Legal Staff Paralegal in Milwaukee, WI

Law Firm

Milwaukee, WI

Legal Staff Paralegal in Milwaukee, WI

Legal Staff

Min 3 yrs required

No

Job Title: Fund Formations Paralegal

Job Responsibilities:
- Support attorneys in the Fund Formation & Investment Management practice group with private investment fund formation and related transactions. This includes the formation of funds and their affiliated entities, such as limited partnership and limited liability company entities.
- Draft and file applicable formation certificates, tax identification forms, elections, and initial governing agreements.
- Review subscription agreements and track submissions from investors. This includes supporting AML/KYC documentation and related tax forms.
- Analyze federal and state securities laws exemptions from registration and exemptions filings. Prepare federal Form D and applicable state securities filings.
- Prepare and distribute closing sets to investors, attorneys, and clients.
- Manage the transfer process for private investment fund sponsors from inception to closing. Facilitate the transfer intake process, draft and review transfer materials, and manage the closing of transfers including handling invoices and post-closing client recordkeeping.
- Manage annual and periodic filings for investment advisers to private investment funds.
- Support private fund investment transactions such as primary and secondary investments. Organize transaction documents for attorney review, complete and submit investor onboarding materials, coordinate the full execution of legal agreements, and manage closing documents for client recordkeeping and practice group knowledge management efforts.
- Assist with organizing relevant documents related to private investment fund formations and private fund investments. Provide ongoing corporate maintenance for private investment fund clients of the law firm.

Education and Experience Information:
- A High School diploma or GED is required. A Bachelor's degree and/or paralegal certificate is strongly preferred.
- A minimum of three (3) years of corporate paralegal or comparable work experience is required.

Salary Information:
- For the Chicago-based position, the salary range is between $82,700 - $115,800 pursuant to the Illinois Equity Pay Act.
- For the Washington DC-based position, the salary range is between $89,900 - $125,900 pursuant to the Washington DC Pay Transparency Law.
- The actual offered amount will be determined based on factors such as education, experience, geographic market, and internal pay equity at the law firm.

Additional Information:
- The position is categorized as Regular Full-Time with a non-exempt FLSA status, and scheduled for 40 hours a week.
- The workplace is hybrid, offering flexibility in the working environment.
- The law firm offers a comprehensive benefit program that includes Paid Time Off, Paid Holidays, Medical, Dental and Vision insurance, a 401(k) Retirement plan, Disability and Life insurance, Adoption Assistance, and Backup Care for Dependents.
- The law firm is an Affirmative Action/Equal Opportunity Employer/Vet/Disabled.

About the Law Firm:
The law firm is an Am Law 50 firm consistently ranked among top-tier practices, with over 1,100 lawyers in 26 offices across the United States, Mexico, Europe, and Asia. The firm focuses on Corporate, Intellectual Property, and Litigation, and specializes in sectors such as Energy, Health Care & Life Sciences, Innovative Technology, and Manufacturing. The firm is dedicated to providing innovative legal services and acting as trusted business advisors to deliver creative, practical, and effective solutions for clients.