Fund Formation Senior Paralegal

Chelsea Search GroupSan Francisco, CA

About The Position

The Fund Formation Senior Paralegal provides paralegal support to the Firm's attorneys and senior paralegals, performing administrative duties as assigned. This role involves all facets of emerging company and venture fund work.

Requirements

  • Available to work overtime, as required
  • After orientation at Law Firm, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
  • Bachelor’s Degree
  • Bill a minimum of 1600 hours annually
  • Minimum of 5 years of paralegal experience, preferably in Fund Formation

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

  • 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
  • Research of Federal and State securities regulations in connection with fund formations
  • Preparation and filing of requisite notices
  • Conduct due diligence review of documents and with the preparation of opinions and backup in connection with fund formation
  • Handle SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios
  • Turn in time sheets, e-timelogs and fulfill other administrative duties in a timely fashion
  • All other duties as assigned or required
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