Senior Paralegal

1. Company Information

Our client is a well-established, privately owned investment management firm with a long-standing history of serving as a trusted steward of client capital across market cycles. With a diversified investment platform spanning equities, fixed income, alternative credit, and real assets, the firm delivers actively managed strategies designed to provide differentiated risk-return outcomes.

Known for its disciplined investment philosophy and strong institutional reputation, our client fosters a collaborative and high-integrity culture, offering legal professionals the opportunity to work closely with investment teams, senior leadership, and global stakeholders in a dynamic environment.

2. Job Responsibilities

• Support the Legal and Compliance team across a wide range of asset management and fund-related matters, including both registered and private funds.
• Assist with client onboarding and ongoing client servicing, including preparation and review of legal documentation and responding to client requests.
• Draft and review offering documents, fund supplements, registration statements, and related disclosure materials in coordination with internal teams and external counsel.
• Prepare materials for board of directors meetings and support fund governance processes.
• Provide legal support for M&A transactions, corporate initiatives, and strategic projects.
• Coordinate and manage U.S. regulatory filings and assist with regulatory matters impacting non-U.S. offices.
• Support trading and investment teams by reviewing NDAs, investment documentation, and onboarding materials for counterparties.
• Handle Know-Your-Customer (KYC) requests and assist with documentation requirements from trading counterparties and regulators.
• Review and negotiate vendor agreements and commercial contracts.
• Maintain and support entity management, corporate records, and organizational structure documentation.
• Identify opportunities to enhance legal processes, tools, and technologies, including the use of automation and AI-driven solutions.
• Provide high-level legal specialist/paralegal support on complex, cross-functional initiatives and projects.

3. Job Requirements

• Bachelor’s degree required; advanced legal education or relevant certifications preferred.
• 8+ years of experience in a law firm and/or financial services environment, preferably within asset management.
• Strong experience drafting and reviewing offering documents and legal disclosure materials for investment products.
• Familiarity with registered funds, private funds, and asset management regulatory frameworks.
• Proven ability to work directly with clients, external counsel, and cross-functional business teams.
• Excellent written and verbal communication skills, with strong attention to detail and proofreading ability.
• Highly organized, self-motivated, and able to manage multiple priorities in a fast-paced environment.
• Experience supporting corporate transactions, regulatory filings, and fund operations is strongly preferred.
• Strong problem-solving skills with a proactive, solutions-oriented mindset.
• Comfortable operating in a collaborative, high-performance environment with evolving priorities.