Paralegal Asset Management in Long Island, NY| LawFirmStaff

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Title : Paralegal Asset Management

Location : New York - Long Island
Refer to Job # OVYM804600


Paralegal Asset Management The candidate will assist with filings of registration statements Form N-1A pursuant to Investment Company Act 1940. Review EDGAR filings (Prospectuses and Statements of Additional Information) prior to filing with SEC. Maintain Private Equity Fund intranet. Assign Annual Shareholder Reports and annual updates to review teams and track progress. Assist with private equity fund formation, including the maintenance of side letter and investor trackers. Prepare and file formation documents for various business entities, including qualifications, amendments, dissolutions; interface with corporate service companies to file and retrieve documents from various states. Assist with drafting closing documents and signature packages. Coordinate post-closing activities: follow up to obtain all post-closing items; prepare and maintain extensive files; ongoing projects within the department. Assist with producing stock certificates. Work with clients to obtain Employee Identification Numbers. Prepare audit letters. Organize and attend meetings; maintain clients Outstanding Items List. BA/BS required. Impeccable writing and communication skills, excellent attention to detail, strong organizational skills and ability to multitask required. Proficiency with Microsoft Office Suite required.
 
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