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About the role
Key responsibilities & impact- Review and analyze legal documents, case filings, and supporting materials to inform underwriting and portfolio monitoring
- Conduct legal, factual, and background research, including identifying analogous cases and relevant developments
- Support due diligence efforts by evaluating counterparties, legal claims, and associated risks
- Organize, index, and maintain case files, investment documentation, and internal records
- Track key case developments, deadlines, and portfolio performance across active matters
- Draft clear and concise summaries, memoranda, and internal reports on legal and investment findings
- Collaborate cross-functionally with legal, underwriting, operations, and technology teams
- Contribute to process improvements, workflow management, and data organization across the portfolio
- Provide general support on special projects related to legal analysis, compliance, and investment operations
Requirements
What you’ll need- Bachelor’s degree in Political Science, History, Economics, Law, Business, or a related field (or equivalent experience)
- 3–5+ years of relevant experience, such as: Paralegal experience at an AmLaw 200 or comparable firmLegal research, compliance, investigations, or litigation support roles
- Proficiency with legal research tools such as LexisNexis and Westlaw
- Strong analytical, research, and writing skills with the ability to synthesize complex legal and financial information
- Experience reviewing legal documents and managing case-related workflows
- High attention to detail with strong organizational and document management skills
- Ability to communicate complex concepts clearly, both written and verbally
- Comfortable working in a fast-paced, evolving environment with shifting priorities
- Ability to collaborate effectively across multidisciplinary teams
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
legal researchcase analysisdocument reviewportfolio monitoringdue diligencerisk evaluationworkflow managementdata organizationwriting skillsanalytical skills
Soft Skills
attention to detailorganizational skillscommunication skillscollaborationadaptabilityproblem-solvingprocess improvementcross-functional teamworktime managementsynthesis of information
