Overview

Commercial Contracts & Operations Paralegal – 5 years of commercial contracts experience, ideally related to investment management and advisory agreements for financial services companies. Additional experience with investor KYC/AML due diligence procedures highly preferred. Remote work but must be in the PST time zone.

Responsibilities

• Updating investment management and advisory agreement templates
• Updating contract playbooks/guidelines/checklists and maintaining clause banks and related knowledge management matters
• Managing and directly negotiating a high-volume of commercial agreements with counterparties
• Running AML/KYC due diligence procedures for potential and existing investors, which includes sourcing, reviewing and populating various forms and disclosures, and filing documents on client systems.
• Liaising directly with client legal and business teams and counter-parties
• Updating contract storage repositories and undertaking document coding for client systems
• Managing same-day urgent requests and contracts escalations within US business hours
• Monitoring incoming emails in legal inbox and moving to specific folders
• Generating reports and presentations as needed
• Any other paralegal and/or administrative tasks as requested

Qualifications

• Detail-oriented and can multi-task effectively
• Organized and able to manage and prioritize a high-volume of commercial agreements
• Open to learning and collaboration with team members in US and abroad
• Capable of working within a structured environment i.e. following negotiation playbooks and checklists, etc.
• A strong communicator with ability to confidently speak on conference calls with client teams and counterparties as needed.
• Ability to work independently with minimal daily supervision and know when to escalate and ask questions
• Highly proficient in Office products, particularly Word, PowerPoint, and Excel
• Preferred experience with AML/KYC search databases including FinScan, World Check, etc.