Paralegal, Corporate

Lowenstein Sandler•Palo Alto, CA

11d•$115,000 - $125,000•Hybrid

About The Position

The Corporate Paralegal will support attorneys in complex transactional matters, including mergers and acquisitions (M&A), private equity, venture capital, securities, debt/finance and general corporate governance. This role involves assisting with due diligence, preparing legal documents, maintaining corporate records, and liaising with clients and third parties. The ideal candidate will have a strong background in corporate law, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.

Requirements

Bachelor’s degree required; Paralegal certification preferred.
Minimum 3-5 years of experience as a corporate paralegal, with a focus on ECVC, M&A, private equity, and securities.
Excellent written and oral communication abilities.
Proficiency in Microsoft Office Suite, iManage, DocuSign, and deal management software (such as Carta, Pulley, AngelList, ShareWorks).
Familiarity with Blue Sky compliance, UCC filings, and SEC reporting.
Ability to handle sensitive information with discretion and maintain confidentiality.
Attention to detail and ability to manage complex transactions.
Strong initiative, resourcefulness, and the ability to work independently and in a team environment.
Proactive and client-service-oriented approach to problem-solving.
Commitment to high standards of legal service and professionalism.

Responsibilities

Prepare and maintain capitalization tables and track stock options and equity compensation through Carta, Pulley, AngelList, ShareWorks.
Assist in drafting and filing corporate documents, including entity formations, amendments, mergers, and dissolutions.
Conduct due diligence, including reviewing and summarizing contracts and corporate records.
Draft initial versions of closing certificates, board and stockholder resolutions, and other essential transactional documents, including those related to M&A.
Maintain closing checklists and assist with closing logistics, including obtaining signatures and assembling closing volumes through programs such as Litera.
Assist with preparing HSR, FINRA, SEC filings (e.g., Forms S-1, 10-K, 10-Q, 8-K) and Blue Sky/securities filings.
Manage corporate records, including maintaining board/stockholder minute books, tracking board meetings, and preparing resolutions.
Assist in drafting simple minutes, consents, and resolutions based on attorney instructions.
Ensure accurate company data is maintained in corporate records, including officer and director information.
Handle statutory filings and corporate compliance matters, including UCC filings and tax-related forms.
Oversee the maintenance of LLC and corporate books and records, including incentive equity grants, consents, minutes, and other relevant documentation, ensuring compliance with legal and regulatory requirements.
Prepare and maintain securities documentation, including stock option grants, restricted stock grants, and warrants, both in Carta and externally.
Coordinate with third parties for filings and ensure compliance with reporting deadlines for private and public companies.
Assist with private placements, investor questionnaires, and regulatory filings.
Conduct legal research using resources like Westlaw and LexisNexis to assist with regulatory and jurisdictional matters.
Order lien searches, summarize results, and maintain accurate records of company data.
Track key dates and deadlines, ensuring timely filings and compliance.
Order and distribute certified copies, good standing certificates, and other necessary documents.
Ability to train and mentor colleagues on job responsibilities, ensuring efficient knowledge transfer and skill development.