Paralegal II – Investment Funds

Glenmont Group Inc.; San Francisco (CA); Hybrid; USD 100,000 - 145,000; Full time

Benefits offered by this job

Comprehensive benefits

Professional development opportunities

Job summary

Glenmont Group Inc. is seeking an experienced investment funds paralegal to support its corporate and transactional practice. You will work closely with attorneys on formation and administration of private investment vehicles and related transactions.

The ideal candidate is highly organized, comfortable managing detailed transactional information, and able to work independently in a fast-paced environment with multiple concurrent matters. Hybrid work arrangement on the West Coast.

Qualifications

• : 5+ years of paralegal experience, preferably in a law firm or transactional environment.
• : Bachelor’s degree required.
• : Investment funds/formation experience strongly preferred.
• : Proficient with Word, Excel, Outlook.
• : Experience with document management or case management systems.
• : Familiarity with regulatory filings and transactional documentation.
• : Exceptional attention to detail and organizational skills.
• : Ability to manage competing priorities and deadlines in a fast-paced setting.
• : Strong written and verbal communication skills.
• : Ability to work independently as well as collaboratively.
• : Willingness to work additional hours to meet deadlines.

Responsibilities

• : Assist with organization, formation, and ongoing administration of private investment funds and related entities.
• : Maintain detailed spreadsheets and databases with investor, subscription, and transaction information.
• : Coordinate and organize transactional documents, calendars, deadlines, and filing requirements.
• : Assist with preparation and submission of corporate, tax, securities, and other regulatory filings.
• : Review investor subscription documentation for completeness and accuracy and follow up on outstanding materials.
• : Maintain organized records of investor documentation and transaction materials.
• : Coordinate documentation and signature collection through pre-closing, closing, and post-closing processes.
• : Support attorneys with transaction logistics and document management.
• : Work with attorneys and paralegals to keep matters moving efficiently.
• : Manage multiple transactions and deadlines with high accuracy.

Skills

Attention to detail

Organizational skills

Communication skills

Independent work

Team collaboration

Regulatory filings familiarity

MS Word

MS Excel

Outlook

Document management systems

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Outlook

Document management systems

Job description

A leading law firm is seeking an experienced investment funds paralegal to support its corporate and transactional practice. This position will work closely with attorneys and clients on the formation and administration of private investment vehicles and related transactions.

The ideal candidate is highly organized, comfortable managing detailed transactional information, and able to work independently in a fast-paced environment with multiple concurrent matters.

Location: West Coast — candidates may be based in the Bay Area, Los Angeles, or Salt Lake City

Work Arrangement: Hybrid

Experience: 5+ years of relevant paralegal experience

Compensation: Approximately $100,000–$145,000, depending on location and experience

Responsibilities

• Assist with the organization, formation, and ongoing administration of private investment funds and related entities.
• Maintain detailed spreadsheets and databases containing investor, subscription, and transaction information.
• Coordinate and organize transactional documents, calendars, deadlines, and filing requirements.
• Assist with preparation and submission of corporate, tax, securities, and other regulatory filings.
• Review investor subscription documentation for completeness and accuracy and follow up on outstanding materials.
• Maintain organized records of investor documentation and transaction materials.
• Coordinate documentation and signature collection throughout pre-closing, closing, and post-closing processes.
• Support attorneys with transaction logistics and document management.
• Work collaboratively with attorneys, paralegals, and other legal professionals to keep matters moving efficiently.
• Assist with multiple transactions and deadlines simultaneously while maintaining a high level of accuracy.

Qualifications

• Bachelor's degree required.
• At least 5 years of relevant paralegal experience, preferably in a law firm or other sophisticated transactional environment.
• Experience with investment funds, fund formation, private equity, investment management, or related corporate transactions strongly preferred.
• Strong proficiency with Microsoft Word, Excel, and Outlook.
• Experience working with document management or case management systems.
• Familiarity with regulatory filings and transactional documentation.
• Exceptional attention to detail and organizational skills.
• Ability to manage competing priorities and deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Ability to work independently as well as collaboratively with attorneys and other team members.
• Willingness to work additional hours when necessary to meet transaction deadlines.

Compensation & Benefits

The anticipated base salary range is approximately $100,000–$145,000, depending on location, experience, qualifications, and other relevant factors. The position also includes a comprehensive benefits package and professional development opportunities.

Additional Information

This is an opportunity to join a sophisticated corporate practice and gain exposure to complex investment fund and transactional matters. The position offers substantial interaction with attorneys and other legal professionals and requires someone who enjoys detailed, deadline-driven work.