Private Funds and Investment Management Paralegal

Croke Fairchild Duarte & Beres is a growing law firm headquartered in Chicago, with a team of over 100 attorneys and staff. Formed by partners who worked at preeminent international law firms, with a deep bench of sophisticated and experienced corporate lawyers and litigators, our team provides exceptional legal service while affording our clients the benefits of working with an agile and entrepreneurial-minded team of results-oriented, well-rounded professionals. We are driven by our core values: humility, respect, collaboration, partnership, and innovation.

We represent a diverse group of interesting clients, which include private equity firms, founders, startups, venture capital investors, family offices and public companies (among others), in sophisticated and complex legal matters and transactions.

We are seeking a talented and energetic paralegal with at least 3 years’ experience supporting the Private Funds and Investment Management attorneys in the representation of private equity funds, hedge funds, venture capital funds, real estate funds, and other investment vehicles. This role involves assisting with fund formation, investor closings, regulatory filings, and ongoing fund maintenance. The paralegal works closely with partners, associates, and clients to ensure smooth execution of legal and business matters. This person must be able to commute to our downtown Chicago office at least 3 days per week.

Key Responsibilities

• Assist with the formation and organization of private funds and related entities, including drafting formation documents, partnership agreements, operating agreements, and subscription documents.
• Manage investor onboarding and closing processes, including tracking investor commitments, preparing closing binders, and maintaining investor records.
• Support attorneys with regulatory and compliance filings (e.g., Form D, Form ADV, Blue Sky filings, FATCA/CRS, beneficial ownership reporting).
• Maintain and update fund management databases and corporate records, including capitalization tables, minute books, and investor ledgers.
• Coordinate with service providers such as fund administrators, auditors, and compliance consultants.
• Conduct legal research related to investment management, securities laws, and fund regulations.
• Prepare draft correspondence, certificates, and other corporate governance documents.
• Assist with ongoing fund operations, including amendments, investor communications, and dissolution processes.
• Ensure all documentation is executed properly, filed, and stored in accordance with firm policies.

Requirements

• Bachelor’s degree or equivalent experience required; paralegal certification preferred.
• 3 years of experience as a paralegal in private funds, investment management, or corporate law (law firm or in-house asset management setting).
• Strong knowledge of private fund structures, securities regulations, and investment management practices.
• Excellent organizational skills with the ability to manage multiple transactions and deadlines.
• Strong attention to detail and problem-solving abilities.
• Proficiency with legal research tools, Microsoft Office Suite, and document management systems.
• Ability to work independently and collaboratively in a fast-paced environment.

Preferred Skills

• Experience with investor portals and fund management software.
• Familiarity with SEC, CFTC, and state securities regulatory frameworks.
• Comfort working with sophisticated institutional investors and complex fund structures.

Benefits

Croke Fairchild contributes to voluntary medical, dental, and vision plans. Offers FSA, HSA, and commuter benefits. Firm-paid STD & LTD. Retirement savings plan. Unlimited paid time off days.

Croke Fairchild is WBE Certified and a member of the National Association of Minority and Women-Owned Law Firms (NAMWOLF).

We are an Equal Employment Opportunity Employer.

It has been and will continue to be a fundamental policy of CFDB not to discriminate on the basis of race, color, creed, religion, gender, gender identity, pregnancy, marital status, partnership status, domestic violence victim status, sexual orientation, age, national origin, alienage or citizenship status, veteran or military status, disability, medical condition, genetic information, caregiver status, unemployment status or any other characteristic prohibited by federal, state and/or local laws. This applies to all employment decisions.