Paralegal - Investments

Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community- eligible for opportunities through the New Haven Hiring Initiative or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!

Salary Range

$55,000.00 - $85,000.00

Overview

The Paralegal will assist and provide a range of legal and administrative support to five attorneys and other professional staff in the Investments Office, working closely with one other paralegal.

Required Skills and Abilities

1. Proficient in Microsoft Office Suite products.

2. Strong administrative and organizational skills.

3. Good written and oral communication skills.

4. Good interpersonal skills.

Preferred Skills and Abilities

Experience as corporate or investments paralegal. Accurate and error-free work product, thorough and detail-oriented, takes direction but also works autonomously, meets deadlines, and takes initiative.

Principal Responsibilities

1. Maintains reference/client files, organizes and tracks investments and non-investments files for Investments Office attorneys. 2. Assembles know-your-customer (KYC), anti-money laundering (AML), Foreign Account Tax Compliance Act (FATCA) reporting and other compliance documentation. 3. Fills out investment subscription documents, incumbency certificates, state registration forms, powers of attorney, applications, notarizations and the like. 4. Organizes and updates in-house corporate documentation, including signature delegations, relevant authorizations and minute books; manages other corporate housekeeping matters, such as corporate registration fees for investment entities. 5. Checks legal forms and documents for accuracy; drafts legal documents including contracts, and other legal documents using templates. 6. Maintains compliance calendars and tracks projects and deadlines. 7. Co-ordinates within Investments Office and with other parts of the university as part of diligence production/review, internal analyses, responses to third party inquiries and the like. 8. Organizes, analyzes, cross-checks and validates information; summarizes agreements, and other documents. 9. Performs legal, statistical, documentary, factual, and records research. 10. Authors and signs correspondence that do not contain independent legal opinions or legal advice. 11. Manages and keeps track of legal invoices, generates summary reports. 12. Maintains reference materials/ law library. 13. Provides administrative support to Investments attorneys, and performs other duties as assigned. Required Education and Experience Bachelor's degree and two years of related experience or the equivalent combination of education and experience.

Job Posting Date

01/26/2026

Job Category

Professional

Bargaining Unit

NON

Compensation Grade

Administration & Operations

Compensation Grade Profile

Associate (P4)

Time Type

Full time

Duration Type

Staff

Work Model

Hybrid

Location

265 Church Street, New Haven, Connecticut

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

Salary offers are determined by a candidate's qualifications, experience, skills, and education in relation to the position requirements, along with the role's grade profile and current internal and external market conditions.

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department.

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus.