Fund Formation Case Assistant (Law Firm Experience)

SourceProSearch are conducting a search for a Fund Formation Case Assistant with experience supporting emerging company and venture fund matters. The role requires billing a minimum of 1,600 hours annually.

The ideal candidate will provide paralegal support to attorneys and paralegals and perform administrative duties as assigned. 

What You'll Do:

•   Assist with emerging company and venture fund work including:

  • Preparation and maintenance of organizational documents

  • Preparation of partnership and limited liability company agreements

  • Preparation of side letters, transfer agreements, admission agreements and other amendments

  • Conducting investor suitability due diligence     

•   Assist with research of Federal and State securities regulations in connection with fund formationsAssist with the preparation and filing of requisite notices
•   Assist with due diligence review of documents and with the preparation of opinions and backup in connection with fund formationAssist with SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios
•   Bill a minimum of 1600 hours annuallyTurn in time sheets, e-timelogs and fulfill other administrative duties in a timely fashion
•   All other duties as assigned or required

  What You'll Bring:

  Bachelor’s Degree
•            Paralegal CertificateAvailable to work overtime, as required
•              After orientation, exhibit proficiency in the Microsoft Office suite, iManage and other firm applicationsAbility to work independently and as part of a team in a fast-paced environment for multiple supervisors, meet deadlines and maintain flexibility with work assignments (including changes in attorney/paralegal assignments) and work schedules
•              Ability to organize and prioritize work assignments as well as delegate tasks to service departments when necessaryPossess excellent written, communication and proofreading skills with attention to detail
•              Ability to work well with others, including clientsAbility to work well under pressure
•              Must demonstrate initiative, diplomacy and tactReliable, committed and punctual