CareerPlan

Deal and Funds & Alternatives Paralegal Support Associate Analyst

Costa Mesa, CA, USFull-time$66k–$85k2026-10-27 → 2026-11-09

Core

Provide comprehensive paralegal and legal operations support for deal, fund, and alternatives workflows, managing document execution, regulatory coordination, and audit-ready recordkeeping.

Role type

Associate Analyst, Paralegal Support

Builds

Operational workflows for deal execution and fund management

Domain

Financial Services / Legal Operations

Required skills

Document execution management, Regulatory coordination, Records management, Notary licensing, Bloomberg terminal usage, Stakeholder coordination, Workflow governance

Preferred skills

Consulting experience, Investment Management industry experience, Project prioritization

Technologies

Bloomberg terminal

Responsibilities

Oversee intake, triage, and processing of deal and fund requests; Manage document execution and approval coordination; Supervise operational request handling including service-of-process and audit requests; Maintain trackers for deals, agreements, and board seats; Coordinate with internal legal, compliance, finance, and external counsel.

Seniority

Associate, entry-level to junior