Hybrid Senior Paralegal – Private Investment Funds

Goodwin; San Francisco (CA); Hybrid; USD 123,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

Professional development

Employee discounts

Job summary

Goodwin Halifax? (Note: Company is Goodwin) is seeking a Senior Paralegal in Private Investment Funds to support fund formation, investor onboarding, and regulatory compliance on client matters across multiple jurisdictions.

You will coordinate closings, maintain records, and collaborate with attorneys to deliver high-quality, cost-efficient legal services. A CA paralegal certification is required in CA, ABA certification outside CA, and 5+ years of relevant experience.

Qualifications

• BA/BS degree required; CA paralegal certification required in California.
• Outside California, ABA-accredited paralegal certification preferred.
• 5+ years of experience in private investment funds or related legal practice.
• Expertise in fund administration platforms.
• Advanced proficiency with Microsoft Word and Excel; document automation tools preferred.
• Strong organizational and verbal/written communication skills.
• Ability to work in a team-oriented environment; meet hours threshold.
• Deep understanding of private investment fund structures, investor onboarding, and regulatory frameworks.
• Ability to independently manage complex fund transactions and investor communications.

Responsibilities

• Prepares and reviews fund formation documents, including limited partnership agreements, operating agreements, subscription documents, and side letters.
• Coordinates and manages investor onboarding processes, including KYC/AML compliance and subscription tracking.
• Assists with regulatory filings, including Form D, Form ADV, and other SEC and state filings.
• Maintains fund and entity records, including organizational charts and minute books.
• Coordinates closings and capital calls, including preparation of closing binders and investor communications.
• Conducts research on securities laws, investment adviser regulations, and fund-related compliance matters.
• Interfaces directly with clients, fund administrators, and service providers to ensure seamless execution of fund-related transactions.
• Develops and implements best practices for fund documentation, investor communications, and compliance workflows.

Skills

Microsoft Word

Microsoft Excel

Document automation tools

Communication skills

Attention to detail

Time management

Team collaboration

Fund administration platforms

Education

BA/BS degree

Paralegal Certification (CA)

Paralegal Certification (ABA) preferred outside CA

Tools

Fund administration platforms

Job description

Goodwin Halifax? (Note: Company is Goodwin) is seeking a Senior Paralegal in Private Investment Funds to support fund formation, investor onboarding, and regulatory compliance on client matters across multiple jurisdictions.

You will coordinate closings, maintain records, and collaborate with attorneys to deliver high-quality, cost-efficient legal services. A CA paralegal certification is required in CA, ABA certification outside CA, and 5+ years of relevant experience.