Asset Management Alternative Investments Senior Paralegal

Senior Alternative Investments Asset Management Paralegal

Location: New York, New York | Washington, D.C.

The Organization: Large U.S. Based Multinational Law Firm

Salary & Benefits: Base salary up to $140K; Generous paid overtime and bonus; Medical, Dental and Vision Coverage; Transit Program; generous Paid Time Off; 401K w/match; Life Insurance; exceptional culture.

Summary: Seeking a Senior Asset Management Paralegal in New York, New York to support a team of attorneys across all aspects of Asset Management. Candidate willing to work independently in a fast-paced, corporate environment. Well-paid overtime can be anticipated.

Key Responsibilities:

  • Maintain investment funds database, including uploading client fund documentation and populating database fields
  • Receive and organize documentation of fund launches and fund-related transactions
  • Conduct database searches
  • Manage spreadsheets to track fund activity, term changes and side letters and other information. Prepare and circulate client and fund reports
  • Maintain client communication regarding funds
  • Proofread, draft and finalize legal documents for sense and format
  • Review, finalize and create fund offering documents 
  • Prepare presentations of documents; produce specialized documentation (e.g., structure charts, spreadsheets refund data, etc.)
  • Oversee closings of funds  
  • Research and prepare documentation for replacement of fund officers
  • Prepare Form ADV updates 
  • Manage fund database 

Requirements: 

  • Bachelor’s Degree preferred
  • 2+ years of Fund Formation or Alternative Investment paralegal / legal assistant experience
  • Microsoft Office proficiency (Outlook, Excel, PowerPoint)
  • Strong research skills
  • Great communication skills written and verbal
  • Travel for casework if needed