Senior Paralegal and Projects Manager
About The Position
Valiant Funds is actively recruiting a Senior Paralegal and Projects Manager with proven corporate, securities, and transactional experience to join our growing team. We’re looking for a critical thinker who is organized, 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 and Projects 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 alternative 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, regulatory compliance, and project management.
Requirements
- Minimum 7 years of paralegal experience, ideally in securities, tax, or corporate law
- Prior work supporting attorneys handling sophisticated and complex legal matters, securities offerings, or transactions, 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
- Experience managing complex projects
- 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, able to work independently, 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, funds flows, SEC filings, due diligence files, closing binders, and capitalization tables
- Track deadlines and manage project timelines across multiple offerings
- Manage projects within the legal department as well as for other business functions within the organization
- Supporting business functions and departments outside of the legal department
- 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
- Coordinate year-end reporting and other activities
Benefits
- Competitive base salary ($80K–$100K based on experience)
- Performance-based bonuses
- Remote work with structured communication and accountability
- Opportunity to work on high-level matters alongside seasoned counsel
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
