Paralegal Specialist - Investments

Nationwide Mutual Insurance•Columbus, OH

3d•Hybrid

About The Position

Nationwide's Investments Legal Practice Group within the Office of the Chief Legal Officer is seeking an experienced and highly motivated Paralegal Specialist to join our team supporting the Department of Investments. This role is a critical partner to attorneys and Nationwide’s investment professionals on a wide range of sophisticated private investment transactions, including private placements, private credit, private funds, alternative investments, structured investments, co-investments, secondary transactions, and related matters. The Paralegal Specialist operates with a high degree of independence and is expected to take ownership of assigned legal workflow and manage competing priorities. The preferred candidate will have relevant law firm or in-house legal experience with an institutional investor or financial services company. Business acumen, knowledge of investments transactions, and the ability to review and provide on-point initial comments on basic agreements is preferred. Support includes drafting and redlining investment related documents such as non-disclosure agreements, subscription agreements, side letters, consents and waivers, and simple amendments. A working knowledge of Westlaw, Lexis, and other AI based tools and strong research skills with the ability to synthesize and provide concise summaries is beneficial. This is a hybrid work schedule located in Columbus, OH.

Requirements

Typically, eight or more years of experience as a paralegal with demonstrated good performance.
Advanced knowledge of paralegal concepts, practices and procedures.
Significant knowledge of the operations, practices and procedures of general counsel or civil litigation, depending on area of specialty.
Proven knowledge of filing requirements of courts and agencies.
Must have demonstrated knowledge in legal research and complex deposition motion practices, as well as in appellate procedures.
Sophisticated analytical, research and organizational skills.
Consistent track record in setting work priorities that conform with established standards.
Self-starter who is able to work with little direction.
Able to handle complex projects with minimal direction.
Proven ability to provide leadership and support.
Ability to give presentations in both formal and informal settings.
Strong verbal and written skills for contact with associates, attorneys, clients and customers.
Ability to operate a computer and related legal and business software and databases.

Nice To Haves

Relevant law firm or in-house legal experience with an institutional investor or financial services company.
Business acumen, knowledge of investments transactions, and the ability to review and provide on-point initial comments on basic agreements.
Working knowledge of Westlaw, Lexis, and other AI based tools and strong research skills with the ability to synthesize and provide concise summaries.
Undergraduate or post-graduate studies in business administration, insurance or other related area preferred.
Certification in paralegal studies preferred.

Responsibilities

Provides support to attorneys in the form of legal research, drafting communications and preparing legal documents with minimal direction.
Conducts sophisticated and detailed legal research and compiles data from such references as online sources, digests and practice manuals, among others.
Researches and provides analysis of statutes, regulations and court decisions.
Prepares summaries and recommends resolutions to legal questions.
Prepares correspondence to internal and external contacts.
Drafts contracts, patent applications, resolutions and other legal documents.
Drafts detailed deposition outlines/questions, motions, pleadings, subpoenas, orders and briefs.
Works with attorney on unusual or complex matters.
Conducts and supervises broad-level assignments.
Evaluates matters which may have a significant impact.
May assist the attorney in executing legal matters.
For litigation specialty areas, leads the analysis and evaluation of records and data for discovery.
Drafts recommendations and correspondence to clients, claims attorneys, and customers with regard to discovery and legal matters.
May develop and maintains information databases.
Builds new processes for data maintenance, storage and retrieval.
May conduct and evaluate open and closed paralegal file audits, advising attorneys and management of the audit results and recommending improvements.
Demonstrates expertise in paralegal concepts and procedures.
Maintains proficiency in both business and legal professional competencies.
Assists in developing and implementing policies, procedures and precedents for the paralegal area.
Coordinates workflow and mentors and trains less experienced paralegals.
Responds to requests for production of documents, responses to interrogatories and/or regulatory requests and inquiries, and coordinates pre-trial proceedings and discovery, depending on area of specialty.
May perform other responsibilities as assigned.