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Senior Paralegal - Investment Management

Full-time 27 views

Law Firm

Philadelphia, PA, United States

Senior Paralegal - Investment Management

Legal Staff

3-6 yrs required

Full-time

No

# Senior Paralegal – Investment Management

Morgan, Lewis & Bockius LLP, one of the world’s leading global law firms, is seeking an experienced Corporate Paralegal for its Investment Management Practice Group. The Paralegal will work as an integral part of various client teams to perform a variety of basic and increasingly complex tasks for Private Fund clients. This position will reside in the Boston, New York, Philadelphia or Washington, DC office with a hybrid in-office/remote working schedule.

## Responsibilities

* Performs a variety of basic and increasingly complex work under the supervision of attorneys and with the guidance of supervisory or senior paralegals.
* Demonstrates strong leadership and organizational skills to manage ongoing projects and assist attorneys in meeting project deadlines and client needs.
* Assists attorneys with the formation of new entities (corporations, limited partnerships, limited liability companies, etc.) and related organizational matters (State filings, tax identification numbers (EINs), etc.).
* Completes, coordinates, and manages transfer processes for sales and purchases of interests in private funds (including transfer documents, investor questionnaires, anti-money laundering and know-your-client packets, and more).
* Participates in hedge fund and private equity fund launches and periodic fund raising.
* Drafts, monitors and completes subscription documents.
* Maintains project timelines and agendas, organizing materials and otherwise assisting with a variety of new and ongoing projects.
* Serves as the “gatekeeper” for ongoing projects, monitoring progress to ensure that projects remain on track and maintaining organized project files.
* Interacts with clients and working team members to distribute draft documents for review and to coordinate receipt and reconciliation of client comments on distributions.
* Coordinates signatures for contracts, including e-Signatures and DocuSign.
* Compiles closing documents and post-closing records.
* Proofreads various documents.
* Organizes and maintains client records and files and makes client documents and files easily accessible for attorneys and working groups.
* Over time, acquires and grows knowledge of the federal securities laws and legal concepts and terminology and demonstrates the ability to apply such knowledge to daily tasks to contribute to work products in a thoughtful and effective manner.
* Applies solid computer skills and becomes proficient with practice-specific technologies.
* Demonstrates good judgment, common sense, and ingenuity to apply knowledge to assess alternatives and to identify and recommend solutions.

## Experience/Qualifications

* A Bachelor’s degree from an accredited four-year college.
* 3 to 6 years of transactional paralegal experience at a large law firm.
* Strong leadership and organizational skills.
* Strong attention to detail.
* Strong communication skills (written and verbal).
* Ability to think critically and see “big picture” effects.
* Ability to multi-task and shift priorities to meet moving and demanding deadlines.
* Ability to follow up and follow through on tasks and project deadlines.
* Ability to interact effectively and work well in a team environment.
* Ability to be proactive and a self-starter to serve as a “go to” person for both internal and external needs.
* Ability to maintain strict confidentiality of client and firm affairs.
* Ability to work overtime.

## Salary Information

For positions in New York, the salary range for this job posting is $83, - $133,.

## Equal Employment Opportunity and Reasonable Accommodations

Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.

Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.

California Applicants: Pursuant to the California Consumer Privacy Act, the following link contains the Firm's California Consumer Privacy Act Privacy Notice for Candidates which explains the categories of personal information that we collect and the purposes for which we use such personal information. CCPA Privacy Notice for Candidates

Morgan Lewis & Bockius LLP is also an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

If you are interested in applying for employment with Morgan Lewis and need special assistance or accommodation to use our website or to apply for a position, please call or email the following contacts:

* Professional Staff positions: Please call or email
* Lawyer/Summer Associate positions:

Morgan, Lewis & Bockius, LLP reasonably accommodates applicants and employees who need them to perform the essential functions of the job because of disability, religious belief, or other reason protected by applicable law. If you believe you need a reasonable accommodation during the application process

Full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave)

Leadership and organizational skills, strong attention to detail, strong communication skills (written and verbal), ability to think critically and see “big picture” effects, ability to multi-task and shift priorities to meet moving and demanding deadlines, ability to follow up and follow through on tasks and project deadlines, ability to interact effectively and work well in a team environment, ability to be proactive and a self-starter to serve as a “go to” person for both internal and external needs, ability to maintain strict confidentiality of client and firm affairs, ability to work overtime, computer skills

Bachelor’s degree from an accredited four-year college

Qualified candidates must apply online by visiting our website at and selecting “Careers.”

Qualification and Experience Bachelor’s degree from an accredited four-year college, 3 to 6 years of transactional paralegal experience at a large law firm

Legal

Jul 30, 2024
Apr 16, 2024
Jun 26, 2023

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Law Firm

Legal Staff

USD
83672 to 133875
Annually

3-6 yrs required

Full-time

Legal

Apr 16, 2024

Jul 30, 2024

Apr 16, 2024

Profile

# Senior Paralegal – Investment Management

Morgan, Lewis & Bockius LLP, one of the world’s leading global law firms, is seeking an experienced Corporate Paralegal for its Investment Management Practice Group. The Paralegal will work as an integral part of various client teams to perform a variety of basic and increasingly complex tasks for Private Fund clients. This position will reside in the Boston, New York, Philadelphia or Washington, DC office with a hybrid in-office/remote working schedule.

## Responsibilities

* Performs a variety of basic and increasingly complex work under the supervision of attorneys and with the guidance of supervisory or senior paralegals.
* Demonstrates strong leadership and organizational skills to manage ongoing projects and assist attorneys in meeting project deadlines and client needs.
* Assists attorneys with the formation of new entities (corporations, limited partnerships, limited liability companies, etc.) and related organizational matters (State filings, tax identification numbers (EINs), etc.).
* Completes, coordinates, and manages transfer processes for sales and purchases of interests in private funds (including transfer documents, investor questionnaires, anti-money laundering and know-your-client packets, and more).
* Participates in hedge fund and private equity fund launches and periodic fund raising.
* Drafts, monitors and completes subscription documents.
* Maintains project timelines and agendas, organizing materials and otherwise assisting with a variety of new and ongoing projects.
* Serves as the “gatekeeper” for ongoing projects, monitoring progress to ensure that projects remain on track and maintaining organized project files.
* Interacts with clients and working team members to distribute draft documents for review and to coordinate receipt and reconciliation of client comments on distributions.
* Coordinates signatures for contracts, including e-Signatures and DocuSign.
* Compiles closing documents and post-closing records.
* Proofreads various documents.
* Organizes and maintains client records and files and makes client documents and files easily accessible for attorneys and working groups.
* Over time, acquires and grows knowledge of the federal securities laws and legal concepts and terminology and demonstrates the ability to apply such knowledge to daily tasks to contribute to work products in a thoughtful and effective manner.
* Applies solid computer skills and becomes proficient with practice-specific technologies.
* Demonstrates good judgment, common sense, and ingenuity to apply knowledge to assess alternatives and to identify and recommend solutions.

## Experience/Qualifications

* A Bachelor’s degree from an accredited four-year college.
* 3 to 6 years of transactional paralegal experience at a large law firm.
* Strong leadership and organizational skills.
* Strong attention to detail.
* Strong communication skills (written and verbal).
* Ability to think critically and see “big picture” effects.
* Ability to multi-task and shift priorities to meet moving and demanding deadlines.
* Ability to follow up and follow through on tasks and project deadlines.
* Ability to interact effectively and work well in a team environment.
* Ability to be proactive and a self-starter to serve as a “go to” person for both internal and external needs.
* Ability to maintain strict confidentiality of client and firm affairs.
* Ability to work overtime.

## Salary Information

For positions in New York, the salary range for this job posting is $83, - $133,.

## Equal Employment Opportunity and Reasonable Accommodations

Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.

Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.

California Applicants: Pursuant to the California Consumer Privacy Act, the following link contains the Firm's California Consumer Privacy Act Privacy Notice for Candidates which explains the categories of personal information that we collect and the purposes for which we use such personal information. CCPA Privacy Notice for Candidates

Morgan Lewis & Bockius LLP is also an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

If you are interested in applying for employment with Morgan Lewis and need special assistance or accommodation to use our website or to apply for a position, please call or email the following contacts:

* Professional Staff positions: Please call or email
* Lawyer/Summer Associate positions:

Morgan, Lewis & Bockius, LLP reasonably accommodates applicants and employees who need them to perform the essential functions of the job because of disability, religious belief, or other reason protected by applicable law. If you believe you need a reasonable accommodation during the application process



Qualification and Experience

Bachelor’s degree from an accredited four-year college, 3 to 6 years of transactional paralegal experience at a large law firm

Min Salary/Max Salary
USD 83672 to 133875 Annually

Additional info

Qualified candidates must apply online by visiting our website at and selecting “Careers.”

Company info
Apply for this Senior Paralegal - Investment Management job

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