Investment Funds Paralegal

Full Time
New York, NY 10017
Posted
Job description

Description/Job Summary

The Investment Funds Paralegal will support our preeminent Luxembourg Funds Practice, based in NY and with colleagues in London,across a wide range of clients with a variety of investment products . This energetic and dynamic team seeks the right candidate with a client-focused mindset who is committed to excellence. The Investment Funds Paralegal will ensure the operational success of the fund lifecycle through effective project management, organization, coordination, and timely communication with colleagues and client teams. To ensure a seamless fundraise and ongoing processes, the Investment Funds Paralegal will understand the scope and timelines of the various phases of a fundraise and ongoing maintenance/compliance and will support client teams by managing timelines, checklists, and status documents.


Responsibilities/Duties

  • Assisting attorneys in all stages of Luxembourg funds, from formation to closings and ongoing compliance and maintenance
    • Maintain/organize/index information and documents
    • Proactively communicate with attorneys to understand scope and timelines
    • Create and monitor tracking documents
    • Provide status updates to clients and attorneys
    • Track investor subscription documents and monitor overall status of the sub doc process
    • Coordinate with appropriate parties regarding AML and Tax Review
    • Prepare, organize and maintain documents in preparation for and during closings
    • Facilitate fund closings, including by maintaining closing checklists and drafting closing notices to investors
    • Prepare original closing sets, including electronic upload to DMS
  • Communicating with clients, attorneys, corporate service companies and government agencies on a regular basis
  • Developing a strong practice area knowledge
  • Developing professional relationships with clients

Required Skills

  • Ability to function well in a fast-paced and challenging environment while managing a varied workload
  • Proficiency with legal terminology relevant to the industry
  • Strong interpersonal and communication skills
  • Team player with a client-focused mindset who is committed to excellence
  • Proactive problem solver who offers solutions to identified issues
  • Energetic and enthusiastic about advancements in efficiency and streamlining of tasks
  • Ability to take ownership of professional responsibilities and meet deadlines with minimal oversight and direction
  • Proficiency with Microsoft Office applications

Required Experience

  • Strong academics and 2+ years of law firm or other professional experience

Required Education

  • Bachelor's Degree required

Details

Salary Information

The estimated base salary range for this position is $60k to $80k at the time of posting. The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is non-exempt meaning that it is overtime pay eligible.

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