Senior Paralegal (Investment Funds & Capital)

Goodwin; San Francisco (CA); On-site; USD 123,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

Professional development

Employee discounts

Job summary

Goodwin Halifax? (Note: Company is Goodwin) is seeking a Senior Paralegal in Private Investment Funds to support fund formation, investor onboarding, and regulatory compliance on client matters across multiple jurisdictions.

You will coordinate closings, maintain records, and collaborate with attorneys to deliver high-quality, cost-efficient legal services. A CA paralegal certification is required in CA, ABA certification outside CA, and 5+ years of relevant experience.

Qualifications

• BA/BS degree required; CA paralegal certification required in California.
• Outside California, ABA-accredited paralegal certification preferred.
• 5+ years of experience in private investment funds or related legal practice.
• Expertise in fund administration platforms.
• Advanced proficiency with Microsoft Word and Excel; document automation tools preferred.
• Strong organizational and verbal/written communication skills.
• Ability to work in a team-oriented environment; meet hours threshold.
• Deep understanding of private investment fund structures, investor onboarding, and regulatory frameworks.
• Ability to independently manage complex fund transactions and investor communications.

Responsibilities

• Prepares and reviews fund formation documents, including limited partnership agreements, operating agreements, subscription documents, and side letters.
• Coordinates and manages investor onboarding processes, including KYC/AML compliance and subscription tracking.
• Assists with regulatory filings, including Form D, Form ADV, and other SEC and state filings.
• Maintains fund and entity records, including organizational charts and minute books.
• Coordinates closings and capital calls, including preparation of closing binders and investor communications.
• Conducts research on securities laws, investment adviser regulations, and fund-related compliance matters.
• Interfaces directly with clients, fund administrators, and service providers to ensure seamless execution of fund-related transactions.
• Develops and implements best practices for fund documentation, investor communications, and compliance workflows.

Skills

Microsoft Word

Microsoft Excel

Document automation tools

Communication skills

Attention to detail

Time management

Team collaboration

Fund administration platforms

Education

BA/BS degree

Paralegal Certification (CA)

Paralegal Certification (ABA) preferred outside CA

Tools

Fund administration platforms

Job description

Overview

Join Goodwin’s Global Operations Team, and make a real impact on a global scale. At Goodwin, we work with some of the world’s most successful and innovative investors, entrepreneurs and disruptors in the life sciences, private equity, real estate, technology and financial industries, and where they converge. As part of the Global Operations Team – all business professionals at the firm – you’ll collaborate with colleagues from varied backgrounds and experiences, fostering an environment where cross‑functional learning, networking, and collaboration are at the core of what we do.

Here, we’re not just supporting a law firm; we’re partnering with attorneys and clients to deliver cutting‑edge solutions in high‑stakes litigation and dispute resolution, world‑class regulatory compliance and advisory services, and complex transactions. Our commitment to integrity, ingenuity, agility, and ambition drives us, and we’re proud to have been recognised as the “Best Business Team” by The American Lawyer.

This is your opportunity to grow professionally in a dynamic, global environment, surrounded by forward‑thinking peers.

As professionals, Private Investment Fund Senior Paralegals are offered opportunities to play key roles on our client teams while also developing themselves to the highest caliber. Senior Paralegals at Goodwin work side‑by‑side with attorneys to provide high‑quality, cost‑effective legal services on each of our sophisticated fund matters. Private Investment Fund Senior Paralegals collaborate with attorneys on complex fund formation, investor onboarding, and regulatory compliance matters across a wide range of private investment vehicles.

What You Will Do

• Prepares and reviews fund formation documents, including limited partnership agreements, operating agreements, subscription documents, and side letters
• Coordinates and manages investor onboarding processes, including KYC/AML compliance and subscription tracking
• Assists with regulatory filings, including Form D, Form ADV, and other SEC and state filings
• Maintains fund and entity records, including organizational charts and minute books
• Coordinates closings and capital calls, including preparation of closing binders and investor communications
• Conducts research on securities laws, investment adviser regulations, and fund‑related compliance matters
• Interfaces directly with clients, fund administrators, and service providers to ensure seamless execution of fund‑related transactions
• Develops and implements best practices for fund documentation, investor communications, and compliance workflows

Who You Are

• BA/BS degree
• For applicants in California Paralegal Certification in compliance with California Business and Professions Code Section 6450 required in California.
• Outside California, Paralegal Certification from ABA accredited institution preferred.
• 5+ years of experience in private investment funds or related legal practice
• Expertise in fund administration platforms
• Advanced proficiency with Microsoft Word and Excel; experience with document automation tools preferred
• Strong organizational as well as verbal and written communication skills
• High level of attention to detail
• Capable of handling multiple responsibilities at the same time
• Adept at planning ahead and meeting deadlines
• Ability to work well in a team‑oriented environment
• Must consistently meet hours threshold
• Deep understanding of private investment fund structures, investor onboarding, and regulatory frameworks
• Ability to independently manage complex fund transactions and investor communications
• Demonstrated ability to apply prior knowledge to new fund structures and client needs
• Strong client service orientation with an understanding of fund sponsor and investor priorities
• Proactive in staying informed of changes in fund‑related regulations and market practices
• Skilled in managing multiple priorities and deadlines in a fast‑paced environment
• Facile with technical tools, software and programs associated with the function
• Standard business hours with the flexibility to work after hours including evenings and weekends as needed and ability to work in‑office as required by the firm’s hybrid work guidelines.

Benefits And More

• Health, dental, and vision insurance
• Life and disability insurance
• Retirement & Savings Plan
• Emergency back‑up child and adult care
• Paid vacation, sick time off, and holidays
• Professional development and career advancement opportunities
• Employee recognition and reward programs
• Employee wellness and assistance programs
• Employee discounts and perks

Overtime eligible: Yes

The target salary range for this position varies by location and is commensurate with relevant experience: Boston $103,000 - $141,000 | Los Angeles $123,000 - $170,000 | New York $107,000 - $147,000 | Orange County $123,000 - $170,000 | Philadelphia $94,000 - $129,000 | San Diego $123,000 - $170,000 | San Francisco $123,000 - $170,000 | Santa Monica $123,000 - $170,000