Overview

Position summary We are seeking a highly organized and motivated Investment Management Paralegal to support attorneys and the investment management team on corporate, transactional, private investment, and fund-related matters. This is an early-career opportunity for a paralegal with some relevant experience who is looking to build and expand their knowledge of investment management and transactional matters. The ideal candidate will have a solid foundation in paralegal work, strong attention to detail, and an interest in developing expertise in corporate and investment-related transactions. The role will involve working closely with attorneys and other team members and will provide opportunities to take on increasing responsibility as experience develops. Job duties and responsibilities Support attorneys on investment management and private investment transactions, including private fund formations, investments, acquisitions, and related corporate and transactional matters, as well as private equity, venture capital, hedge fund, and mergers and acquisitions matters. Manage the preparation and maintenance of corporate and transactional documentation, including organizational documents, resolutions, consents, certificates, agreements, signature pages, schedules, and closing documents, in accordance with attorney direction. Support private fund formations and investment transactions by preparing and coordinating subscription agreements, investor questionnaires, side letters, transfer documentation, and other investor and fund-related materials. Prepare and coordinate securities and regulatory filings, including Form D, Blue Sky, SEC, UCC, and other federal and state filings; submit filings through EDGAR and applicable state systems; and monitor filing requirements, confirmations, and deadlines. Handle entity formation and maintenance matters for corporations, limited liability companies, limited partnerships, and other legal entities, including preparing formation and qualification documents, obtaining required certificates and records, and maintaining organizational records. Conduct and coordinate corporate and transactional due diligence, including reviewing and organizing diligence materials, maintaining diligence checklists and data rooms, conducting corporate and lien searches, tracking outstanding items, and preparing diligence summaries for attorney review. Support transactional closings by preparing and maintaining closing checklists, coordinating execution and signature pages, tracking closing conditions and deliverables, organizing transaction documents, and compiling final closing sets and post-closing materials. Conduct UCC, lien, corporate status, and other searches and coordinate related filings and searches with government agencies, registered agents, filing services, and other outside providers. Obtain certificates of good standing, certified organizational documents, tax status certificates, and other corporate records from applicable jurisdictions and government agencies. Maintain and update entity records, organizational charts, capitalization information, corporate records, transaction records, and other client and matter information, ensuring records are accurate and complete. Monitor filing dates, transaction deadlines, renewal requirements, and other key dates and proactively follow up on outstanding matters to keep transactions and filings on schedule. Conduct factual, corporate, regulatory, securities, and transactional research in support of investment management and corporate matters and summarize findings for attorney review. Work directly with attorneys, clients, internal teams, government agencies, registered agents, filing services, and other outside service providers to obtain information, coordinate filings, resolve routine issues, and move transactions forward. Review and proofread agreements, filings, schedules, organizational documents, and closing materials and perform quality-control checks