Paralegal / Senior Paralegal - Asset Management Specialist
24 hours ago
The Paralegal/Senior Paralegal will primarily assist with subscription document review duties for the Alternative Investments practice. This role will interact directly with Asset Management Group Partners, Special Counsel, and Associates in New York, Washington, D.C., and London offices, as well as with clients.
Duties & Responsibilities:- Support the Asset Management Alternative Investments Subscription Document Review Team.
- Prepare subscription agreements for attorney review and track status/progress of the review.
- Direct communication with asset management clients (onboarding, sales, and legal teams) on a daily basis.
- Maintain spreadsheets that track investor data, perform reconciliation tasks, and create closing files.
- Assist with document retrieval and assist with a wide range of projects/deliverables.
- Maintain records of investment documents in various online databases.
- Coordinate investor documents among Asset Management attorneys in the New York, Washington, D.C., and London offices.
- Education: Bachelor's degree required.
- Experience:
- For Paralegal candidates, we require a minimum [1-2] years of paralegal experience.
- For Senior Paralegal Candidates, we require a minimum [5] years of paralegal experience.
- Experience in financial services or a corporate legal setting is preferred.
- Must be able to effectively work and communicate with all levels of partners, attorneys, and staff.
- Must be able to keep information confidential.
- Requires effective written and verbal communication and strong organizational and interpersonal skills.
- Ability to handle and prioritize multiple assignments while working under pressure to meet important deadlines.
- Must be detail-oriented; possess strong organizational skills, and a high degree of accuracy.
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New York, New York, United States SourcePro Search, LLC Full timeJob SummaryWe are seeking a highly skilled Paralegal / Senior Paralegal to join our Asset Management team. The successful candidate will assist with subscription document review duties, interact with Asset Management Group Partners, and maintain records of investment documents.Key ResponsibilitiesSupport the Asset Management Alternative Investments...
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