Corporate Paralegal (Valiant)
About The Position
A boutique alternative investment firm is seeking a dynamic, highly organized, detail-oriented Senior Paralegal & Back Office Manager to support the firm’s investment offerings and operational functions. This fully remote position plays a key role in managing investment documentation, coordinating with third-party partners, and ensuring smooth execution of closings and compliance processes. The ideal candidate will be proactive, collaborative, and capable of navigating the legal, regulatory, and administrative aspects of private investment fund operations. The ideal candidate will have years of experience working with private offerings and reviewing Private Placement Memorandums. We are looking for a proactive, detail-oriented legal professional with at least 10 years of paralegal experience, including substantial work in private placement offerings, corporate structuring, and regulatory compliance.
Requirements
- Minimum 5 years of paralegal experience, ideally in securities, tax, or corporate law
- Prior work supporting attorneys handling sophisticated and complex legal matters, in either major law firms or highly specialized boutique practices.
- Experience assisting with Private Placement Memorandums (PPM) drafting, disclosures, subscription materials, and securities filing support
- Mastery of document formatting, version control, and legal editing conventions
- Strong research skills using Westlaw, EDGAR, and IRS/Treasury databases
- Excellent verbal and written communication skills
- Experience using legal practice tools (e.g., Clio, NetDocuments, DocuSign)
- Above-average editing and drafting capabilities defined by exceptional attention to detail
- Highly self-directed with big picture reasoning skills, capable of making connections and foreseeing possibilities across multiple dealings
Responsibilities
- Assist in drafting and proofreading private placement memoranda, subscription agreements, and securities disclosures
- Reviewing Private Placement Memorandums for Reg D offerings
- Prepare and revise LLC operating agreements, shareholder agreements, and related entity documents
- Conduct legal and regulatory research, especially relating to Reg D, Reg A, and tax code sections
- Organize and maintain due diligence files, closing binders, and cap tables
- Track filing deadlines and manage project timelines across multiple offerings
- Work with Broker Dealer in coordinating document collection, execution and signature logistics across parties
- Interface with clients professionally while managing follow-up and execution tasks
- Work with Venture.co on the establishment of offerings on its online platform and manage investor closings
- Coordinate with 3rd-party report providers
- Coordinate with the accounting firm for all work related to investor tax documentation
- Work with partners and investors with ongoing communication and any necessary filings
Benefits
- Competitive base salary ($80K–$100K based on experience)
- Performance-based bonuses
- Remote work with structured communication and accountability
- Opportunity to work on high-level matters alongside seasoned counsel
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
