Investment Funds Paralegal

SR Staffing

New York (NY)

On-site

USD 55,000 - 83,000

Full time

2 days ago
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Job summary

SR Staffing is seeking an experienced Investment Funds Paralegal for a contract-to-hire position in New York, NY. The role supports attorneys in forming and administering private investment funds, including private equity, hedge funds, venture capital funds, and other vehicles.

The ideal candidate will have 3+ years of fund formation and private investment fund experience, with strong knowledge of partnership, LLC, and corporate structures, and solid investor documentation skills.

Qualifications

  • Bachelor's degree or ABA-approved Paralegal Certificate is preferred.
  • 3+ years of investment funds, private equity, hedge fund, or corporate transactional paralegal experience.
  • Experience supporting fund formation and private investment fund matters within a law firm environment.
  • Strong understanding of partnership, LLC, and corporate entity structures.
  • Experience with investor subscription documentation and fund closings.
  • Advanced proficiency with Microsoft Office Suite (Word, Excel, Outlook).
  • Exceptional organizational skills with strong attention to detail.
  • Ability to manage multiple priorities and work effectively under tight deadlines.
  • Excellent written and verbal communication skills.

Responsibilities

  • Assist attorneys with formation and ongoing maintenance of private investment funds.
  • Prepare and manage fund formation documents, subscription agreements, investor questionnaires, side letters, and closing binders.
  • Coordinate fund closings and investor onboarding processes.
  • Maintain corporate records, entity formation documents, and governance materials for funds and management companies.
  • Support preparation and filing of regulatory documents and state filings.
  • Track investor commitments, capital contributions, distributions, and related documentation.
  • Conduct legal and corporate research related to fund structures and regulatory requirements.
  • Coordinate with clients, investors, opposing counsel, fund administrators, and service providers.
  • Manage document databases, deal rooms, and electronic file organization.
  • Assist with due diligence reviews and compliance-related projects.

Skills

Fund formation
Regulatory filings
Investor documentation
Time management

Education

Bachelor's degree or ABA-approved Paralegal Certificate

Tools

Microsoft Office Suite (Word, Excel, Outlook)

Job description

Investment Funds Paralegal (JN -092026-295760) New York, USA

Salary: USD40 - USD60 per hour + Medical, Dental, Vision Benefits and 401K

Our client, a highly regarded law firm, is seeking an experienced Investment Funds Paralegal for a contract-to-hire opportunity. This role will support attorneys in the formation, management, and ongoing administration of private investment funds, including private equity, hedge funds, venture capital funds, and other alternative investment vehicles.

The ideal candidate will have strong experience with fund formation, regulatory filings, investor documentation, and corporate governance matters, along with the ability to manage multiple deadlines in a fast-paced legal environment.

Key Responsibilities
  • Assist attorneys with the formation and ongoing maintenance of private investment funds, including private equity, venture capital, hedge funds, and real estate funds.
  • Prepare, organize, and manage fund formation documents, subscription agreements, investor questionnaires, side letters, and closing binders.
  • Coordinate fund closings and investor onboarding processes.
  • Maintain corporate records, entity formation documents, and governance materials for funds and management companies.
  • Support preparation and filing of regulatory documents and state filings.
  • Track investor commitments, capital contributions, distributions, and related documentation.
  • Conduct legal and corporate research related to fund structures and regulatory requirements.
  • Coordinate with clients, investors, opposing counsel, fund administrators, and service providers.
  • Manage document databases, deal rooms, and electronic file organization.
  • Assist with due diligence reviews and compliance-related projects.
Qualifications
  • Bachelor's degree and/or ABA-approved Paralegal Certificate preferred.
  • 3+ years of investment funds, private equity, hedge fund, or corporate transactional paralegal experience.
  • Experience supporting fund formation and private investment fund matters within a law firm environment.
  • Strong understanding of partnership, LLC, and corporate entity structures.
  • Experience with investor subscription documentation and fund closings.
  • Advanced proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
  • Exceptional organizational skills with strong attention to detail.
  • Ability to manage multiple priorities and work effectively under tight deadlines.
  • Excellent written and verbal communication skills.
Preferred Experience
  • Experience supporting private equity, venture capital, hedge fund, or alternative investment fund practices.
  • Familiarity with fund administration processes and investor relations documentation.
  • Exposure to securities filings, compliance matters, and regulatory reporting.
  • Experience using document management systems and virtual data rooms.
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