Fund Formation Case Assistant
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, side letters, transfer agreements, admission agreements, and other amendments. The position also requires conducting investor suitability due diligence, researching Federal and State securities regulations, preparing and filing requisite notices, reviewing documents for due diligence, and assisting with the preparation of opinions and backup in connection with fund formation. Additionally, the role supports SEC compliance reporting for venture fund clients regarding their public company stock portfolios.
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
- 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
Nice To Haves
- Paralegal Certificate
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
Benefits
- medical
- health savings account (with applicable medical plan)
- dental
- vision
- health and/or dependent care flexible spending accounts
- pre-tax commuter benefits
- life insurance
- AD&D
- long-term care coverage
- backup care for children and/or adults
- other parental support benefits
- firm-paid life insurance
- AD&D
- LTD
- short term medical benefits
- 20 days of Paid Time Off (“PTO”)
- 10 paid holidays each year
- generous parental leave
- fertility benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
