Senior Fund Formation Paralegal

Cooley LLP; Town of Boston (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Cooley LLP is seeking a Senior Fund Formation Paralegal to support its attorneys in complex fund formation matters. The role includes preparing and maintaining organizational documents, drafting fund agreements, and conducting investor due diligence.

The candidate should have a minimum of 5 years of paralegal experience (preferably in fund formation), a Bachelor’s degree, and proficiency with Microsoft Office and iManage. Overtime may be required as needed.

Qualifications

• Bachelor’s degree required; fund formation experience preferred.
• Minimum 5 years of paralegal experience, preferably in Fund Formation.
• Ability to bill at least 1600 hours annually.
• Strong MS Office and iManage proficiency.
• Overtime availability.

Responsibilities

• Prepare and maintain organizational documents for fund formations.
• Prepare partnership and LLC agreements.
• Prepare side letters, transfer agreements, admission agreements and amendments.
• Conduct investor suitability due diligence.
• Research securities regulations at federal and state levels for fund formations.
• Prepare and file requisite notices.
• Due diligence review of documents and prepare opinions and backups.
• Handle SEC compliance reporting for venture fund clients.
• Submit timesheets and e-timelogs; perform administrative duties.
• Other duties as assigned.

Skills

Overtime availability

Microsoft Office proficiency

iManage familiarity

Attention to detail

Education

Bachelor’s Degree

Paralegal Certificate

Tools

Microsoft Office Suite

iManage

Job description

Senior Fund Formation Paralegal

Cooley is seeking a Fund Formation Senior Paralegal.

Position summary:

Fund Formation paralegals provide paralegal support to Cooley attorneys and senior paralegals and performs administrative duties as assigned. Specific duties and responsibilities include, but are not limited to, the following:

Position responsibilities:

• All facets of emerging company and venture fund work including:
• Preparation and maintenance of organizational documents
• Preparation of partnership and limited liability company agreements
• Preparation of side letters, transfer agreements, admission agreements and other amendments
• Conducting investor suitability due diligence
• Research of Federal and State securities regulations in connection with fund formations
• Preparation and filing of requisite notices
• Conduct due diligence review of documents and with the preparation of opinions and backup in connection with fund formation
• Handle SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios
• Turn in time sheets, e-timelogs and fulfill other administrative duties in a timely fashion
• All other duties as assigned or required

Skills and experience:

Required:

• Available to work overtime, as required
• After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
• Bachelor’s Degree
• Bill a minimum of 1600 hours annually
• Minimum of 5 years of paralegal experience, preferably in Fund Formation

Preferred:

• Paralegal Certificate

Competencies:

• Ability to work independently and as part of a team in a fast-paced environment for multiple supervisors, meet deadlines and maintain flexibility with work assignments (including changes in attorney/paralegal assignments) and work schedules
• Ability to organize and prioritize work assignments as well as delegate tasks to service departments when necessary
• Possess excellent written, communication and proofreading skills with attention to detail
• Ability to work well with others, including clients
• Ability to work well under pressure