Investment Funds Senior Paralegal

Latham & Watkins LLP; New York; Hybrid; USD 140,000 - 170,000; Full time

Benefits offered by this job

Healthcare

401k plan

11 paid holidays and 23 days PTO first

Well-being programs

Professional development

Employee discounts

Affinity groups

Job summary

Latham & Watkins LLP in New York is seeking an Investment Funds Senior Paralegal to support private investment fund formations, closings, LPAC, and related diligence. You’ll coordinate documentation, admissions, and approvals in collaboration with attorneys and client teams.

The role requires a bachelor’s degree or equivalent, a paralegal certificate (ABA-approved in California), and at least six years of paralegal experience, with eligibility for a hybrid/in-office schedule.

Qualifications

• A bachelor’s degree or equivalent.
• A paralegal certificate from an ABA-approved program (if located in a California office).
• A minimum of six (6) years of experience as a paralegal, preferably in a law firm setting.

Responsibilities

• Support private investment fund formations and initial and subsequent fund closings, including formation and organizational documentation, fund structure charts, investor admission documentation, signatures and approvals, closing notices, and related closing requirements.
• Support GP-led secondary transactions, including continuation funds, investor elections and rollover processes, LPAC and other consent processes, transfer documentation, diligence, and closing and post-closing requirements.
• Support LP-led secondary transactions, including transfer documentation, buyer and seller coordination, ROFR and consent processes, AML/KYC requirements, and closing and post-closing activities.
• Gain exposure to fund restructurings and liquidity solutions, including tender offers, stapled transactions, preferred equity transactions, strip sales, and annex fund formations.
• Coordinate key aspects of secondary transactions and fund restructurings, including virtual data rooms, fund and investor documentation, portfolio company and third-party consents, lender notifications, and other transaction requirements.
• Work closely with attorneys, clients, investors, counterparties, fund administrators, and other transaction participants to support fund formation, closing, and secondary transaction processes
• Protecting and maintaining any highly sensitive, confidential, privileged information.

Education

Bachelor’s degree or equivalent

Paralegal certificate (ABA-approved program)

Job description

About Latham & Watkins

Latham & Watkins is one of the world’s leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers around the world. Our investment in people, commitment to innovation, and focus on the future empower you to build an incredible career and thrive as an exceptional professional in a supportive culture. If you aspire to be the best, and work with the best, this is where you belong.

About the Role

The Investment Funds Senior Paralegal is an integral part of Latham’s Legal Professional and Paralegal team. This role will be responsible for supporting private investment fund formations and closings, including coordinating organizational and closing documentation, investor admissions, approvals, and related fund requirements. You will also work closely with attorneys and client teams on secondary transactions, coordinating transfer documentation, investor elections and rollover processes, LPAC and other consents, ROFR requirements, AML/KYC, diligence, and closing and post-closing activities. This role will be located in our New York office. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence.

Responsibilities & Qualifications

Other key responsibilities include:

• Support private investment fund formations and initial and subsequent fund closings, including formation and organizational documentation, fund structure charts, investor admission documentation, signatures and approvals, closing notices, and related closing requirements
• Support GP-led secondary transactions, including continuation funds, investor elections and rollover processes, LPAC and other consent processes, transfer documentation, diligence, and closing and post-closing requirements
• Support LP-led secondary transactions, including transfer documentation, buyer and seller coordination, ROFR and consent processes, AML/KYC requirements, and closing and post-closing activities
• Gain exposure to a broad range of fund restructurings and liquidity solutions, including tender offers, stapled transactions, preferred equity transactions, strip sales, and annex fund formations
• Coordinate key aspects of secondary transactions and fund restructurings, including virtual data rooms, fund and investor documentation, portfolio company and third-party consents, lender notifications, and other transaction requirements
• Work closely with attorneys, clients, investors, counterparties, fund administrators, and other transaction participants to support fund formation, closing, and secondary transaction processes
• Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains

We’d love to hear from you if you:

• Demonstrate deep substantive, procedural, technical, and practice-specific expertise, with the ability to apply that expertise to the most complex paralegal work with minimal direction and navigate novel or challenging issues within areas of specialization
• Exhibit advanced proficiency with relevant legal technology, applications, research tools, and firm systems, with the ability to select and apply appropriate tools to sophisticated work requirements and adapt to relevant new technologies
• Possess strong attention to detail and quality-control skills, with the ability to consistently produce accurate, high-quality work across multiple complex workstreams with minimal need for supervision, correction, or revision

And have:

• A bachelor’s degree or equivalent
• A paralegal certificate from an ABA-approved program or signed declaration, if located in a California office
• A minimum of six (6) years of experience as a paralegal, preferably in a law firm setting

Benefits & Additional Information

Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in Latham’s comprehensive benefit program which includes:

• Healthcare, life and disability insurance
• A generous 401k plan
• At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure
• Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
• Professional development programs
• Employee discounts
• Affinity groups, networks, and coalitions for lawyers and staff

Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.

Pay Range

USD $140,000.00 - USD $170,000.00 /Yr.