Paralegal – Investments (Confidential)

Korn Ferry; New Haven (CT); Hybrid; USD 110,000 - 125,000; Full time

Job summary

A leading investment organization is seeking an experienced Corporate / Investments Paralegal to support a sophisticated legal team. The ideal candidate should have significant exposure to investment and transactional documentation, manage workflows independently, and maintain entity records. This role provides a unique opportunity for long-term growth in a stable environment with a thoughtful hybrid work schedule, balancing collaboration and flexibility for team members.

Qualifications

• Experience as a corporate or investments paralegal is required.
• Familiarity with subscription documents, KYC, and AML processes is essential.
• Strong organizational and project management skills are necessary.

Responsibilities

• Prepare and coordinate investment onboarding and subscription documents.
• Manage document workflows from draft through execution.
• Assist with compliance and capital markets workflows.

Skills

Investment and transactional documentation

Corporate housekeeping

Regulatory compliance

Workflow management

Attention to detail

Job description

A highly respected mission-oriented investment organization is seeking an experienced Corporate / Investments Paralegal to join a small, sophisticated legal team supporting a complex investment portfolio.

This role is well-suited for a career paralegal with strong exposure to investment and transactional documentation, as well as corporate housekeeping and regulatory compliance, and a proven ability to manage workflows independently with efficiency and precision.

Key Responsibilities

• Prepare and coordinate investment onboarding and subscription documents, including KYC, AML, and related compliance materials
• Manage document workflows from draft through execution, ensuring accuracy, timely completion, and post-completion archiving
• Manage NDAs and various amendment requests using attorney-provided guidance
• Assist with compliance and capital markets workflows, and organize, maintain, and update associated records
• Maintain corporate and investment entity records
• Partner closely with attorneys and internal stakeholders to support investment operations

Ideal Background

• Experience as a corporate or investments paralegal
• Familiarity with subscription documents, KYC and AML documentation processes
• Experience with corporate housekeeping, such as board and shareholder resolutionsStrong organizational and project management skills
• Detail-oriented, reliable, and comfortable operating with a high level of responsibility in a fast-paced team environment

Why This Role

• Exposure to sophisticated investment work in a stable, high-quality environment
• True career paralegal opportunity with long-term growth
• Thoughtful hybrid schedule balancing collaboration and flexibility
• Opportunity to be part of a world‑class investments office which works to support a meaningful non‑profit mission

Compensation range, base & bonus: $110,000-$125,000