Paralegal - Investment Management

Haynes and Boone, LLP•Dallas, TX

7d•Hybrid

About The Position

The Investment Management Paralegal assists attorneys in helping clients with business formations, contract matters, subscription documents, AML/KYC processes, investor intake and due diligence, securities filings, and other business law matters. The role supports attorneys and works closely with clients while managing legal tasks related to investment management. The paralegal prepares Form D and state blue sky filings, helps gather information and draft legal paperwork for investors and sponsors, and reviews and organizes business contracts and agreements. Although attorneys generally research legal issues, the paralegal uses reference materials and performs basic research. The role also monitors changes in investment management rules and regulations, assists with client alerts, collaborates with legal colleagues, and accurately tracks and records time billed on claim-related tasks to meet monthly goals after the initial training period. The position reports directly to the Office Administrator and assigned attorneys. It is hybrid, with four days per week in the office, and overtime is required. Physical duties include moving around the office, remaining stationary for extended periods, operating office productivity machines, occasionally moving documents or files weighing up to 15 pounds, communicating with attorneys, clients, and staff, and inspecting information on a computer screen.

Requirements

Either 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.
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 directly.
Ability to meet deadlines.
Excellent organizational skills.
Ability to work independently or collaboratively within a team.
Ability to move around the office up to 15% of the time and remain stationary at least 75% of the time.
Ability to occasionally move documents or files weighing up to 15 pounds.
Ability to communicate and exchange information constantly and inspect and observe computer-screen information at least 80% of the time.

Responsibilities

Assist attorneys with business formations, contract matters, subscription documents, AML/KYC processes, investor intake and due diligence, securities filings, and related business law matters.
Prepare and handle Form D, state blue sky, and other related securities filings.
Gather information and draft legal 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 perform basic legal research using a variety of resources.
Stay current on investment management rules and regulations and assist in drafting client alerts.
Work with paralegals, legal assistants, and attorneys as required.
Accurately track and record time billed on claim-related tasks and meet monthly goals after the initial training period.
Assist attorneys with speeches and articles.
Attend continuing legal education (CLE) events and courses to expand substantive law knowledge.
Perform other related duties as needed or assigned.