Investment Management Paralegal – Private Funds & Transactions

Reed Smith LLP; Pittsburgh (Allegheny County); On-site; USD 78,000 - 96,000; Full time

Benefits offered by this job

401(k) Retirement Plan

Medical Insurance

Health Savings Account (HSA)

Dental Insurance

Vision Insurance

Life Insurance

Paid Time Off

Job summary

Reed Smith LLP is seeking an organized Investment Management Paralegal to support attorneys and the investment management team on corporate, transactional, private investment, and fund-related matters.

This early-career opportunity offers exposure to private funds, venture capital, hedge funds, and M&A matters, with increasing responsibility as experience grows and responsibilities expand within the Investment Management practice.

Qualifications

• Undergraduate degree and paralegal certificate required; will consider candidate with comparable relevant experience in lieu of a paralegal certificate.
• One to three years of paralegal experience in a transactional, corporate, finance, or related legal practice preferred/required.

Responsibilities

• Support attorneys on investment management and private investment transactions, including private fund formations, investments, acquisitions, and related corporate and transactional matters, as well as private equity, venture capital, hedge fund, and mergers and acquisitions matters.
• Manage the preparation and maintenance of corporate and transactional documentation, including organizational documents, resolutions, consents, certificates, agreements, signature pages, schedules, and closing documents, in accordance with attorney direction.
• Support private fund formations and investment transactions by preparing and coordinating subscription agreements, investor questionnaires, side letters, transfer documentation, and other investor and fund-related materials.
• Prepare and coordinate securities and regulatory filings, including Form D, Blue Sky, SEC, UCC, and other federal and state filings; submit filings through EDGAR and applicable state systems; and monitor filing requirements, confirmations, and deadlines.
• Handle entity formation and maintenance matters for corporations, limited liability companies, limited partnerships, and other legal entities, including preparing formation and qualification documents, obtaining required certificates and records, and maintaining organizational records.
• Conduct and coordinate corporate and transactional due diligence, including reviewing and organizing diligence materials, maintaining diligence checklists and data rooms, conducting corporate and lien searches, tracking outstanding items, and preparing diligence summaries for attorney review.
• Support transactional closings by preparing and maintaining closing checklists, coordinating execution and signature pages, tracking closing conditions and deliverables, organizing transaction documents, and compiling final closing sets and post-closing materials.
• Conduct UCC, lien, corporate status, and other searches and coordinate related filings and searches with government agencies, registered agents, filing services, and other outside providers.
• Obtain certificates of good standing, certified organizational documents, tax status certificates, and other corporate records from applicable jurisdictions and government agencies.
• Maintain and update entity records, organizational charts, capitalization information, corporate records, transaction records, and other client and matter information, ensuring records are accurate and complete.
• Monitor filing dates, transaction deadlines, renewal requirements, and other key dates and proactively follow up on outstanding matters to keep transactions and filings on schedule.
• Conduct factual, corporate, regulatory, securities, and transactional research in support of investment management and corporate matters and summarize findings for attorney review.
• Work directly with attorneys, clients, internal teams, government agencies, registered agents, filing services, and other outside service providers to obtain information, coordinate filings, resolve routine issues, and move transactions forward.
• Review and proofread agreements, filings, schedules, organizational documents, and closing materials and perform quality-control checks for accuracy, consistency, and completeness.
• Maintain well-organized electronic and physical matter files and ensure transaction and corporate records are appropriately maintained in accordance with firm and client requirements.
• Manage multiple substantive assignments and competing transaction deadlines, prioritize work effectively, and communicate proactively regarding status, outstanding items, and issues requiring attorney attention.
• Build and apply knowledge of investment management, private funds, private equity, venture capital, hedge funds, securities laws, SEC and state filing requirements, corporate governance, UCC filings, due diligence, and transactional closing procedures.
• Take increasing responsibility for assigned matters and develop the ability to independently manage routine paralegal workstreams while escalating substantive legal or transactional issues to the appropriate attorney.
• Perform other duties and responsibilities as assigned in support of the Investment Management practice and broader corporate group.

Skills

Paralegal experience

Investment management

Mergers & acquisitions

Securities filings (EDGAR)

UCC filings

Due diligence

Transactional closings

Attention to detail

Microsoft Office

Education

Undergraduate degree and paralegal certificate

Tools

EDGAR system

Electronic document management systems

Job description

Reed Smith LLP is seeking an organized Investment Management Paralegal to support attorneys and the investment management team on corporate, transactional, private investment, and fund-related matters.

This early-career opportunity offers exposure to private funds, venture capital, hedge funds, and M&A matters, with increasing responsibility as experience grows and responsibilities expand within the Investment Management practice.