Paralegal
4 weeks ago
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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