9 дней назад
Senior Paralegal (Investment Funds & Capital)
123 000 - 170 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Paralegal (Investment Funds & Capital) (Private Investment Funds): Preparing and reviewing fund formation documents, coordinating investor onboarding, and supporting regulatory filings with an accent on KYC/AML compliance, SEC reporting, and complex fund transactions. Focus on managing closings and capital calls, maintaining fund records, and coordinating client and service-provider communications.
Location: Silicon Valley, United States; hybrid work with in-office attendance as required by the firm’s guidelines
Target salary for San Francisco: $123,000–$170,000 per year. The position is eligible for overtime.
Company
is a global law firm supporting investors, entrepreneurs, and companies across life sciences, private equity, real estate, technology, and financial industries.
What you will do
- Prepare and review fund formation documents, including partnership agreements, operating agreements, subscription documents, and side letters.
- Coordinate investor onboarding, KYC/AML compliance, and subscription tracking.
- Assist with Form D, Form ADV, SEC, state, and other regulatory filings.
- Maintain fund and entity records, organizational charts, and minute books.
- Coordinate closings and capital calls, including closing binders and investor communications.
- Research securities laws and investment adviser regulations, interface with clients and service providers, and improve fund documentation and compliance workflows.
Requirements
- BA/BS degree and 5+ years of experience in private investment funds or related legal practice.
- California paralegal certification compliant with California Business and Professions Code Section 6450 is required for California applicants; ABA-accredited certification is preferred outside California.
- Deep understanding of private investment fund structures, investor onboarding, and regulatory frameworks.
- Expertise with fund administration platforms and strong proficiency in Microsoft Word and Excel.
- Strong organization, communication, attention to detail, client service, and deadline-management skills.
- Availability for standard business hours, occasional evenings and weekends, and in-office work as required.
Nice to have
- Experience with document automation tools.
- Paralegal certification from an ABA-accredited institution for applicants outside California.
Culture & Benefits
- Health, dental, and vision insurance.
- Life and disability insurance and a retirement and savings plan.
- Paid vacation, sick time, and holidays.
- Emergency backup care, wellness and assistance programs, and employee discounts.
- Professional development, career advancement, recognition, and reward programs.
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