Senior Paralegal and Back-Office Manager (Valiant)

Exemplar Companies•Boston, MA

2d•Remote

About The Position

Valiant Funds is a dynamic alternative investment company with innovative alternative asset strategies. Our carefully curated portfolio of non-correlated assets aims to deliver stability and growth potential regardless of traditional market cycles. Our experienced leadership team brings decades of expertise across emerging and alternative asset classes, with deep knowledge of private equity markets. Our diverse background in technology, real estate, and financial strategies, combined with extensive industry relationships, enables us to identify and secure the most compelling investment opportunities in rapidly evolving sectors. Valiant Funds is actively recruiting a Senior Paralegal with proven corporate, securities, and transactional experience to join our growing team. We’re looking for a critical thinker that is detail-oriented, proactive, and ready to play a key role in supporting the legal department regarding both legal operations and business functions. A boutique alternative investment firm is seeking a dynamic, highly organized, detail-oriented Senior Paralegal & Back Office Manager to support the firm’s investment offerings and operational functions. This fully remote position plays a key role in managing the preparation of investment documentation, the formation of entities, and the maintenance of corporate governance, coordinating with third-party partners, and ensuring smooth execution of closings and compliance processes. The ideal candidate will be proactive, adaptable, collaborative, and capable of navigating the legal, regulatory, and administrative aspects of private investment fund operations. The ideal candidate will have years of experience working with corporate, securities, and transactional matters. Experience with private offerings and the preparation of offering documents, including private placement memoranda and other disclosure documents, is a plus. We are looking for a proactive, detail-oriented legal professional with at least 7 years of paralegal experience, including substantial work in securities offerings, corporate governance, entity formation, corporate structuring, and regulatory compliance.

Requirements

Minimum 7 years of paralegal experience, ideally in securities, tax, or corporate law
Prior work supporting attorneys handling sophisticated and complex legal matters, in either major law firms, a large corporate legal department, or highly specialized boutique practices.
Experience with drafting, securities disclosures, subscription materials, and securities filing support
Mastery of document formatting, version control, and legal editing conventions
Strong research skills using Westlaw, EDGAR, and IRS/Treasury databases
Excellent verbal and written communication skills
Experience using corporate and legal practice tools (e.g., MS Office, Zoom, Clio, NetDocuments, DocuSign)
Above-average editing and drafting capabilities defined by exceptional attention to detail
Highly self-directed person with big picture reasoning skills and critical thinking skills who is adaptable and capable of making connections and foreseeing possibilities across multiple dealings

Nice To Haves

Experience with private offerings and the preparation of offering documents, including private placement memoranda and other disclosure documents

Responsibilities

Reporting directly to the General Counsel and Chief Legal Officer, supporting the legal department both in day-to-day business operations and legal matters, as well as in connection with securities and other product offerings.
Assist in drafting and reviewing offering disclosure documents, subscription agreements, and other securities disclosures
Reviewing private placement memorandums for private offerings
Preparing, revising, and maintaining corporate governance documents, including operating agreements, partnership agreements, shareholder agreements, and other entity-related documents
Conducting legal and regulatory research, especially relating to securities and tax matters
Preparing, organizing, and maintaining closing documents, fund flows, SEC filings, due diligence files, closing binders, and capitalization tables
Track deadlines and manage project timelines across multiple offerings
Work with Broker Dealer in coordinating document collection, execution, and signature logistics across parties
Interface with clients professionally while managing follow-up and execution tasks
Work with Venture.co on the establishment of offerings on its online platform and manage investor closings
Coordinate with 3rd-party report providers
Coordinate with the accounting firm for all work related to investor tax documentation
Work with partners and investors with ongoing communication and any necessary filings