Paralegal - Investment Management
Hybrid
Core
Support attorneys in business formations, contract matters, subscription documents, AML/KYC processes, investor intake, due diligence, and securities filings.
Role type
Investment Management Paralegal
Builds
Legal documents, securities filings, and client alerts for investment management clients
Domain
Legal services / Investment Management
Required skills
Legal research, document drafting, contract review, regulatory compliance knowledge, time tracking, organizational skills
Preferred skills
ABA paralegal certification, familiarity with business law processes
Technologies
Microsoft Office products
Responsibilities
Prepare Form D and state blue sky filings, assist in investor intake and due diligence, review and manage business contracts, stay updated on investment management regulations, track billed time
Seniority
Individual Contributor