Corporate Paralegal (Asset Management - Funds)

Ropes & Gray•San Francisco, CA

7d•Hybrid

About The Position

Ropes & Gray is a preeminent global law firm recognized for its leading practices in various areas, including asset management. This role supports the Asset Management practice group, assisting attorneys and paralegals with a variety of matters and requiring the ability to work independently or as part of a team. The firm emphasizes the use of technology and AI-enabled tools, with a requirement for employees to participate in training and maintain proficiency in these tools, adhering to strict policies regarding confidentiality, data security, and responsible use.

Requirements

Bachelor's degree.
Three years of experience as a corporate paralegal or comparable work experience preferred.
Strong interpersonal and communication skills.
Demonstrated self-starter who is both highly organized and a team player.
Comfort learning and working with new technologies.
Willingness to develop proficiency in firm-approved artificial intelligence and legal technology tools.
Ability to critically assess technology-assisted work product, verify outputs, protect confidential information, and exercise sound judgment regarding appropriate use is essential.

Nice To Haves

Prior experience with legal AI tools is helpful.

Responsibilities

Independently manages closing logistics for transactions, including drafting supporting certificates and schedules, coordinating large document productions, and developing systems for tracking document delivery.
Prepares state, UCC, and federal regulatory filings as necessary.
Resolves common problems encountered in transactions and corrects them with minimal assistance.
Forms appropriate opinions for corrective actions after consideration and deliberations.
Demonstrates familiarity with unique or uncommon events in the life cycles of public and private companies, and with state and federal reporting requirements for regulatory matters and company documents.
Completes and reviews investor subscription documents, ensuring accuracy and consistency of responses, and tracks these documents using spreadsheets and databases.
Tracks and maintains corporate minute books and stock record books.
Maintains and manages a database to track the location and status of client records and institutional information.
Assists in the drafting of entity governing documents, resolutions, consents, minutes, equity ownership documents, and transfer agreements.
Reviews KYC documentation, including entity governing documents, tax documents, and personal identity verification documents.
Develops knowledge of entity legal structures.
Drafts closing documents, including closing certificates, partnership and operating agreements, and side letters.
Coordinates the legal closing of private investment funds to meet client deadlines.
Identifies opportunities to improve existing workflows through technology and AI-enabled tools and collaborates with relevant teams to support adoption.
Participates in required training and maintains proficiency with firm-approved AI and legal technology tools.
Adheres to all firm policies and requirements regarding the responsible use of artificial intelligence and other technologies.
Maintains strict confidentiality of the firm's internal and personnel affairs.
Interacts and collaborates effectively with all levels of personnel.
Serves as a resource, facilitator, and mentor to support the needs of the department.
Anticipates problems and issues and exercises independent judgment to make sound decisions and take action, knowing when and to whom to escalate issues.
Provides clear instructions to AI tools, assesses outputs critically, identifies potential inaccuracies, and applies appropriate human review.
Shares information, goals, opportunities, successes, and failures with appropriate parties.
Owns professional development by actively seeking feedback and learning new skills.
Performs other work-related duties as assigned.