Senior Investment Funds Paralegal Overview • The Senior Investment Funds Paralegal supports private investment fund formations and closings, ensuring compliance and coordination of all documentation. • Collaborate with attorneys and client teams on secondary transactions, investor elections, and post-closing activities to ensure seamless operations. • Coordinate key aspects of fund restructurings, including virtual data rooms, fund documentation, and third-party consents. • Gain exposure to diverse fund liquidity solutions, including tender offers, preferred equity transactions, and annex fund formations. • Ensure adherence to confidentiality and compliance standards while handling sensitive financial and proprietary information. • Utilize advanced legal technology and research tools to support sophisticated work requirements and adapt to new technologies. • Contribute to a dynamic and supportive culture within a leading global law firm committed to innovation and professional growth. Senior Investment Funds Paralegal Key Responsibilities & Duties • Support fund formations and closings, including preparation of organizational and closing documentation, investor admissions, and approvals. • Assist with GP-led and LP-led secondary transactions, coordinating transfer documentation, investor elections, and AML/KYC requirements. • Coordinate fund restructurings, including virtual data rooms, lender notifications, and transaction requirements. • Work closely with attorneys, clients, investors, and counterparties to facilitate fund formation and transaction processes. • Ensure compliance with ROFR and consent processes, and manage post-closing activities. • Maintain high-quality work standards and attention to detail across multiple complex workstreams. • Adapt and apply legal technology tools to meet sophisticated work requirements effectively. Senior Investment Funds Paralegal Job Requirements • Bachelor’s degree or equivalent education required, with a paralegal certificate from an ABA-approved program preferred. • Minimum of six years of paralegal experience, preferably within a law firm setting. • Demonstrated expertise in fund formations, closings, and secondary transactions. • Proficiency in legal technology, research tools, and firm systems. • Strong attention to detail and ability to produce high-quality work independently. • Ability to handle sensitive and confidential information with discretion. • Experience with AML/KYC compliance and fund restructuring processes.