What are the responsibilities and job description for the Paralegal position at Pantheon?
Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, from primary fund commitments to co-investments and secondary purchases, across private equity, real assets and private credit.
We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023).
Leveraging our specialized experience and global team of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures.
For further details please visit www.pantheon.com
Purpose Of Position
This is a permanent in-house Paralegal role to join Pantheon’s New York office, reporting to Senior Legal Counsel. The overall purpose of this role is to assist with the work undertaken by the in-house legal team globally.
Key Responsibilities
Actual base salary is determined by a range of factors including individual experience, skills and qualifications.
In addition to the above salary, Pantheon offers a generous employee benefits package and successful candidates are eligible to receive a discretionary bonus
This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager.
Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.
We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023).
Leveraging our specialized experience and global team of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures.
For further details please visit www.pantheon.com
Purpose Of Position
This is a permanent in-house Paralegal role to join Pantheon’s New York office, reporting to Senior Legal Counsel. The overall purpose of this role is to assist with the work undertaken by the in-house legal team globally.
Key Responsibilities
- Maintain corporate/fund files, organizational/structure charts, firm-wide signatory policy, matrices and logs, assist with corporate governance matters and projects, review service contracts
- Assist Legal Team in fund related work (including fundraising):
- Entity formation, amendment, dissolutions, and qualification of entities to do business in relevant jurisdiction
- Assist with fund closings, fund extensions, and transfers of interests
- Filing and maintenance of records for all fund legal documentation
- Complete and process corporate actions (e.g., amendments to partnership agreements, board resolutions,, corporate action memoranda, etc.)
- Coordinate with outside counsel on fund closings and transfers
- Assist with investment work:
- Review and comment on confidentiality agreements
- Assist with corporate document requests (incumbencies, good standings, etc.)
- Assist with regulatory matters:
- Collate information and assist in the preparation of routine regular and ad-hoc regulatory reporting, including filings to regulators (e.g., SEC, FCA and CBI filings for the discretionary investment management and non-discretionary investment advisory)
- Review of Regulatory Developments/Notices relevant to the Pantheon group
- Corporate governance work/Firm Group matters:
- Maintain corporate/fund files, organizational/structure charts, firm-wide signatory policy, matrices and logs,
- Assist with corporate governance matters and projects, review service contracts
- Maintain company books and execute corporate filings
- Prepare/amend corporate organizational documents and prepare corporate resolutions, board minutes and certificates
- Coordinate with internal groups (tax, finance, operations, human resources, marketing, client services and investment teams) and prepare response to questionnaire from parent affiliate
- Assist with managing external service providers and review service contracts
- Invoice management (i.e., logging and tracking payment of legal invoices for Pantheon itself and funds with accuracy and efficiency)
- General administrative and routine tasks (e.g., filing, management of legal calendar.)
- Regular interface with internal and outside counsel and investment teams as well as operations, tax and finance teams and ensuring proper reporting of documentation, entity formed, etc.
- Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, etc) and Adobe Pro and PDF editing skills
- Attention to detail, approach work methodically
- Willingness to learn, ask questions and seek information forma a global perspective, proactive approach, a desire to solve problems and improve process
- Cooperative demeanor, ability to work with different personalities, excellent communication skills and team-player
- Good organizational skills and ability to prioritize workflow
- Strong time management skills, including the ability to work independently and to work on several projects simultaneously
- Good timekeeping and prepared to work flexibly on different types of projects to meet the needs of the business
- Bachelor’s degree
- Work experience in a legal team at a law firm and/or in a fast-pace in-house legal and/or compliance department (a plus)
- Experience with private equity or other alternative investments or asset management is a plus
- Experience supporting Investment Advisors with the FCA and SEC (a plus)
- Notary Public desired
Actual base salary is determined by a range of factors including individual experience, skills and qualifications.
In addition to the above salary, Pantheon offers a generous employee benefits package and successful candidates are eligible to receive a discretionary bonus
This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager.
Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.
Salary : $75,000 - $85,000