Investment Management Paralegal (Hybrid, Dallas)

Haynes and Boone, LLP; Dallas (TX); Híbrido; USD 55 000 - 70 000; Tempo integral

Resumo da oferta

Haynes and Boone, LLP is seeking a Paralegal - Investment Management in Dallas. The role supports attorneys in business formations, contract matters, and the preparation of subscription documents, AML/KYC, investor intake and due diligence, and securities filings.

You will review and organize contracts, assist with Form D filings, and draft necessary paperwork for investors and sponsors. Strong writing, research, and time management are essential.

Qualificações

• Bachelor’s degree or 2+ years of paralegal experience in business matters.
• ABA paralegal certificate or ABA-approved program.
• Strong writing, clear and grammatically correct communication.
• Ability to conduct legal research and translate concepts into simple terms.

Responsabilidades

• Assist attorneys with business formations, contract matters and subscription documents.
• Prepare Form D, state blue sky filings and other securities filings.
• Manage investor intake and due diligence and AML/KYC processes.
• Review, organize and manage partnership and operating agreements.
• Track time billed and meet monthly goals.
• Attend CLE courses and assist with speeches/articles.

Conhecimentos

Excellent writing

Legal research

Microsoft Word

Communication

Time management

Organization

Formação académica

Bachelor’s degree

ABA-approved paralegal certificate

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Haynes and Boone, LLP is seeking a Paralegal - Investment Management in Dallas. The role supports attorneys in business formations, contract matters, and the preparation of subscription documents, AML/KYC, investor intake and due diligence, and securities filings.

You will review and organize contracts, assist with Form D filings, and draft necessary paperwork for investors and sponsors. Strong writing, research, and time management are essential.