Senior Paralegal - Investment Management

Morgan Lewis; New York (NY); Hybrid; USD 92,000 - 146,000; Full time

Benefits offered by this job

Medical coverage

Dependent care reimbursement

Parental leave

Vacation and holidays

Life and accident insurance

Income protection

401(k) eligibility

Job summary

Morgan, Lewis & Bockius LLP in New York seeks an experienced Senior Paralegal for its Investment Management Practice Group. The Senior Paralegal will work with client teams to perform a variety of basic and increasingly complex tasks for Private Fund clients within the Investment Management practice area.

The role requires six years of transactional paralegal experience, a four-year college degree, strong leadership and communication skills, and the ability to work overtime.

Qualifications

• A Bachelor's degree from an accredited four-year college, or equivalent combination of experience and education.
• A minimum of 6 years of transactional paralegal experience at a large law firm.
• Strong leadership and organizational skills.

Responsibilities

• Performs a variety of basic and increasingly complex work under the supervision of attorneys.
• Assists attorneys with formation of new entities and related organizational matters.
• Completes and manages transfer processes for private funds investments.
• Coordinates signatures for contracts and DocuSign workflows.
• Maintains project timelines and organized client files.
• Interacts with clients and teams to distribute documents for review and gather comments.

Skills

Leadership

Organizational skills

Attention to detail

Communication skills

Critical thinking

Multi-tasking

Teamwork

Proactive

Confidentiality

Overtime

Education

Bachelor's degree

Tools

DocuSign

E-Signatures

Job description

Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking an experienced Senior Paralegal for our Investment Management Practice Group. The Senior Paralegal will work as an integral part of various client teams to perform a variety of basic and increasingly complex tasks for our Private Fund clients within the Investment Management practice area. Morgan Lewis recognizes the benefits of supporting flexible working arrangements. This position will reside in our New York office with a hybrid in-office/remote working schedule. Flexibility with overtime is required.

Responsibilities

• Performs a variety of basic and increasingly complex work under the supervision of attorneys and with the guidance of supervisory or senior paralegals.
• Demonstrates strong leadership and organizational skills to manage ongoing projects and assist attorneys in meeting project deadlines and client needs.
• Assists attorneys with the formation of new entities (corporations, limited partnerships, limited liability companies, etc.) and related organizational matters (State filings, tax identification numbers (EINs), etc.).
• Completes, coordinates, and manages transfer processes for sales and purchases of interests in private funds (including transfer documents, investor questionnaires, anti-money laundering and know-your-client packets, and more).
• Participates in hedge fund and private equity fund launches and periodic fund raising.
• Drafts, monitors and completes subscription documents.
• Maintains project timelines and agendas, organizing materials and otherwise assisting with a variety of new and ongoing projects.
• Serves as the "gatekeeper" for ongoing projects, monitoring progress to ensure that projects remain on track and maintaining organized project files.
• Interacts with clients and working team members to distribute draft documents for review and to coordinate receipt and reconciliation of client comments on distributions.
• Coordinates signatures for contracts, including e-Signatures and DocuSign.
• Compiles closing documents and post-closing records.
• Proofreads various documents.
• Organizes and maintains client records and files and makes client documents and files easily accessible for attorneys and working groups.
• Over time, acquires and grows knowledge of the federal securities laws and legal concepts and terminology and demonstrates the ability to apply such knowledge to daily tasks to contribute to work products in a thoughtful and effective manner.
• Applies solid computer skills and becomes proficient with practice-specific technologies.
• Demonstrates good judgment, common sense, and ingenuity to apply knowledge to assess alternatives and to identify and recommend solutions.

Experience/Qualifications

• A Bachelor's degree from an accredited four-year college, or equivalent combination of experience and education.
• A minimum of 6 years of transactional paralegal experience at a large law firm.
• Strong leadership and organizational skills.
• Strong attention to detail.
• Strong communication skills (written and verbal).
• Ability to think critically and see "big picture" effects.
• Ability to multi-task and shift priorities to meet moving and demanding deadlines.
• Ability to follow up and follow through on tasks and project deadlines.
• Ability to interact effectively and work well in a team environment.
• Ability to be proactive and a self-starter to serve as a "go to" person for both internal and external needs.
• Ability to maintain strict confidentiality of client and firm affairs.
• Ability to work overtime.

Benefits / Why Join Us

Morgan Lewis offers attractive benefits and competitive salaries. Our compensation structure rewards exceptional performance and recognizes the talent and experience that our people gain with each year of service.

We are committed to offering the best and most comprehensive benefits including:

• Medical coverage, with a variety of plans
• Health care and dependent care reimbursement accounts
• Domestic partner coverage
• Parental leave
• Vacation and holiday leave
• Life and accident insurance
• Income protection, including sick leave, salary continuation, and long-term disability

For positions in New York, NY, the salary range for this position is: $91,500.00 - $146,325.00.

The base salary or hourly wage range for this position will be determined during the interview process and will vary based on multiple factors, including but not limited to prior experience, relevant expertise, current business needs, and market factors.

The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

Additionally, salary or hourly wages may be only part of the total compensation package.

The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered.

Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at-will position" and the firm reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, firm or individual department/team performance, and market factors.

Additionally, if hired, your employment relationship with the firm will be on an "at-will" basis, meaning that the firm may modify the terms and conditions of your employment at any time, and that either you or the firm will be free to end the relationship at any time with or without cause and with or without advance notice, although reasonable notice would be expected.

Equal Employment Opportunity & Diversity

Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities.

We value inclusion and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.

Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.

California Applicants: Pursuant to the California Consumer Privacy Act, the following link contains the Firm's California Consumer Privacy Act Privacy Notice for Candidates which explains the categories of personal information that we collect and the purposes for which we use such personal information.

CCPA Privacy Notice for Candidates

Morgan, Lewis & Bockius, LLP reasonably accommodates applicants and employees who need them to perform the essential functions of the job because of disability, religious belief, or other reason protected by applicable law.

If you believe you need a reasonable accommodation during the application process, please contact Talent Acquisition at 888.534.5003 or [e-mail]

Recruitment Policy

SEARCH FIRMS: Morgan Lewis does not accept resumes or referrals from search firms for most staff positions. If you are a search firm, employment agency, or representative of either, you will not be compensated in any way for your referral of a candidate to a position not approved for agency recruiters and/or for an inquiry submitted to anyone other than the recruiting contacts as listed on our main website.