Fund Formation Case Assistant (Law Firm Experience)

SourceProSearch are conducting a search for a Fund Formation Case Assistant with experience supporting emerging company and venture fund matters. The role requires billing a minimum of 1,600 hours annually.

The ideal candidate will provide paralegal support to attorneys and paralegals and perform administrative duties as assigned. 

What You'll Do:

•  Assist with emerging company and venture fund work including:

• Preparation and maintenance of organizational documents

• Preparation of partnership and limited liability company agreements

• Preparation of side letters, transfer agreements, admission agreements and other amendments

• Conducting investor suitability due diligence     

•  Assist with research of Federal and State securities regulations in connection with fund formations

•  Assist with the preparation and filing of requisite notices

•  Assist with due diligence review of documents and with the preparation of opinions and backup in connection with fund formation

•  Assist with SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios

•  Bill a minimum of 1600 hours annually

•  Turn in time sheets, e-timelogs and fulfill other administrative duties in a timely fashion

•  All other duties as assigned or required

What You'll Bring:

•            Bachelor’s Degree

•            Paralegal Certificate

•            Available to work overtime, as required

•             After orientation, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications

•             Ability to work independently and as part of a team in a fast-paced environment for multiple supervisors, meet deadlines and maintain flexibility with work assignments (including changes in attorney/paralegal assignments) and work schedules

•             Ability to organize and prioritize work assignments as well as delegate tasks to service departments when necessary

•             Possess excellent written, communication and proofreading skills with attention to detail

•             Ability to work well with others, including clients

•             Ability to work well under pressure

•             Must demonstrate initiative, diplomacy and tact

•             Reliable, committed and punctual