Legal Assistant- Leading Asset Manager
Job Title: Legal Assistant - Leading Asset Manager
Location: Dallas, Texas
Department: Legal & Compliance
Position Overview:
A leading Asset Manager is seeking a Legal Assistant with 5-7 years of experience in fund and investment operations to join their dynamic legal team. The ideal candidate will play a critical role in supporting legal and operational functions, ensuring the smooth execution and maintenance of legal documentation related to investment transactions and fund governance.
Key Responsibilities:
- Legal Documentation Management:
- Draft, review, and manage legal documents related to fund operations and investment transactions.
- Maintain and organize transaction documents, including subscription agreements, side letters, and closing binders.
- Track and ensure timely execution of legal documents across internal and external stakeholders.
- Corporate Governance Support:
- Prepare and maintain corporate resolutions, board consents, and other governance materials.
- Assist in entity formation and maintenance, including regulatory filings and compliance documentation.
- Operational Coordination:
- Collaborate with investment, operations, and compliance teams to support fund launches, closings, and ongoing investment activity.
- Monitor and update internal systems with legal and transactional data.
- Recordkeeping & Compliance:
- Maintain accurate and up-to-date records of legal documents and corporate filings.
- Ensure compliance with internal policies and regulatory requirements.
- Administrative Support:
- Schedule meetings, manage calendars, and coordinate logistics for legal team activities.
- Liaise with external counsel and service providers as needed.
Qualifications:
- Bachelor's or Associate's Degree preferred; paralegal certification or legal studies preferred.
- 5-7 years of experience in a legal assistant or paralegal role within asset management, private equity, or financial services.
- Strong understanding of fund structures, investment documentation, and corporate governance.
- Exceptional organizational skills and attention to detail.
- Proficiency in Microsoft Office Suite and document management systems.
- Ability to manage multiple priorities in a fast-paced environment.
Preferred Attributes:
- Experience with legal entity management platforms (e.g., Diligent Entities, GEMS).
- Familiarity with SEC and other regulatory filings.
- Strong interpersonal and communication skills.
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