Legal Assistant / Paralegal – Capital Markets

Gresham Partners, LLC

Legal Assistant/Paralegal supporting capital markets at Performance Trust Capital Partners. Ensuring compliance and optimizing legal workflows while managing documentation and pipeline processes.

Posted 7/24/2026full-timeRemote • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong legal support capabilities, including experience in legal due diligence, deal memo preparation, and collaboration with compliance and business teams. Proficient in managing deal pipelines and optimizing workflows using Asana.

Highest-signal resume keywords

Legal Due DiligenceDeal Memo PreparationAsana Workflow AutomationCapital Markets ExperienceStrong Written And Verbal Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Legal Assistant ExperienceParalegal ExperienceDeal Pipeline ManagementFinancial AnalysisDocument Preparation

Soft Skills

Organizational SkillsAnalytical ThinkingProblem-Solving SkillsAttention To DetailAbility To Work Independently

Tools & Technologies

AsanaPT Control Room

Industry Keywords

Corporate Legal SettingFinancial ServicesCapital MarketsComplianceSecuritization Transactions

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

1–3 years of experience as a legal assistant or paralegal in a corporate or in-house legal setting; capital markets or financial services experience preferred but not required.
Eager, organized, responsible and intellectually curious, with a strong work ethic and the ability to thrive in a fast-paced environment.
Analytical thinker with strong problem-solving skills and excellent written and verbal communication.
Ability to manage multiple deals and priorities simultaneously, with high attention to detail.
Comfortable working closely with bankers, compliance teams, and external counsel to support deal execution.
High level of initiative; able to work independently with minimal supervision and meet tight deadlines.
Ability to travel to in-person trainings, employee events, and other business-related travel, as reasonably requested by the Company.
Candidates must be eligible to work permanently in the United States without sponsorship.

Benefits

Comp & perks

Health Coverage
Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields)
Prescription Drug Plans
Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA)
Health Savings Account (HSA)
Vacation/Personal Days + Holidays
PT Retirement Mission-Driven Employee Stock Ownership Plan
Voluntary Life Insurance + Long-Term Disability Insurance
Discounted Fitness Memberships (Free membership for Chicago office)
Pre-Tax Commuter Benefits – Transit & Parking
Mental Health support through company provided Employee Assistance Program
Employee recognition programs (PT Rewards and Annual Awards)