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Responsibilities
- Assist with entity formation, drafting governing documents, maintaining corporate records, and preparing subscription agreements for investors.
- Prepare and file SEC documents (e.g., Form D, Form ADV) and Blue Sky filings.
- Coordinate closing processes, manage investor subscription documents (KYC/AML), and handle side letters.
- Maintain fund status charts, track deliverables, and manage data rooms.
Requirements
- At least four years of experience supporting attorneys throughout the full lifecycle of private equity, hedge, or venture capital funds, including fund formation, investor onboarding, regulatory compliance, and transaction management.
- Strong academic record with a GPA of 3.4 or higher.
- 4 years of corporate paralegal experience, specifically within private funds or investment management.
- Bachelor’s degree required.
- ABA-approved paralegal certificate is preferred.
- Proficiency in Microsoft Office and document management systems (e.g., DocuSign).
- Experience with SEC/Blue Sky regulations.
Skills
- Attention to detail
- Microsoft Office proficiency
- Document management systems proficiency
- SEC/Blue Sky regulations experience
Location
- Remote
Work Type
- Flexible schedule
- Work from home options
Experience Level
- 4 years of experience
Education Level
- Bachelor's degree
- ABA-approved paralegal certificate
Salary/Compensations
- Competitive salary
Benefits
- 401(k)
- 401(k) matching
- Company parties
- Competitive salary
- Dental insurance
- Employee discounts
- Flexible schedule
- Free food & snacks
- Health insurance
- Paid time off
- Parental leave
- Training & development
- Tuition assistance
- Vision insurance
- Wellness resources