Job Description:

Our client, an investment management firm, is looking for a Paralegal.Job duties:Document ManagementRetentionCoordinate and maintain files. Ensure all final documents are saved in a timely basis to iManage and Sharepoint.Oversee legal record retention for the Americas.Set up and maintain data rooms for the proper distribution of private placement documentation and other legal documents as necessary.Legal Support ServicesAssist the Teams with such matters as may be required and provide legal support services for the Firm's business activities in the Americas as needed.Review and negotiate NDAs and joinder agreements.Review and negotiate vendor contracts, sponsorship agreements, recruiting contracts, and engagement letters.Prepare 408(b)(2) and Form 5500 letters.Draft contract amendment agreements and termination plete subscription documents and coordinate KYC materials for fund investments.Draft investor transfer documents for certain private funds.Assist with fund liquidations.Prepare and coordinate Regulation D filings with external counsel.Prepare and coordinate other regulatory filings when requested by the Legal Team.Prepare legal response documents as required by the business, with oversight from the Legal Team membersPrepare notarizations, apostillizations and consularizations as required.QUALIFICATIONS and EXPERIENCE REQUIREDB.A.B.S. preferred but not required. Must attend conferences related to the position as requestedPennsylvania notary license required (reasonable period of time will be permitted to take the test if the candidate does not currently hold the license).Experience in the investment management field with a preferred emphasis on private placement, private markets and advisory work. Broker-dealer experience also helpful but not requiredMust have strong oral communication skills, have good organizational skills and be able to collaborate with and between internal lawyers and business personsMust have excellent organizational skills, strong work ethic and a flexible and professional attitudeMust have the ability to multi-task and prioritize without supervisionCandidates must have proven advanced knowledge of MS Office Suite and Powerpoint