Private Funds and Investment Management Paralegal

LEGACY LEGAL RECRUITING LLC; New York (NY); Sur place; USD 85 000 - 115 000; Plein temps

Avantages offerts par ce poste

401(k)

401(k) matching

Company parties

Competitive salary

Dental insurance

Employee discounts

Flexible schedule

Free food & snacks

Health insurance

Paid time off

Parental leave

Training & development

Tuition assistance

Vision insurance

Wellness resources

Résumé du poste

LEGACY LEGAL RECRUITING LLC is seeking a reliable corporate paralegal with at least four years of experience supporting attorneys in private funds, hedge funds, or venture capital funds. The role covers fund formation, investor onboarding, regulatory compliance, and transaction management, including KYC/AML processes and side letters.

The ideal candidate will hold a Bachelor's degree, with ABA-approved paralegal certification preferred.

Qualifications

• 4 years of corporate paralegal experience, specifically within private funds or investment management.
• Bachelor’s degree required; ABA-approved paralegal certificate is preferred.
• Strong attention to detail, proficiency in Microsoft Office and document management systems (e.g., DocuSign), and experience with SEC/Blue Sky regulations.

Responsabilités

• Fund Formation & Maintenance: Assisting with entity formation, drafting governing documents, maintaining corporate records, and preparing subscription agreements for investors.
• Regulatory Compliance: Preparing and filing SEC documents (e.g., Form D, Form ADV) and Blue Sky filings.
• Transaction Management: Coordinating closing processes, managing investor subscription documents (KYC/AML), and handling side letters.
• Reporting & Tracking: Maintaining fund status charts, tracking deliverables, and managing data rooms.

Connaissances

Attention to detail

MS Office

DocuSign

Regulatory knowledge

Formation

Bachelor's degree

ABA-approved paralegal certificate (preferred)

Outils

Document management systems

Description du poste

Benefits:

• 401(k)
• 401(k) matching
• Company parties
• Competitive salary
• Dental insurance
• Employee discounts
• Flexible schedule
• Free food & snacks
• Health insurance
• Paid time off
• Parental leave
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

The ideal candidate will bring at least four years of experience supporting attorneys throughout the full lifecycle of private equity, hedge, or venture capital funds, including fund formation, investor onboarding, regulatory compliance, and transaction management. We are also seeking someone with a strong academic record, demonstrated by a GPA of 3.4 or higher.

Responsibilities

• Fund Formation & Maintenance: Assisting with entity formation, drafting governing documents, maintaining corporate records, and preparing subscription agreements for investors.
• Regulatory Compliance: Preparing and filing SEC documents (e.g., Form D, Form ADV) and Blue Sky filings.
• Transaction Management: Coordinating closing processes, managing investor subscription documents (KYC/AML), and handling side letters.
• Reporting & Tracking: Maintaining fund status charts, tracking deliverables, and managing data rooms.

Qualifications and Skills

• Experience: 4 years of corporate paralegal experience, specifically within private funds or investment management.
• Education: Bachelor’s degree required; ABA-approved paralegal certificate is preferred.
• Skills: Strong attention to detail, proficiency in Microsoft Office and document management systems (e.g., DocuSign), and experience with SEC/Blue Sky regulations.

Flexible work from home options available.