Fund Formation Case Assistant

Cooley LLP•Palo Alto, CA

3d•$34 - $37•Onsite

About The Position

Cooley is seeking a Fund Formation Case Assistant to provide paralegal support to attorneys and paralegals and perform administrative duties as assigned. This role involves assisting with emerging company and venture fund work, including the preparation and maintenance of organizational documents, partnership and limited liability company agreements, and various other agreements and amendments. The position also requires conducting investor suitability due diligence, researching securities regulations, preparing and filing notices, reviewing documents, and assisting with SEC compliance reporting.

Requirements

Available to work overtime, as required
After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
Bachelor’s Degree

Nice To Haves

Paralegal Certificate
Ability to work independently and as part of a team in a fast-paced environment for multiple supervisors, meet deadlines and maintain flexibility with work assignments (including changes in attorney/paralegal assignments) and work schedules
Ability to organize and prioritize work assignments as well as delegate tasks to service departments when necessary
Possess excellent written, communication and proofreading skills with attention to detail
Ability to work well with others, including clients
Ability to work well under pressure
Must demonstrate initiative, diplomacy and tact
Reliable, committed and punctual

Responsibilities

Assist with emerging company and venture fund work including: Preparation and maintenance of organizational documents, Preparation of partnership and limited liability company agreements, Preparation of side letters, transfer agreements, admission agreements and other amendments, Conducting investor suitability due diligence
Assist with research of Federal and State securities regulations in connection with fund formations
Assist with the preparation and filing of requisite notices
Assist with due diligence review of documents and with the preparation of opinions and backup in connection with fund formation
Assist with SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios
Bill a minimum of 1600 hours annually
Turn in time sheets, e-timelogs and fulfill other administrative duties in a timely fashion
All other duties as assigned or required