Corporate Paralegal - Financial Services Platform
Corporate Paralegal - Real Estate Investment Platform
San Francisco, CA (Hybrid)
About the Role
The Paralegal will support the legal and compliance functions of a growing real estate investment platform, working closely with the Associate Counsel on a wide range of fund-related legal matters. This is a highly dynamic, cross-functional role offering exposure to corporate governance, regulatory compliance, investor documentation, and real estate fund operations. The position is ideal for a detail-oriented paralegal who thrives in a fast-paced environment and is eager to take ownership of projects while partnering with teams across accounting, investor relations, and business development.
Key Responsibilities
Draft, file, and maintain corporate, compliance, and governance documents across multiple entities
Track and manage regulatory filings and compliance requirements, including Secretary of State, USCIS, SEC, FINRA, and state-level submissions
Prepare and support legal documentation related to real estate funds, including loan documentation and asset management materials
Draft, review, and maintain commercial agreements, including NDAs, referral agreements, service agreements, marketing agreements, broker/dealer contracts, and private offering documents
Support investor-related legal processes, including onboarding/offboarding documentation, side letters, loan agreements, and fund disbursement materials
Draft and review investor communications, including updates, reports, and formal correspondence
Required Qualifications
- Bachelor's degree required; paralegal certificate from an ABA-accredited program preferred
- 3+ years of legal and/or compliance experience within a law firm, investment firm, real estate platform, private equity, or financial services organization
- Experience supporting corporate governance, compliance tracking, and regulatory filings
- Familiarity with fund formation, real estate transactions, or investment management structures is highly preferred
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