Senior Corporate & Investment Management Paralegal

Aquarian Holdings; New York (NY); Sur place; USD 110 000 - 160 000; Plein temps

Résumé du poste

Aquarian Holdings is seeking a Senior Paralegal to support a broad range of corporate governance, investment management, private fund, transactional, regulatory, and legal operations activities. You will manage entities, board governance, contract administration, investor onboarding, and regulatory filings while partnering with internal teams, fund administrators, and external counsel.

The ideal candidate has strong organizational skills, experience in financial services or asset management, and

Qualifications

• Bachelor's degree or paralegal studies degree/certificate required.
• 5+ years paralegal experience in law firm, asset manager, investment adviser, or comparable financial institution preferred.
• Ability to independently manage multiple priorities and drive projects to completion.
• Experience supporting investment management, private funds, corporate, transactional or regulatory matters preferred.
• Experience supporting fund formation, fund administration or investment adviser operations is a plus.

Responsabilités

• Assist governance and entity management, including formation, maintenance, restructuring and filings; maintain databases and records.
• Prepare board materials, resolutions, consents and meeting minutes.
• Manage contract execution: routing, coordinating, reviewing, negotiating NDAs and agreements; post-closing admin.
• Support vendor onboarding and strategic projects across the legal department.
• Maintain document repositories, governance policies and procedures; transaction checklists and regulatory filings.
• Support investment transactions: diligence materials, closing sets, trackers and filings (UCC, etc.).
• Support fund formation, administration and investor onboarding; AML/KYC docs and side letters.
• Coordinate regulatory filings and periodic reporting for advisers and private funds.
• Coordinate with stakeholders on billing, budgets and general matter management.

Connaissances

Multitasking

Project management

Communication

Attention to detail

Formation

Bachelor's degree / Paralegal studies credentials

Outils

Ontra

Ramp

Bloomberg

Description du poste

About Aquarian

Aquarian Holdings ("Aquarian") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions.

About Aquarian

Aquarian Holdings ("Aquarian") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions.

Aquarian Insurance Holdings

Acquires and operates insurance companies with a focus on life and annuity underwriting, deploying strategies to grow balance sheet profitability by writing new insurance/reinsurance, improving investment income, and optimizing operations. After launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, Aquarian helped the company grow with expanded product offerings and distribution channels, building on its 60-year track record of exceptional client service.

Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company in 2021 and Somerset Re in 2022.

Aquarian Investments

complements the insurance operations , combining best practices from the world’s leading financial services firms with its own distinct strategy, approach, and organizational culture. Aquarian has continued to expand into alternative assets and private credit through the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners.

Aquarian has since grown its business to approximately $25.8 billion in AUM, with 40 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people.

In November 2025, Aquarian announced the signing of a definitive merger agreement under which an affiliate will acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse is one of the largest providers of annuities and life insurance in the U.S., with approximately $208 billion of AUM. Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a standalone entity within the Aquarian portfolio.

Role Summary

Aquarian is seeking a Senior Paralegal to support a broad range of corporate governance, investment management, private fund, transactional, regulatory, and legal operations activities across the organization. This individual will play a key role in managing legal entities, board governance processes, contract administration, fund operations, investor onboarding, regulatory filings, and investment transaction support, while partnering closely with internal business teams, portfolio companies, fund administrators, and external counsel. The ideal candidate is a highly organized and proactive legal professional with strong attention to detail, experience in financial services or asset management, and the ability to manage multiple priorities in a fast-paced environment.

This position is onsite 5 days a week at our New York City office.

Key Responsibilities

• Assist with governance and entity management, including entity formation, maintenance, restructuring and related corporate filings, as well as maintaining legal entity databases, organizational charts, authority matrices and corporate records.
• Prepare and maintain board and committee materials, resolutions, written consents, meeting minutes and other governance documentation.
• Manage contract execution processes, including document routing, coordinating, reviewing and negotiating commercial contract, engagement letters and NDA, signature collection and post-closing administration.
• Support vendor onboarding, process improvement initiatives and other strategic projects across the legal department.
• Maintain document repositories, corporate governance policies and procedures, checklists relating to transactions, regulatory matters and contractual obligations, and other legal operations infrastructure.
• Support investment transactions, including securities offerings and financing transactions, by assisting with coordinating diligence materials and closing processes, organizing closing sets, maintaining transaction trackers and document repositories and monitoring UCC and other transaction related filings.
• Support fund formation, fund administration and investment management activities, including investor onboarding and ongoing fund operations, preparation and maintenance of subscription materials, AML/KYC documentation, side letters, investor records and other fund-related documentation and processes.
• Support the preparation, coordination and maintenance of regulatory filings, registrations and periodic reporting obligations applicable to investment advisers and private funds.
• Coordinate with stakeholders, including business units within Aquarian Holdings, portfolio companies and outside counsel to support legal department administration, including billing, invoices, budgets and general matter management.

Qualifications

• Bachelor's degree, associate's degree in paralegal studies, paralegal certificate, or equivalent combination of education and relevant experience required.
• 5+ years of paralegal experience at a law firm, asset manager, investment adviser, private credit or equity firm, alternative asset manager or comparable financial institution preferred.
• Demonstrated ability to independently manage multiple priorities and drive projects to completion.
• Demonstrated experience supporting investment management, private funds, corporate, transactional and/or regulatory matters preferred.
• Demonstrated experience supporting fund formation, fund administration, investment adviser operations, investor onboarding processes or related investment management activities is a plus.
• Excellent organizational, written and verbal communication skills.
• Proficiency with Microsoft Office and strong attention to detail and commitment to producing high-quality work.
• Experience with legal operations tools, contract management systems (including Ontra, Ramp and similar vendors), legal entity management platforms, precedent and research portals (including Bloomberg and similar providers) and fund administrator interfaces is a plus.
• Candidates need not possess experience in all of the areas described above. Aquarian values aptitude, intellectual curiosity, initiative, professionalism and a willingness to learn, and will consider candidates who demonstrate the potential to grow into aspects of the role.

Aquarian is an equal opportunity employer. Aquarian is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Aquarian does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Aquarian makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.