Job Description

Job Opportunity: Paralegal – Private Investment Firm

Are you an experienced paralegal looking to join a dynamic private investment firm with a broad portfolio of private equity and real estate investments? We are seeking a highly organized and detail-oriented individual to support our legal operations. This role involves managing corporate entities, preparing and reviewing legal documents, coordinating with outside counsel, and ensuring compliance with filing and regulatory obligations.

The ideal candidate thrives in a fast-paced environment, handles confidential information with discretion, and demonstrates exceptional judgment, initiative, and professionalism.

Responsibilities

Legal & Document Support

• Draft, review, and edit legal correspondence, agreements, contracts, and memoranda with precision.
• Coordinate execution, archiving, and version control of legal documents.
• Facilitate communication and follow-ups with internal stakeholders and external counsel.

Entity Management

• Maintain an updated inventory of investment and operating entities, including organizational charts and ownership diagrams.
• Support entity formation, dissolution, registration, and annual compliance across jurisdictions.
• Manage corporate minute books, including stock certificates, ledgers, and consents.

Transactional Support

• Track deadlines, prepare closing checklists, and monitor the progression of transactional documents.
• Compile due diligence request lists and analyze materials to ensure compliance with representations and warranties.
• Prepare ancillary legal documents for real estate and corporate transactions.
• Manage disclosure schedules for acquisitions, divestitures, and real estate transactions.
• Coordinate the collection and delivery of signature pages and handle post-closing activities such as permits, licenses, and indemnity claims.

Compliance & Governance

• Track and fulfill filing deadlines for corporate governance, annual reports, and state registrations.
• Assist with Know Your Customer (KYC) requirements, regulatory filings, and documentation for investment activities.

Operational Support

• Process invoices and oversee billing communications with vendors and outside counsel.
• Organize digital and physical legal databases in compliance with confidentiality and document retention policies.
• Coordinate internal approvals for legal and financial documentation.

Cross-Functional Collaboration

• Work closely with finance, investment, and operations teams to address entity-related and deal-related needs.
• Serve as a resource for internal inquiries regarding legal procedures or entity information.

Key Attributes

• Attention to Detail: Precise in reviewing documents, maintaining accurate records, and navigating complex structures.
• Discretion: Handles confidential information with integrity and professionalism.
• Proactive Approach: Anticipates needs, identifies challenges, and recommends solutions.
• Collaborative Mindset: Works effectively with internal and external partners.
• Reliable & Responsive: Consistently meets deadlines and follows through on commitments.
• Adaptability: Thrives in a fast-paced, evolving environment.
• Aligned Values: Demonstrates our firm’s IDEALS – Integrity, Diversity, Excellence, Alignment, Leadership, and Service.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Minimum of 5 years of experience as a paralegal in a law firm, corporate legal department, or investment-focused environment; real estate or private equity experience preferred.
• Comprehensive understanding of entity management, regulatory compliance, and commercial transactions.
• Proven ability to handle sensitive information discreetly and effectively.
• Strong organizational and multitasking skills with an ability to manage competing deadlines.
• Excellent written and verbal communication skills.
• Analytical mindset with the ability to see both the broader context and finer details.

Technical Skills

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams).
• Familiarity with legal document management systems and electronic signature platforms such as DocuSign.
• Experience with entity management software or databases is a plus.

About Us

Join a team where your expertise helps drive excellence. Our firm values integrity, collaboration, and alignment with the needs of a diverse portfolio of investments. Be a part of a fast-paced environment that fosters growth and innovation while prioritizing professionalism.

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