Investment Manager

Paralegal, New York, NY

Paralegal (New York, NY): Our client, an investment management firm with north of $70B in AUM, is looking for a talented, meticulous and experienced paralegal to join its legal team in NYC. 


Key highlights: 

  • New position, primarily supporting the deal team on investments in private technology companies.
  • Ability to work on deals involving cutting edge companies in a very interesting space.
  • Will be working with a growing group of attorneys who value good work, dedication, a learning mindset and a supportive environment.
  • Opportunity to grow and assist in other matters – this is a lean and busy group, so there’s plenty of room for the right person to take on more.


  • Manage portfolio company and investment records.
  • Assist with private investment transaction process.
  • Respond to KYC requests from counterparties in connection with private deals.
  • Assist in complex corporate structuring tasks and maintenance of entities in various jurisdictions.
  • Assist with negotiating and drafting NDAs.
  • Work with outside counsel in the above matters.


  • At least 4 years of relevant corporate or transactional paralegal experience, preferably from a law firm or other financial services firm; bachelors degree required
  • Experience coordinating, organizing, and reviewing legal documents; demonstrated skillset creating and maintaining relevant database files
  • Excellent computer skills required (especially Microsoft Word and Excel); superior verbal and written communication skills, with the ability to communicate effectively and professionally with all levels of management
  • Comfortable working independently in a fast-paced environment, while managing multiple projects
  • Strong attention to detail and organizational skills; must be motivated, self-driven and proactive

Job Reference #1668 

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