Our client, a leading private investment firm, is seeking a Paralegal to join its New York office. This role reflects the firm’s continued growth and the need for a highly organized, proactive professional to support its legal, compliance, finance, and investor-relations functions. The position offers exceptional visibility across the firm’s operations and an opportunity to work closely with senior professionals in a collaborative, low-ego environment.
Key Points:
- Join a globally recognized private investment firm with deep expertise in financial services and cross-border transactions.
- Position designed to enhance the firm’s operational and regulatory infrastructure.
- Work directly with people across the firm, including the investment professionals and members of the Operations team (the General Counsel/COO, Compliance Officer, Finance team, and Investor Relations) on document management, filings, and internal coordination.
- Ideal for a meticulous, solutions-oriented professional who enjoys organizing processes, maintaining records, and supporting cross-functional initiatives.
- Entrepreneurial, collegial culture that values humility, precision, and intellectual curiosity.
Responsibilities:
- Maintain and organize legal and compliance records, databases, and internal filing systems across fund, corporate, and investor documentation.
- Support the preparation and coordination of fund formation and investor materials, including side letters, partnership agreements, and due-diligence requests.
- Assist with regulatory filings and compliance monitoring (e.g., Form ADV, Form PF, marketing reviews, vendor diligence).
- Draft and proofread correspondence, NDAs, resolutions, and other standard agreements.
- Coordinate document execution, signature packets, and investor onboarding materials.
- Liaise across internal teams (legal, compliance, finance, investor relations) and external counsel to ensure timely completion of projects.
- Support ad-hoc firm initiatives related to corporate governance and operational efficiency as well as special projects.
Qualifications:
- Bachelor’s degree required
- 2-5 years of experience as a corporate or investment-management paralegal in a law firm or financial-services environment.
- Familiarity with private-fund documentation, regulatory filings, and record-keeping best practices.
- Exceptional attention to detail, organization, and follow-through.
- Professional, low-ego demeanor; thrives in a collaborative, lean environment.
- Strong communication skills and the ability to manage multiple priorities with discretion and judgment.
Compensation Expectations: $125-200k all-in compensation