Job Details

Investment Management / Corporate Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

Min 5 yrs required


New York City, NY

Date Last Verified

Apr 11,2018

Posted on

Jan 31,2018
Practice Area
Corporate >> Corporate - Investment Company Act
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Investment Management / Corporate Paralegal Duties: Preparing and filing organizational documents, agreements, resolutions and applications related to formation of corporations, LLCs, partnerships, companies and in connection with various transactions including mergers and acquisitions, securities offerings, dispositions, incorporation/formation of entities, and financings, dispositions and other transactions related to those entities. Oversight of corporate data room including cap tables, option and restricted stock awards, board and shareholder resolutions. Facilitate ongoing corporate matters, including preparing minutes and consents of directors’ and shareholders’ actions and managing stockholder and capitalization records for clients. Organizing and maintaining electronic data rooms in support of M&A and securities transactions. Preparing and filing various federal and state forms including applications for licenses to operate specific Business/Corporate (e.g., liquor, vehicles) and applications for exemption for charitable organizations. Filings with IRS, including EIN applications, 83b elections and applications for exemption for charitable organizations. Submitting filings under federal securities and state blue sky laws including drafting and filing Form D with the SEC and state securities regulators. Also, researching and preparing blue sky memoranda. Preparing and filing other routine flings with SEC, including Forms 3 and 4. Administer liquidations, dissolutions and withdrawals, including preparing resolutions of liquidations or dissolution; preparing and filing articles of dissolution or other required state forms to effect dissolution; preparing and filing state and federal tax liquidation or dissolution or withdrawal forms; and preparing documents in connection with the distribution of corporate assets. Preparing audit inquiry response letters; obtaining apostilles; conducting UCC searches.

Qualification and Experience

Qualifications: College Degree preferred with 5+ years of paralegal experience in the relevant subject area. Must be current in practice area industry trends and in the legal profession. High attention to detail and the ability to follow up on assignments in situations where there is little or no guidance, structure a system from minimal instruction and submit a flawless work product. Positive, flexible and committed attitude. A highly professional demeanor and demonstrated work ethic including the willingness to take on extra tasks and responsibilities (including overtime) in order to meet client/firm needs. The ability to express and articulate him/herself clearly, including use of proper grammar and appropriate vocabulary, as well as the ability to describe a set of facts or information in an organized, precise, clear and unambiguous fashion. Demonstrated proficiency in Microsoft Office applications and specific practice group technology. Must be able to produce accurate results. Ability to anticipate, plan and prioritize work; manage competing demands to meet deadlines. Possess excellent interpersonal and communication skills. Demonstrated ability to meet obligations with confidentiality, integrity and sensitivity. Requires critical thinking skills sufficient to make independent decisions regarding daily work tasks. Ability to bring problems, concerns or discrepancies to the attention of the supervising lawyer. Working knowledge of basic accounting principals and the use of excel.

Additional info

Job ID: 6047

Company info

Hiring Coordinator
K&L Gates LLP
599 Lexington Avenue
New York City, NY 10022-6030
Fax: 212-536-3901


" Law Firm that Appreciates"

Current Employee - Reviewed on December 16, 2017

The firm should consider re-hiring the employees that it let go. Management should really work harder in identifying valuable employees to the firm.

Pros : A law firm setting which several benefits are offered to employees that are affordable. The firm has a system in place in which employees work together alongside staff and attorneys.
Cons : The firm has lost many of its employees because they have been let go. However, many of the employees were skilled and it appears that the firm made a poor decision in letting go of the valuable employees.
Current or former employee? : Current Employee

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