Fund Formation Case Assistant; Law Firm
Listed on 2026-01-05
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Law/Legal
Legal Secretary, Financial Law -
Administrative/Clerical
Legal Secretary
Source Pro Search 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:- 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 formations
Assist 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 formation
Assist with SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios
Bill a minimum of 1600 hours annually
Turn 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 Certificate
- Available to work overtime, as required
- After orientation, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
- Ability 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 necessary
- Possess excellent written, communication and proofreading skills with attention to detail
- Ability to work well with others, including clients
- Ability to work well under pressure
- Must demonstrate initiative, diplomacy and tact
- Reliable, committed and punctual
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