Junior Paralegal - Investment Funds

Profile

Junior Paralegal - Investment Funds The candidate will under the supervision and direction of a Paralegal, helps to manage and organize the materials and information relating to particular matters and transactions. Review and track investor subscription booklets and indexes into various tracking charts. Prepare and file incorporation and formation documents (Delaware and other jurisdictions), as well as stock certificates, powers of attorney, resignations and standard certificates and resolutions. Interface with corporate service providers regarding statutory registered agent services. Maintain executed electronic copies of all governing fund agreements, resolutions, opinions, support certificates, fund tax forms, securities filings, related side letters, etc.. Prepare electronic closing sets to be delivered to client as needed. Assist with all closing matters: attend to post closing materials such as distribution of documents and original signature pages, prepare and organize documents, prepare and organize materials for shipment, create indexes, assemble documents into tabs and create electronic binders, deliver and pick up documents to and from various clients and law firms, fill out foreign qualification applications, apply for Employer Identification Numbers from the IRS, order corporate documents, e.g., charters, bylaws, good standings. Keep track of all relevant documents and signature pages for the attorneys and/or paralegals. Proofread, duplicate and scan documents to PDF, format and save to document management system. Perform clerical tasks as needed, e.g., make copies, create folder labels, prepare packages, write generic cover memos, etc..

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