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14 дней назад

Paralegal - Investment Management

Формат работы
hybrid
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Paralegal - Investment Management (Business Law/Investment Management): Supporting attorneys and clients with business formations, contracts, subscription documents, AML/KYC, investor intake, due diligence, and securities filings with an accent on legal document preparation, regulatory compliance, and client communication. Focus on preparing Form D and state blue sky filings, researching investment management regulations, managing multiple deals, and coordinating accurate filings and documentation.

Location: Dallas, United States; hybrid in-office work four days per week. Overtime required.

Company

hirify.global is a large Dallas-based law firm providing legal services across corporate, litigation, banking and finance, healthcare, labor and employment, real estate, intellectual property, and other practice areas.

What you will do

  • Support attorneys with business formations, contract matters, subscription documents, AML/KYC processes, investor intake, due diligence, securities filings, and other business law matters.
  • Prepare and handle Form D, state blue sky, and related securities filings.
  • Identify and gather information and draft legal paperwork for investors and sponsors during investor intake and due diligence.
  • Review, organize, and manage partnership agreements, operating agreements, subscription documents, AML/KYC materials, and other business contracts.
  • Conduct basic legal research, monitor changes in investment management rules and regulations, and assist with client alerts.
  • Collaborate with paralegals, legal assistants, attorneys, clients, and court personnel; track and record billable time and meet monthly goals after training.

Requirements

  • Either a bachelor’s degree or at least 2 years of experience as a paralegal assisting with business matters or similar legal services experience, together with an ABA paralegal certificate.
  • Familiarity with effective administrative processes and the ability to manage multiple tasks and deals simultaneously.
  • Strong writing skills and the ability to communicate clearly, logically, and grammatically.
  • Ability to conduct legal research and explain difficult concepts in simple terms.
  • Strong computer skills, including proficiency with Microsoft Word and other Microsoft Office products.
  • Ability to communicate with internal team members, clients, and court personnel directly.
  • Ability to meet deadlines, strong organizational skills, and the ability to work independently or collaboratively.
  • A bachelor’s degree or paralegal certification from an ABA-approved school.
  • Ability to move around the office up to 15% of the time, remain stationary at least 75% of the time, operate office productivity machines, occasionally move documents or files weighing up to 15 pounds, and inspect computer-screen information at least 80% of the time.

Culture & Benefits

  • Hybrid work arrangement with four days per week in the office.
  • Inclusive workplace focused on respect, teamwork, professional reputation, and client relationships.
  • Opportunities to attend continuing legal education courses and expand knowledge of substantive law.
  • Work in a collegial Dallas office serving the firm’s practice and industry areas.

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