Senior Fund Formation Paralegal

Cooley•Boston, NY

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 role supports emerging company and venture fund work, including preparation and maintenance of fund and organizational documents, securities research and filings, due diligence, and SEC compliance reporting for venture fund clients. The position requires billing a minimum of 1,600 hours annually and working overtime as required.

Requirements

  • Bachelor’s degree.
  • Minimum of 5 years of paralegal experience; fund formation experience is preferred.
  • Available to work overtime as required.
  • After orientation, demonstrate proficiency in Microsoft Office, iManage, and other firm applications.
  • Bill a minimum of 1,600 hours annually.
  • Work independently and collaboratively in a fast-paced environment with multiple supervisors, meet deadlines, and remain flexible with assignments and work schedules.
  • Organize and prioritize work assignments and delegate tasks to service departments when necessary.
  • Excellent written, communication, and proofreading skills, with attention to detail.
  • Ability to work well with others, including clients, and under pressure.
  • Demonstrate initiative, diplomacy, and tact; be reliable, committed, and punctual.

Nice To Haves

  • Paralegal Certificate.
  • Paralegal experience in fund formation.

Responsibilities

  • Prepare and maintain organizational documents.
  • 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 requisite notices.
  • Conduct due diligence reviews of documents and assist with the preparation of opinions and supporting materials in connection with fund formation.
  • Handle SEC compliance reporting for venture fund clients concerning their public company stock portfolios.
  • Submit timesheets and e-timelogs and fulfill other administrative duties in a timely manner.
  • Perform other duties as assigned or required.

Benefits

  • Competitive compensation.
  • Medical insurance and health savings account with an applicable medical plan.
  • Dental insurance.
  • Vision insurance.
  • Health and dependent care flexible spending accounts.
  • Pre-tax commuter benefits.
  • Life insurance and accidental death and dismemberment coverage.
  • Long-term care coverage.
  • Backup care for children and/or adults and other parental support benefits.
  • Firm-paid life insurance, accidental death and dismemberment coverage, long-term disability, and short-term medical benefits for benefited employees.
  • 21 days of paid time off each year.
  • 10 paid holidays each year.
  • Parental leave.
  • Fertility benefits.
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