Paralegal - Investment Management

Haynes and Boone•Dallas, TX

6d•Hybrid

About The Position

The Investment Management Paralegal supports attorneys in serving clients on business formations, contract matters, subscription documents, AML/KYC processes, investor intake and due diligence, securities filings, and other business law matters. The role works closely with attorneys, clients, paralegals, and legal assistants, and requires strong organizational, analytical, and communication skills. It is hybrid, with four days per week in the office, and overtime is required. The paralegal prepares Form D, state blue sky, and other related securities filings; assists with legal documents and investor and sponsor intake and due diligence; and reviews, organizes, and manages business contracts and agreements. The role also involves basic legal research, monitoring changes in investment management rules and regulations, helping draft client alerts, and accurately recording billable time against monthly goals after the initial training period. The position reports directly to the Office Administrator and assigned attorneys. It is a non-exempt role at Haynes and Boone, a law firm that describes its workplace as collegial and emphasizes respect, teamwork, and an inclusive workforce.

Requirements

A bachelor’s degree or at least two years of experience as a paralegal assisting with business matters or similar experience in the legal services industry, along with an ABA paralegal certificate.
Alternatively, education may be a bachelor’s degree or paralegal certification from an ABA-approved school.
Familiarity with effective administrative processes and the ability to manage multiple tasks and deals simultaneously.
Strong writing skills and the ability to communicate clearly, logically, and grammatically.
Ability to conduct legal research and explain difficult concepts in simple terms.
Strong computer skills, including comfort with Microsoft Word and other Microsoft Office products.
Ability to communicate with internal team members, clients, and court personnel.
Ability to meet deadlines.
Excellent organizational skills.
Ability to work independently or collaboratively within a team.

Responsibilities

Assist attorneys with business formations, contract matters, subscription documents, AML/KYC processes, investor intake and due diligence, securities filings, and related business law issues.
Prepare and handle Form D, state blue sky, and other related securities filings.
Assist in preparing legal documents, including gathering information and drafting paperwork for investors and sponsors during investor intake and due diligence.
Review, organize, and manage business contracts and agreements, including partnership agreements, operating agreements, subscription documents, and AML/KYC materials.
Use reference materials and a variety of resources to conduct basic legal research.
Stay current on investment management rules and regulations and help attorneys provide accurate support to clients.
Assist in drafting client alerts.
Work with paralegals, legal assistants, and attorneys as required.
Track and record billable time accurately and meet monthly goals following the initial training period.
Assist attorneys with speeches and articles.
Attend CLE programs and courses to expand substantive legal knowledge.
Perform other related duties as needed or assigned.