A leading global private equity firm is seeking an experienced and highly organized paralegal / legal assistant to join its legal & compliance team in Greenwich, CT. This is an opportunity to take ownership of core legal process management and compliance processes within a collaborative team. The ideal candidate brings strong attention to detail, excellent interpersonal skills, and the ability to manage multiple priorities in a steady, professional environment.
Key Points:
- Join a lean and collegial Legal & Compliance team with direct exposure to the General Counsel and Chief Compliance Officer.
- Highly collaborative culture offering long-term stability, predictable hours, and work-life balance.
- Hybrid schedule: four days per week in office (M-Th in office; Friday option to work from home)
Responsibilities:
- Coordinate AML/KYC collection of information and clearance for new and existing investors with Fund administrators.
- Assist in reviewing and processing subscription documents and investor certifications.
- Serve as a point of contact for investor documentation inquiries.
- Coordinate with outside counsel, fund administrators and legal, compliance and finance teams on subscription documents and closings.
- Communicate with investors on open points.
- Support the drafting, review, execution, and tracking of transfer agreements and related documentation.
- Maintain accurate records of legal documents, amendments, consents, and signature pages.
- Maintain and update structure charts.
- Organize and maintain shared legal and compliance filing systems (digital and physical).
- Track workflow timelines and ensure follow-ups are completed promptly.
- Support compliance tasks such as maintaining policy records, preparing materials for regulatory reviews, and assisting with internal audits.
- Assist with preparation of meeting materials and, when needed, meeting minutes.
- Collaborate with internal Legal, Compliance, and Finance teams to ensure seamless documentation management and information flow.
- Communicate professionally with internal stakeholders, outside counsel, and investors.
Qualifications:
- 5+ years of experience as a Legal Assistant or Paralegal, preferably supporting in-house legal or compliance teams.
- Hands-on experience with investor documentation, including AML/KYC and subscription materials.
- Strong organizational discipline; capable of managing multiple workflow streams simultaneously.
- Excellent communication skills, both written and verbal.
- High attention to detail; demonstrates accuracy and follow-through.
- Comfort working on-site four days per week.
- Willingness to learn.
Compensation Expectations: $150K+ base salary + competitive all-in package