Private Funds and Investment Management Paralegal
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Overview
Schedule
Flexible-schedule
Full-time
Career level
Senior-level
Remote
Option for remote
Compensation
$85,000-$125,000/year
Benefits
Paid Vacation
Parental and Family Leave
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Competitive salary
- Dental insurance
- Employee discounts
- Flexible schedule
- Free food & snacks
- Health insurance
- Paid time off
- Parental leave
- Training & development
- Tuition assistance
- Vision insurance
- Wellness resources
The ideal candidate will bring at least four years of experience supporting attorneys throughout the full lifecycle of private equity, hedge, or venture capital funds, including fund formation, investor onboarding, regulatory compliance, and transaction management. We are also seeking someone with a strong academic record, demonstrated by a GPA of 3.4 or higher.
Responsibilities
- Fund Formation & Maintenance: Assisting with entity formation, drafting governing documents, maintaining corporate records, and preparing subscription agreements for investors.
- Regulatory Compliance: Preparing and filing SEC documents (e.g., Form D, Form ADV) and Blue Sky filings.
- Transaction Management: Coordinating closing processes, managing investor subscription documents (KYC/AML), and handling side letters.
- Reporting & Tracking: Maintaining fund status charts, tracking deliverables, and managing data rooms.
Qualifications and Skills
- Experience: 4 years of corporate paralegal experience, specifically within private funds or investment management.
- Education: Bachelor’s degree required; ABA-approved paralegal certificate is preferred.
- Skills: Strong attention to detail, proficiency in Microsoft Office and document management systems (e.g., DocuSign), and experience with SEC/Blue Sky regulations.
Flexible work from home options available.
Compensation: $85,000.00 - $125,000.00 per year
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FAQs About Private Funds and Investment Management Paralegal Jobs at Cb
What is the work location for this position at Cb?
This job at Cb is located in New York, New York, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Cb?
Candidates can expect a pay range of $85,000 and $125,000 per year.
What employment applies to this position at Cb?
Cb lists this position under the following employment categories:
- Flexible-schedule
- Full-time
What experience level is required for this role at Cb?
Cb is looking for a candidate with "Senior-level" experience level.
Does Cb allow remote work for this role?
Yes, this position at Cb supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by Cb for this role?
Cb offers following benefits: Paid Vacation and Parental and Family Leave for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Cb?
You can apply for this role at Cb either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.