Private Funds and Investment Management Paralegal

Overview

• Remote: Fully remote
• This role provides private funds and investment management paralegal support to attorneys across the full lifecycle of private funds, helping ensure legal and regulatory processes are managed efficiently.

Responsibilities

• Assist with entity formation and draft governing documents
• Maintain corporate records
• Prepare subscription agreements for investors
• Prepare and file SEC documents, including Form D and Form ADV
• Manage Blue Sky filings
• Coordinate closing processes
• Manage investor subscription documents, including KYC/AML
• Handle side letters
• Maintain fund status charts
• Track deliverables
• Manage data rooms

Requirements

• Minimum four years of corporate paralegal experience in private funds or investment management
• Bachelor’s degree required; ABA-approved paralegal certificate preferred
• Strong attention to detail
• Proficiency in Microsoft Office and document management systems such as DocuSign
• Experience with SEC and Blue Sky regulations

Compensation & Benefits

• Competitive salary
• Bonus based on performance
• 401(k)
• Dental insurance
• Health insurance
• Vision insurance
• Paid time off
• Free food and snacks
• Flexible work from home options available

Location

• Fully remote