Gresham Partners, LLC

Legal Assistant

• Ensure that new deal memos are prepared for new PT engagements; Liaise with PT Business and PT Finance teams as needed.
• Support the PT Legal and PT Business teams in gathering all materials (financials, deal memos, etc.) and ensure timely submission to internal PT committees.
• Maintain and update deal pipelines in Asana for Capital Markets, working with teams to ensure all parties and details are included (and updated) in the system.
• Use Asana to automate workflows, ensuring that routine tasks and deal steps are tracked.
• Liaise with PT Compliance for required deal information as needed.
• Work closely with junior bankers and other team members to ensure that PT Control Room needs are fulfilled and approvals are properly logged into the system.
• Enter parties into the PT Control Room.
• Perform legal due diligence on active securitization transactions.
• Collaborate with PT Technology and PT Compliance to improve the flow of legal information and data between systems like Asana and the PT Control Room.
• Contribute to the optimization of legal workflows and collaborating with PT Legal teammates, ensuring that systems are integrated efficiently and that legal data is easily accessible across platforms.

Legal Assistant / Paralegal – Capital Markets

Designer

• Supporting the design and production of print and digital collateral—including presentations, brochures, event materials, and signage—within established brand guidelines
• Assisting with UX/UI work across web and digital platforms, including layout updates, landing pages, and wireframes
• Helping create and maintain on-brand email campaigns and templates
• Supporting event production from a design standpoint—signage, name tags, printed and digital collateral, and on-site materials
• Organizing and maintaining the shared design asset library and file structure
• Collaborating with marketing, events, and content teams to bring creative ideas to life
• Managing assigned projects with attention to detail and a commitment to deadlines

Legal Assistant / Paralegal – Capital Markets

Junior Designer