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Senior Paralegal

2 weeks ago

Charlotte, North Carolina, United States GEM Full time $80,000 - $120,000 per year

Position Overview
We are seeking a highly organized and detail-oriented Senior Paralegal and Legal Operations Specialist to provide comprehensive support to GEM's Legal team. Reporting directly to the Senior Counsel, this role will contribute to the execution and oversight of legal operations across GEM's private fund investing and fundraising activities. The ideal candidate will bring strong paralegal experience, operational acumen, and a proactive mindset to manage legal workflows, draft and maintain documentation, track deadlines, and coordinate effectively with internal teams and external stakeholders.

Key Responsibilities
Key responsibilities include, but are not limited to:

Legal Operations and Project Management

  • Execute and coordinate legal workflows across private investments, product launches, investor onboarding, side letter negotiations, and regulatory filings, including preparation and processing of related documentation.
  • Maintain and enhance legal operations infrastructure by managing document management systems, tracking entity governance, and updating compliance calendars.
  • Track and monitor deliverables and timelines across Legal, Investment, Operations, and other GEM teams to ensure alignment and timely execution.
  • Coordinate signature pages and compile documents for closings, amendments, and investor communications, including preparation, assembly, and distribution of all required materials.

Paralegal Support

  • Draft, review, and manage legal documents, including NDAs, subscription agreements, and service provider contracts.
  • Assist with entity formation, governance documentation, and corporate filings across relevant jurisdictions.
  • Prepare and implement updates to fund documentation (e.g., private placement memoranda, limited partnership agreements, investment management agreements) and coordinate with external counsel, as needed.
  • Assist with legal onboarding of new investors, including reviewing and processing subscription materials.
  • Prepare and support regulatory filings and compliance obligations.
  • Manage and complete Know Your Customer (KYC) and Anti-Money Laundering (AML) documentation and investor accreditation processes for private investments.

Qualifications And Requirements
Successful candidates will demonstrate traits consistent with GEM's collegial and team-oriented culture, including enthusiasm, honesty, humility, integrity, and a spirit of curiosity. Additionally, candidates must meet the following criteria:

  • Bachelor's degree required; paralegal certification or legal studies preferred.
  • 5+ years of experience in a legal or compliance role within asset management, private equity, or fund administration required. Investment management and funds experience strongly preferred.
  • Excellent organizational, communication, and project management skills.
  • Proficiency in Microsoft Office and legal operations tools (e.g., Litera and Microsoft Teams).
  • Ability to thrive in a fast-paced, collaborative environment with high attention to detail.

Working Conditions

  • Position type: Full-time
  • Work schedule: Minimum 40 hours per week
  • Work location: Onsite at GEM office, five days per week
  • Work environment: Office
  • Essential physical requirements: Ability to sit and work on a computer for extended periods
  • Travel requirements: Minimal; primarily to and from firm or team-related events

Benefits

  • Competitive market-based compensation
  • Comprehensive medical, dental, and vision health insurance
  • Flexible Spending Account / Health Savings Account
  • Short- and long-term disability insurance
  • Life insurance / AD&D
  • 401(k) retirement plan with employer contribution
  • Lifestyle Spending Account (wellness reimbursement program)
  • Charitable donation match program
  • Paid time off
  • Education assistance, including certification, membership reimbursements, and more.
  • Team and company events

Company Culture
Every team member contributes to the GEM culture by respectfully voicing opinions, asking questions, evaluating how and why things are done, and offering solutions. This level of involvement and trust is developed through bonding opportunities over shared meals, joint celebrations, and team and firm outings.

Service is also a key element of GEM's culture. Employees are presented with opportunities to serve both internally and externally. They can sign up to serve on various internal committees, such as the Community Engagement Committee, and volunteer with local nonprofits. GEM aims to improve the local community while encouraging its team members' spirit of giving.