Case Manager

Role Overview

This position offers the opportunity to manage substantial legal projects, conduct sophisticated legal research, and support high-stakes litigation and regulatory compliance efforts within a fast-paced, professional environment. The role requires a proactive mindset, excellent organizational skills, and advanced technical expertise to ensure seamless case workflow and compliance.

Key Responsibilities

• Oversee and coordinate assigned legal cases, emphasizing organization, accuracy, and efficiency throughout all stages of litigation and document management
• Perform comprehensive legal and factual research utilizing platforms such as Westlaw, LexisNexis, PACER, Bloomberg Law, AlphaSense, and supplementary online legal research tools
• Review, proofread, and verify citations, factual assertions, and reference materials within legal documents including pleadings, briefs, motions, and complaints to ensure strict adherence to legal citation standards (Bluebook) and accuracy
• Draft, revise, and electronically file legal documents in compliance with jurisdictional court filing procedures for federal and state courts, including e-filing in federal district courts
• Support regulatory compliance by retrieving and analyzing applicable rules, statutes, and industry regulations
• Maintain and organize complex case files, tracking deadlines, exhibits, and correspondence for quick retrieval and reference; utilize case management software (e.g., iTimeKeep, Clio, or similar)
• Assist in preparation for depositions, hearings, trials, and client meetings, including scheduling, exhibit compilation, and logistical arrangements
• Accurately record billable time entries and manage workload efficiently using legal time-tracking tools such as iTimeKeep or equivalent
• Collaborate with attorneys and external counsel, providing legal, administrative, and research support to advance case objectives

Core Qualifications & Requirements

• Bachelor’s degree from an accredited institution
• 5 to 12 years of progressive litigation paralegal experience within a law firm or corporate legal department, with substantive exposure to securities litigation, class actions, or complex commercial litigation highly preferred
• Proven experience with federal and state court electronic filing protocols and procedures
• Expertise in legal citation, cite-checking, and Bluebook compliance
• Advanced proficiency in legal research tools including Westlaw, LexisNexis, PACER, Bloomberg Law, and AlphaSense
• Exceptional attention to detail, proofreading, and grammatical accuracy
• Strong organizational skills and ability to manage multiple priorities under tight deadlines
• Excellent written and verbal communication, along with interpersonal skills to facilitate effective teamwork
• Proficiency in Microsoft Office Suite, especially Word, Excel, PowerPoint, and legal case management & billing software

Nice-to-Have Qualifications

• Experience in securities litigation, class actions, or regulatory investigations
• Knowledge of litigation support software such as Relativity, Summation, or Concordance
• Familiarity with document management systems and e-discovery processes
• Legal research platforms: Westlaw, LexisNexis, Bloomberg Law, PACER, AlphaSense
• E-filing systems: Federal and state court electronic filing portals
• Legal citation standards: Bluebook, ALWD Guide
• Case management & billing: iTimeKeep, Clio, Relativity, Concordance
• Microsoft Office: Word, Excel, PowerPoint

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.