In-house Fund Formation Paralegal

Considine Search; Orinda (CA); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Bonus potential

Job summary

A legal staffing agency is seeking a Fund Formation paralegal to provide support to attorneys and the legal team. Responsibilities include managing documentation for fund formation, compliance reporting, and performing due diligence. The ideal candidate will have a Bachelor's degree and at least 3 years of experience in paralegal work, particularly in Fund Formation. The salary range is $70,000-$120,000 annually, plus bonuses, depending on experience and market conditions.

Qualifications

• Minimum of 3 years of paralegal experience, preferably in Fund Formation.
• Available to work overtime, as required.

Responsibilities

• Support the legal team during deals by organizing investment-related documentation.
• Assist with fund management processes including fund formation and dissolution.
• Conduct due diligence review of documents connected with fund formation.

Skills

Attention to detail

Communication skills

Ability to work independently

Organizational skills

Time management

Education

Bachelor's Degree

Job description

Summary

Fund Formation paralegals provide paralegal support to attorneys and greater legal team 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:

• Support the legal team during deals by completing checklists, organizing and saving investment-related documentation, and updating relevant trackers
• Assist with fund management processes, including fund formation, dissolution, and other general corporate governance matters
• Respond to and process requests from portfolio companies in a timely manner
• Support the contract management lifecycle by assisting with the preparation, review, and negotiation of new and renewal contracts
• Assist in preparing responses to AML/KYC inquiries from vendors, portfolio companies, and limited partners
• 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 timesheets, e-timelogs and fulfill other administrative duties in a timely fashion
• Support legal billing processes by acting as a liaison for legal vendors, reviewing time entries, and processing invoices
• Collaborate with other Firm teams to complete both legal and legal-adjacent projects
• Exercise discretion and maintain confidentiality while handling sensitive legal and financial information
• Ensure accuracy and maintain attention to detail while handling legal documents and data

Skills and Experience

Required

• Available to work overtime, as required
• Bachelor’s Degree
• Minimum of 3 years of paralegal experience, preferably in Fund Formation

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

Compensation:

The base salary range for this position is $70,000.00-$120,000.00, annually, plus bonus, depending on factors including the candidate’s skills and experience and market conditions.

#LI-Hybrid

Salary: $70,000.00-$120,000.00, annually, plus bonus, depending on factors including the candidate’s skills and experience and market conditions
Date Active: 8.9.2025
Exempt/Not Exempt: Exempt