Sr. Paralegal – Private Credit & Private Equity

Securian Financial is seeking an experienced, collaborative, and highly detail-oriented Senior Paralegal to join our Investments Legal team. This role supports a growing platform focused on private placement bonds and private equity / alternative investments.

This position serves as a key liaison among internal partners, external counsel, portfolio managers, and business counter parties. The ideal candidate brings deep transactional experience, strong commercial judgment, and a high level of ownership in managing all stages of sophisticated investment transactions from closing through payoff.

• Collaborative and team-oriented
• Self-directed and highly motivated
• Intellectually curious and solutions-focused
• Comfortable managing multiple complex transactions under tight deadlines with minimal oversight

• Serve as a trusted legal partner to senior-level portfolio managers by clearly analyzing and explaining legal and operational considerations in a practical, business-oriented manner.
• Independently manage all aspects of transaction closings and fundings, including:
  • Preparing purchaser information
  • Completing complex subscription agreements for multiple investor types
  • Facilitating and managing KYC diligence
  • Coordinating execution and funding logistics
• Analyze sophisticated legal documents (e.g., note purchase agreements, indentures, limited partnership agreements, amendments, waivers) and summarize relevant key terms, identify issues, and drive resolution.
• Draft and negotiate a wide range of legal documents, including:
  • Confidentiality agreements
  • Purchase and sale agreements governing secondary trades of private placements
  • Bond powers and certificates
  • Side letters with fund general partners
• Proactively collaborate with internal and external stakeholders, anticipate needs, and continuously re-prioritize work in a fast-paced, transaction-driven environment.
• Stay current on industry trends, regulatory developments, and legal best practices; proactively identify risks and recommend process improvements.
• Demonstrate a strong “one-team” mindset by mentoring colleagues, supporting cross-training efforts, and contributing to special projects and temporary assignments as needed.

• Paralegal certification with 5+ years of investments transactional experience, gained in a law firm and/or in‑house environment at a registered investment adviser, insurance company, or similar financial institution.
• Subject matter expertise in private placement bond transactions, particularly physically‑certificated Section 4(a)(2) offerings, and/or private equity or alternative investments.
• Strong working knowledge of:
  • NAIC requirements and risk-based capital considerations
  • Federal and state securities and investment laws and regulations (e.g., Securities Act, Investment Advisers Act)
  • General corporate law principles, applied in a practical, business-focused manner
• Exceptional written and verbal communication skills, with the ability to project professionalism and independently negotiate and resolve complex issues.
• Advanced organizational skills and the ability to manage multiple high-priority transactions simultaneously.
• Proficiency in Microsoft Office and strong aptitude for learning new technology platforms and document management systems.

• Experience with:
  • NAIC ratings processes
  • Cross-border tax implications and related filings
  • Foreign currency swapped private placements
  • Secondary trades
  • Regulation U and Sections 13/16 reporting requirements
• Experience with AI-enabled tools and/or financial and legal platforms such as Clearwater, Snowflake, Privatei, Hot Docs, or similar automation solutions.

$73,700.00 - $

At Securian Financial, we understand that attracting top talent means offering more than just a job – it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

• We…