Sr. Paralegal, Alternative Investments
Core
Senior Paralegal supporting the firm's alternative investments business (private equity, hedge funds, real assets, fund-of-funds) by managing legal tasks for fund formation, offerings, investor onboarding, and regulatory compliance.
Role type
Senior IC paralegal (asset management legal)
Builds
Private fund documentation, regulatory filings, and investor onboarding processes
Domain
Financial services / Alternative investments / Securities law
Required skills
Private fund structure knowledge, Securities Act/Investment Advisers Act expertise, ERISA/benefit plan status review, AML/KYC coordination, regulatory filing preparation (Form D, Form ADV, Form PF), legal research, document drafting and review, stakeholder management, deadline management
Preferred skills
Experience with private placement memoranda, limited partnership agreements, subscription documents, side letters, SEC EDGAR processes, legal database management
Technologies
SEC EDGAR, legal databases
Responsibilities
Support private fund formation and offerings by preparing and coordinating fund documentation; Conduct legal research and review investor subscription documents for eligibility; Prepare and file regulatory filings; Coordinate with external counsel and internal stakeholders; Manage closing checklists and track side letter obligations; Mentor new paralegals
Seniority
Senior, hands-on IC
