Paralegal
December 6
Description
• Assist in fund formation and fund raise process, including: • Investor subscription document gathering and review • OFAC/KYC/AML checks • Regulatory filings • LPAC formation and documentation • Tracking progress and ensuring all necessary documents have been drafted, signed, and filed • Assist with investor transfers and consents • Assist with various documents related to company deal flow (acquisitions, • investments, dispositions, board membership) • Assist in drafting internal memos • Assist with subpoena responses • Assist with third party service provider diligence and documentation • Data room implementation and management • Internal recordkeeping/tracking
Requirements
• Minimum of 3 years, preferably in financial services, private equity, or fund industries. • Role Focus: Transactional tasks such as following up on agreements and requests; occasional summarization of reviewed documents. • Knowledge and Training: Familiarity with OFAC/KYC/AML checks is not required but is advantageous; candidates can be trained for these processes. • Specializations: Experience in private equity and venture capital acquisitions or investments. • Tools: Proficiency in Microsoft Office Suite and Adobe tools. • Interaction: Limited engagement with senior leadership or investors; primarily transactional responsibilities.
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