Paralegal

Summary

Join a reputable investment management organization with over 20 years of experience and a strong track record of partnering with numerous enterprises. This role focuses on transactional tasks supporting fund formation, fundraising, and various aspects of deal flow within private equity and venture capital. The position requires a minimum of 3 years of experience in relevant financial services and proficiency in Microsoft Office and Adobe tools. The role is remote and offers full-time employment with flexible hours during and after training.

Requirements

• Minimum of 3 years, preferably in financial services, private equity, or fund industries
• Proficiency in Microsoft Office Suite and Adobe tools

Responsibilities

• Assist in fund formation and fund raise process, including
• Investor subscription document gathering and review
• OFAC/KYC/AML checks
• Regulatory filings
• LPAC formation and documentation
• Tracking progress and ensuring all necessary documents have been drafted, signed, and filed
• Assist with investor transfers and consents
• Assist with various documents related to company deal flow (acquisitions, investments, dispositions, board membership)
• Assist in drafting internal memos
• Assist with subpoena responses
• Assist with third party service provider diligence and documentation
• Data room implementation and management
• Internal recordkeeping/tracking

Preferred Qualifications

• Familiarity with OFAC/KYC/AML checks
• Experience in private equity and venture capital acquisitions or investments

Benefits

• Remote
• Full-time Employment
• Client Direct Hiring
• While Training: 11PM - 8AM
• Training Completed: 5AM - 2PM