Paralegal

Paralegal / Legal Assistant (Greenwich, CT): A leading global private equity firm is seeking an experienced and highly organized paralegal / legal assistant to join its legal & compliance team in Greenwich, CT. This is an opportunity to take ownership of core legal process management and compliance processes within a collaborative team. The ideal candidate brings strong attention to detail, excellent interpersonal skills, and the ability to manage multiple priorities in a steady, professional environment.

Key Points

• Join a lean and collegial Legal & Compliance team with direct exposure to the General Counsel and Chief Compliance Officer.
• Highly collaborative culture offering long-term stability, predictable hours, and work-life balance.
• Hybrid schedule: four days per week in office (M-Th in office; Friday option to work from home)

Key Responsibilities

Investor Onboarding & Fundraising Support

• Coordinate AML/KYC collection of information and clearance for new and existing investors with Fund administrators.
• Assist in reviewing and processing subscription documents and investor certifications.
• Serve as a point of contact for investor documentation inquiries.
• Coordinate with outside counsel, fund administrators and legal, compliance and finance teams on subscription documents and closings.
• Communicate with investors on open points.

Fund & Entity Documentation

• Support the drafting, review, execution, and tracking of transfer agreements and related documentation.
• Maintain accurate records of legal documents, amendments, consents, and signature pages.
• Maintain and update structure charts.

Legal & Compliance Administration

• Organize and maintain shared legal and compliance filing systems (digital and physical).
• Track workflow timelines and ensure follow-ups are completed promptly.
• Support compliance tasks such as maintaining policy records, preparing materials for regulatory reviews, and assisting with internal audits.
• Assist with preparation of meeting materials and, when needed, meeting minutes.

Cross-Functional Coordination

• Collaborate with internal Legal, Compliance, and Finance teams to ensure seamless documentation management and information flow.
• Communicate professionally with internal stakeholders, outside counsel, and investors.

Qualifications

Must-Have

• 5 years of experience as a Legal Assistant or Paralegal, preferably supporting in-house legal or compliance teams.
• Hands-on experience with investor documentation, including AML/KYC and subscription materials.
• Strong organizational discipline; capable of managing multiple workflow streams simultaneously.
• Excellent communication skills, both written and verbal.
• High attention to detail; demonstrates accuracy and follow-through.
• Comfort working on-site four days per week.
• Willingness to learn.

Nice-to-Have

• Experience within private funds, asset management, or a law firm servicing private funds.
• Exposure to fund formation, entity management, or board/committee support (minutes, materials, etc.).
• Familiarity with transfer processes and coordination with finance teams.
• Willingness to explore AI use cases for legal documentation.

Who Thrives Here

• Someone who takes ownership and does not need to be “chased.”
• A professional who values precision, structure, and reliability.
• A person who takes pride in long-term partnership with one firm.
• Someone who prefers a steady, well-run, respectful environment versus high-churn or transactional workplaces.

Compensation: $150k base salary competitive all-in package

Job Reference #3502856