Private Funds Paralegal - Fund Formation Expert

Orrick Herrington & Suttcliffe; San Francisco (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Orrick is seeking a Paralegal with 2+ years of experience to support our Private Fund Practice within the Technology Companies Group. The role is based in San Francisco, Menlo Park, Orange County, or Washington DC offices, with potential for other locations based on candidate qualifications.

You will assist with fund formation, investor onboarding, and fund management, gaining exposure to diverse fund structures and regulatory filings across several jurisdictions.

Qualifications

• A bachelor's degree is required, and a paralegal certificate from an ABA-approved training program is preferable but not required
• 2+ years of equivalent paralegal experience
• Demonstrates good organization, verbal and written communication skills, plus exhibits aptitude to develop specific and detailed knowledge and understanding of complex issues and procedures
• Proven ability to delegate appropriate tasks to other firm resources
• Strong time management skills, and ambition to work in a dynamic, shared environment are essential
• Excellent computer skills with proficiency in Microsoft Word, Excel and any practice-related software
• An understanding of Delaware General Corporate Law, New York Business Corporate Law and California Corporations Code
• Significant substantive working knowledge of the procedures, terminology and documents relating to the formation of a variety of corporate entities.

Responsibilities

• Assist attorneys with the formation and structuring of private investment funds, including limited partnerships and limited liability companies.
• Draft, review, and organize fund formation documents, amendments, cancellations and foreign qualifications.
• Prepare Form SS-4s, apply with the IRS and obtain EINs for various fund entities.
• Prepare initial drafts of offering documents, including limited partnership agreements, subscription agreements, transfer agreements, and side letters.
• Work directly with clients on many fund formation and fund management matters.
• Coordinate fund subscription processes for both pre-closing and post-closing activities, including drafting fund spreadsheets, tracking investor correspondence, and reviewing subscription documents.
• Prepare DocuSign PowerForms with the subscription documents for various fund entities.
• Review subscription documents submitted through third party platforms like Passthrough, Anduin, Carta, AngelList, etc.
• Maintain and manage closing checklists, signature pages, document execution logistics and distribution of signature pages and closing sets.
• Prepare and file Form ID, Form D and blue-sky notices.
• Assist with other SEC/FINRA regulatory filings, including Form ADVs.
• Track and monitor outstanding regulatory and compliance items.
• Coordinate with internal teams, clients, fund formation, and outside counsel to ensure timely completion of transactions, and ensure smooth workflow.

Skills

Paralegal experience

Communication skills

Organization

Microsoft Word

Excel

Education

Bachelor's degree

ABA-approved paralegal certificate (preferred)

Tools

Microsoft Word

Excel

Job description

Orrick is seeking a Paralegal with 2+ years of experience to support our Private Fund Practice within the Technology Companies Group. The role is based in San Francisco, Menlo Park, Orange County, or Washington DC offices, with potential for other locations based on candidate qualifications.

You will assist with fund formation, investor onboarding, and fund management, gaining exposure to diverse fund structures and regulatory filings across several jurisdictions.