Paralegal – Private Equity & Fund Formation (Hybrid)

Graham Partners; Pennsylvania; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k)

Hybrid office schedule

Paid firmwide holidays

Ongoing training

Wellness stipend / Fitler Club

Job summary

Graham Partners is seeking an experienced paralegal to support the Legal Department across portfolio company workstreams, fund formation, and management company activities. The role emphasizes project management and drafting of contracts while handling confidential information with discretion.

The candidate should have at least three years of paralegal experience in financial services or a law firm supporting such clients, with strong organizational skills and effective communication.

Qualifications

• Three years of paralegal experience required.
• Experience in financial services (private equity/asset management) preferred.
• Demonstrated contract drafting and review experience.
• Ability to manage multiple matters and meet deadlines.
• Strong written and verbal communication; professional judgment.

Responsibilities

• Draft, review, and revise a broad range of contracts (NDAs, letters, vendor/service agreements, consulting agreements).
• Manage fund formation projects and related documents.
• Create and maintain contract banks and term playbooks.
• Assist compliance with documentation and recordkeeping.
• Coordinate between in-house and outside counsel and third-party providers.

Skills

Attention to detail

Strong communication

Discretion

Project management

Microsoft Office

Education

Paralegal certificate

Undergraduate degree

Tools

Document management systems

AI tools

Contract management systems

Job description

Graham Partners is a private investment firm principally focused on investing in technology-driven companies in advanced manufacturing and technology-enabled services that are spurring innovation, resulting in product substitutions, raw materials conversions, and disruptions to traditional end markets.Grahamcan offer control or minority capital solutions and typically targets companies with EBITDA up to $50 million. SinceGrahambegan managing third party capital over 25 years ago, the firm has closed over 160 acquisitions and investments. Investors include college and university endowments, foundations, funds-of-funds, insurance companies, pension plans, high-net-worth individuals, and other institutional investors. Based in suburban Philadelphia, the Firm has access to extensive operating resources and industrial expertise and is a member of TheGrahamGroup, an alliance of independent operating businesses, investment firms, and philanthropic entities, which all share in the common legacy of entrepreneur Donald C. Graham. There are eight investment entities within The Graham Group. Graham Partners and Graham Capital Investments (GCI), LLC (“GCI”) are affiliates, and the remaining six Graham Group investment entities operate independently from and are not affiliates of Graham Partners and GCI, as described in Part 2A of Graham Partners’ Form ADV, available on the Investment Adviser Public Disclosure website.

Graham Partners is an Equal Opportunity Employer. We do not discriminate based upon race, color, sex, gender identity, sexual orientation, age, religion, national origin, disability, citizenship status, military status, genetic information, or any other applicable characteristics protected by law. We invite all interested qualified applicants to apply for career opportunities.

Your Role & Responsibilities

To support the continued growth of Graham Partners, the firm is seeking to add an experienced Paralegal to support the Legal Department. Reporting to the General Counsel, the Paralegal will work across all of the firm’s legal workstreams—including portfolio company support, fund formation, and management company activities—with primary responsibility for project management and the review and drafting of contracts and related legal documentation. The candidate must have extremely high attention to detail, be exceptionally well-organized, and be a strong communicator with sound professional judgment and the ability to handle confidential matters with discretion. Project management of legal matters at companies across the Graham Partners’ portfolio.

• Draft, review, and revise a broad range of contracts, including NDAs, engagement letters, vendor and service agreements, consulting and advisory agreements, and other commercial arrangements for portfolio companies and the firm.
• Project management of fund formation and completion of accompanying legal documents.
• Create and maintain comprehensive contract and policy banks and a contract term playbook.
• Assist the compliance function with documentation and recordkeeping in support of the firm’s regulatory obligations.
• Support and participate in special projects undertaken by the Legal Team.
• Support coordination between in-house counsel and outside counsel, as well as other third-party providers.

We seek top-tier talent with the following qualifications:

• At least three years of experience as a paralegal is required.
• Prior experience working in financial services (e.g., private equity, asset management, banking, or a similar regulated financial institution) or supporting financial services clients at a law firm is required.
• Demonstrated experience reviewing and drafting contracts and other legal documents.
• Exceptional attention to detail and organizational skills, including the ability to manage multiple matters and competing deadlines simultaneously.
• Strong written and verbal communication skills and sound professional judgment.
• Proven ability to handle highly confidential and sensitive information with discretion.
• Entrepreneurial mentality with a desire to continuously improve processes and expand capabilities.
• Proficiency with Microsoft Office, Artificial Intelligence (“AI”) tools and platforms, and document/contract management systems.
• Experience supporting an in-house legal function or working closely with a general counsel is preferred.
• Familiarity with private fund structures, fund formation processes, and private equity transactions is a plus.
• Paralegal certificate and an undergraduate degree from a four-year institution is preferred.
• Comprehensive health benefits package, including medical, dental, and vision
• 401(k)
• Opportunity for a hybrid office schedule
• Paid firmwide holidays
• Ongoing training
• Wellness stipend / Fitler Club membership