Senior Fund Formation Paralegal

Cooley • San Francisco, CA

3d

About The Position

Cooley is seeking a Fund Formation Senior Paralegal to provide paralegal support to Cooley attorneys and senior paralegals and perform administrative duties as assigned. The position supports emerging company and venture fund work, including preparation and maintenance of organizational documents and related agreements, investor suitability due diligence, securities-regulation research, required filings, document review, opinion preparation, and SEC compliance reporting for venture fund clients’ public company stock portfolios.

The role requires a minimum of 1,600 billable hours annually and availability to work overtime as required. The expected schedule is 40 hours per week. Compensation is $55.00–$85.00 per hour ($114,400–$176,800 annually), with the final offer dependent on geographic location, applicable experience, and skillset. Cooley offers a competitive compensation and benefits program.

Requirements

• Bachelor’s degree.
• Minimum of 5 years of paralegal experience, preferably in fund formation.
• Ability to work overtime as required.
• After orientation, proficiency in Microsoft Office, iManage, and other firm applications.
• Bill a minimum of 1,600 hours annually.
• Ability to work independently and as part of a team in a fast-paced environment for multiple supervisors.
• Ability to meet deadlines and remain flexible with work assignments, attorney/paralegal assignments, and work schedules.
• Ability to organize and prioritize assignments and delegate tasks to service departments when necessary.
• Excellent writing, communication, and proofreading skills, with attention to detail.
• Ability to work well with others, including clients, and under pressure.
• Demonstrate initiative, diplomacy, and tact.
• Reliability, commitment, and punctuality.
• Work schedule of 40 hours per week.

Nice To Haves

• Paralegal Certificate
• Paralegal experience in fund formation.

Responsibilities

• Prepare and maintain organizational documents for emerging company and venture fund work.
• Prepare partnership and limited liability company agreements.
• Prepare side letters, transfer agreements, admission agreements, and other amendments.
• Conduct investor suitability due diligence.
• Research federal and state securities regulations in connection with fund formations.
• Prepare and file required notices.
• Conduct due diligence review of documents and assist with preparation of opinions and supporting materials in connection with fund formation.
• Handle SEC compliance reporting for venture fund clients regarding their public company stock portfolios.
• Submit timesheets and e-timelogs and complete other administrative duties in a timely manner.
• Perform other duties as assigned or required.

Benefits

• Medical coverage
• Health savings account with applicable medical plan
• Dental insurance
• Vision insurance
• Health and/or dependent care flexible spending accounts
• Pre-tax commuter benefits
• Life insurance
• Accidental death and dismemberment coverage
• Long-term care coverage
• Backup care for children and/or adults
• Other parental support benefits
• Firm-paid life insurance
• Firm-paid accidental death and dismemberment coverage
• Long-term disability coverage
• Short-term medical benefits
• 21 days of paid time off each year
• 10 paid holidays each year
• Generous parental leave
• Fertility benefits
• Detailed benefits orientation for new employees

What This Job Offers

• Job Type: Full-time
• Career Level: Senior