What are the responsibilities and job description for the Paralegal position at Taylor Root?
Title: Paralegal
Location: Manhattan, NY or Greenwich, CT
Employment Type: Full-Time
Schedule: Flexible Hybrid
Salary: $130,000 to $150,000
About the Role:
Our client is looking for a highly organized and detail-oriented Paralegal to support the legal team in managing entity formation, corporate governance, and fund-related documentation. This role is ideal for someone with experience in private fund formation and regulatory compliance who thrives in a fast-paced environment.
Key Responsibilities:
✔ Assist with the formation, maintenance, and dissolution of domestic and international entities, including hedge funds (master-feeder structures), general partners, and management companies.
✔ Prepare and file organizational documents (certificates of formation/incorporation, operating agreements, bylaws, board resolutions, consents, incumbency certificates).
✔ Maintain corporate records and minute books for various legal entities.
✔ Track corporate governance deliverables: board/investor meetings, regulatory filings, annual compliance obligations.
✔ Support preparation and maintenance of offering memoranda, subscription documents, side letters, and trading agreements (ISDAs, repos, confirmations).
✔ Organize and maintain legal files and databases for accurate recordkeeping.
✔ Provide general legal support for ad hoc projects (NDAs, vendor contracts, regulatory filings, due diligence requests including KYC/AML).
Qualifications:
- Bachelor’s degree required.
- 3–5 years of experience as a paralegal or legal assistant, preferably in hedge funds, private equity, or law firms with investment funds/corporate practice.
- Strong knowledge of corporate governance and entity management best practices.
- Experience with private fund formation and regulatory filings under the Securities Act of 1933 and Investment Advisers Act (Form D, Form PF, 13F, 13G, 13H) strongly preferred.
- Familiarity with GDPR and privacy law issues.
- Exceptional attention to detail and organizational skills.
- Ability to work independently and manage multiple priorities in a deadline-driven environment.
- Proficiency in Microsoft Office Suite.
- Strong written and verbal communication skills.
Salary : $130,000 - $150,000