Our client is a medium sized investment management firm in the Bay Area. They are looking to bring a new Senior Paralegal onto their legal team. Ideally, they are looking for someone with at least 5 years of paralegal experience in the Financial Services sector, with a strong preference for those who have investment management experience. The role would report directly to the GC, and would be joining a versatile Admin Staff team supporting a group of stellar attorneys. Additionally, the paralegal will be asked to assist in day-to-day operations matters, in order to ensure efficiency within the legal team.
Day-to-day responsibilities of the role will include forming business entities, ensuring regulatory compliance, filing periodic reports, contract management and review, and general knowledge management. The team is looking for a candidate that can slot right in to the position and start working collaboratively with the team from day 1, while showing a strong work ethic and a positive attitude. This role is hybrid, and based in the Bay Area.
Job Responsibilities:
- Forming business entities,
- Ensuring regulatory compliance,
- Filing periodic reports,
- Contract management and review,
- General knowledge management.
Qualifications:
- A paralegal certificate or or previous work experience,
- Minimum of 5 years experience as in the the Financial Services field as a paralegal (with a strong preference for those with investment management experience,
- Comfortability reporting directly to the GC,
- Strong research, analytical, and organizational skills,
- Ability to work cross functionally with members on teams throughout the firm,
- A positive attitude and the ability to work semi-independently.
