Funds Paralegal
Fenwick & West
full-time
Posted on:
Location Type: Hybrid
Location: California • Massachusetts • United States
Visit company websiteExplore more
Salary
💰 $85,000 - $133,750 per year
About the role
- Assist with the formation and qualification of partnership and limited liability company-structured funds, general partners, management companies, special purpose vehicles, parallel funds, etc., including coordination with service providers and registered agents.
- Prepare, review, and track key organizational documents such as operating agreements, employer identification number documents, subscription agreements, side letters, and ancillary agreements, including interface with attorneys, clients, investors, fund administrators, and other third parties, as needed.
- Prepare and file securities filings, as required, including Form D and blue-sky filings.
- Coordinate fund closings, including tracking open items and updates in investor document, obtaining accurate tax documents, OFAC research, and updating and delivering closing emails and document links from virtual data room.
- Support ongoing fund operations, including amendments, name changes, restructuring, 83(b) filings, commitment changes, transfers, dissolutions, etc.
- Consistently maintain document management systems with drafts and final documents in data rooms.
- Some legal and factual research related to fund structures and regulatory requirements and provide other general paralegal support to attorneys across the Corporate Funds practice.
Requirements
- Bachelor’s degree or paralegal certificate from ABA-approved school required
- Minimum of 3–5 years of experience in venture and/or private equity funds as a paralegal in a Big Law or comparable law firm environment
- Professional demeanor
- Excellent organizational skills
- Ability to manage multiple matters simultaneously under tight deadlines or quick turnaround times
- High level of attention to detail and accuracy
- Strong written and verbal communication skills
- Advanced with Microsoft Office Suite and DocuSign (including templates and powerforms)
- Some experience with document management systems and virtual datarooms, a plus
Benefits
- Healthcare
- Life Insurance
- Health Savings Accounts
- Flexible Spending Accounts
- Wellbeing
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
document managementsecurities filingsoperating agreementssubscription agreementslegal researchfund operationsamendmentsrestructuringOFAC research83(b) filings
Soft Skills
organizational skillsattention to detailcommunication skillsprofessional demeanorability to manage multiple matterstime managementaccuracyteam collaborationproblem-solvingadaptability
Certifications
Bachelor’s degreeparalegal certificate