance practice in a hybrid role. You will work closely with attorneys on sophisticated matters across corporate governance, financing, securities, and fund activities.

The ideal candidate has substantial transactional experience, excellent drafting and organizational skills, and the ability to manage multiple complex matters in a fast-paced environment.

Qualifications

• Bachelor’s degree in Legal Studies or similar with substantial law coursework.
• ABA-approved Paralegal Certificate or CA paralegal certification.
• Minimum 5 years paralegal experience in a law firm or professional services environment
• Experience supporting corporate transactions, finance matters, securities work, or investment fund activity
• Strong drafting, organizational, and project management skills
• Excellent attention to detail and analytical abilities
• Ability to independently manage multiple priorities and deadlines
• Strong written and verbal communication skills
• Ability to maintain strict confidentiality and exercise sound judgment

Responsibilities

• Assist with entity formations and corporate maintenance.
• Prepare and maintain governing documents and corporate records.
• Prepare corporate resolutions, consents, bylaws, stock certificates, and related organizational documents.
• Support secured and unsecured financing transactions.
• Prepare/review credit agreements, security agreements, pledge agreements, indentures, payoff documents.
• Conduct and summarize UCC, bankruptcy, and lien searches.
• Prepare and file UCC financing statements, amendments, continuations, and terminations.
• Assist with public and private securities offerings and related filings.
• Review investor subscriptions and track onboarding processes.
• Coordinate AML and KYC documentation; maintain fund records.
• Manage pre-closing, closing, and post-closing activities for M&A, JVs, financing, and investments.
• Coordinate closing documents delivery and data room management.
• Assist with regulatory compliance and licensing filings; maintain compliance databases.
• Draft ancillary transactional documents and maintain calendars and deadlines.

Skills

Drafting

Organizational skills

Project management

Communication skills

Confidentiality

Education

Bachelor's degree in Legal Studies or related field

ABA-approved Paralegal Certificate

California paralegal certification compliance

Tools

Microsoft Office

Excel

DocuSign

EDGAR filings

Carta

Transactional management systems

Document management systems

Virtual data rooms

Job description

National Law Firm seeks a Corporate Paralegal to support its Corporate Transactions & Finance practice in a hybrid role. You will work closely with attorneys on sophisticated matters across corporate governance, financing, securities, and fund activities.

The ideal candidate has substantial transactional experience, excellent drafting and organizational skills, and the ability to manage multiple complex matters in a fast-paced environment.