Paralegal

4 weeks ago

Philadelphia, United States Select Recruiting Group, LLC Full time

Our client, an investment management firm, is looking for a Paralegal.


Job duties:

Document Management/Retention

  • Coordinate and maintain files. Ensure all final documents are saved in a timely basis to iManage and Sharepoint.
  • Oversee legal record retention for the Americas.
  • Set up and maintain data rooms for the proper distribution of private placement documentation and other legal documents as necessary.


Legal Support Services

  • Assist the Teams with such matters as may be required and provide legal support services for the Firm’s business activities in the Americas as needed.
  • Review and negotiate NDAs and joinder agreements.
  • Review and negotiate vendor contracts, sponsorship agreements, recruiting contracts, and engagement letters.
  • Prepare 408(b)(2) and Form 5500 letters.
  • Draft contract amendment agreements and termination notices.
  • Complete subscription documents and coordinate KYC materials for fund investments.
  • Draft investor transfer documents for certain private funds.
  • Assist with fund liquidations.
  • Prepare and coordinate Regulation D filings with external counsel.
  • Prepare and coordinate other regulatory filings when requested by the Legal Team.
  • Prepare legal response documents as required by the business, with oversight from the Legal Team members
  • Prepare notarizations, apostillizations and consularizations as required.


QUALIFICATIONS and EXPERIENCE REQUIRED

  • B.A./B.S. preferred but not required. Must attend conferences related to the position as requested
  • Pennsylvania notary license required (reasonable period of time will be permitted to take the test if the candidate does not currently hold the license).
  • Experience in the investment management field with a preferred emphasis on private placement, private markets and advisory work. Broker-dealer experience also helpful but not required
  • Must have strong oral communication skills, have good organizational skills and be able to collaborate with and between internal lawyers and business persons
  • Must have excellent organizational skills, strong work ethic and a flexible and professional attitude
  • Must have the ability to multi-task and prioritize without supervision
  • Candidates must have proven advanced knowledge of MS Office Suite and Powerpoint

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