SENIOR FUND FORMATION PARALEGAL — SAN FRANCISCO, CA

SourcePro Search, LLC; San Francisco (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

SourcePro Search, LLC in San Francisco, CA seeks a Senior Fund Formation Paralegal to support attorneys and senior paralegals on sophisticated emerging company and venture fund matters.

The ideal candidate will have 5+ years of fund formation experience, a Bachelor’s degree, and strong communication and organizational skills. Proficiency with Microsoft Office and legal tech platforms is expected.

Qualifications

• Minimum 5+ years of paralegal experience, ideally in fund formation
• Bachelor’s degree required; paralegal certificate preferred
• Strong written and verbal communication and organizational skills

Responsibilities

• Support all facets of emerging company and venture fund work
• Prepare and maintain organizational documents
• Prepare partnership and LLC agreements
• Draft side letters, transfer agreements, admission agreements, and amendments
• Conduct investor suitability and document due diligence
• Research federal and state securities regulations
• Prepare and file required notices
• Assist with fund formation opinions and supporting documentation
• Handle SEC compliance reporting for venture fund clients
• Manage administrative requirements and deadlines

Skills

Fund formation expertise

Paralegal experience

Attention to detail

Education

Bachelor’s Degree

Paralegal Certificate

Tools

Microsoft Office

Legal tech platforms

Job description

Senior Fund Formation Paralegal

San Francisco, CA

Join a leading law firm as a Senior Fund Formation Paralegal, supporting attorneys and senior paralegals on sophisticated emerging company and venture fund matters. This role is ideal for an experienced paralegal with strong fund formation knowledge and excellent organizational skills.

What You’ll Do

• Support all facets of emerging company and venture fund work
• Prepare and maintain organizational documents
• Prepare partnership and LLC agreements
• Draft side letters, transfer agreements, admission agreements, and amendments
• Conduct investor suitability and document due diligence
• Research federal and state securities regulations
• Prepare and file required notices
• Assist with fund formation opinions and supporting documentation
• Handle SEC compliance reporting for venture fund clients
• Manage administrative requirements and deadlines

What You’ll Bring

• 5+ years of paralegal experience, preferably in fund formation
• Bachelor’s Degree
• Strong knowledge of fund formation and venture fund matters
• Excellent written, communication, proofreading, and organizational skills
• Ability to manage multiple priorities and deadlines
• Ability to work independently and collaboratively
• Strong attention to detail and professionalism
• Proficiency with Microsoft Office and legal technology platforms
• Paralegal Certificate preferred