Paralegal Ii - Investment Funds in San Francisco, CA| LawFirmStaff

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Title : Paralegal Ii - Investment Funds

Location : California - San Francisco
Refer to Job # ZOHE843815

Be a part of a highly successful, full-service law firm that counts among its esteemed clients many Fortune 250 firms. This firm has a reputation for treating associates exceedingly well. The branch office of a large international law firm, this firm's practice has consistently been strong in the litigation, corporate and tax fields; however, the firm also has made a definite commitment to intellectual property related work in the Los Angeles legal market. The Los Angeles branch has a full book of business involving some of the biggest movers and shakers on the national and international scene. An aggressive development track has associates achieving partner status in a very limited amount of time compared to other national firms of its stature. This firms is generally seeking the best and the brightest--meaning it is most willing to consider associates from top schools and firms.
Paralegal II - Investment Funds The candidate prepares and maintains excel spreadsheets tracking investor subscriptions. Updates and maintains Sharepoint tracking system and calendar for various deadlines. Prepares and files (or coordinates the filing of) formation, tax and securities documents. Reviews investor subscription materials for completeness, correctness and consistency. Subscription Booklet Tracking and Indexing. Reviews investor subscription booklets and indexes into Access database and identifies follow up. Prepares and maintains various spreadsheets and reports. Maintains hard and soft copies of subscription booklets and other related materials. Assists with pre-closing, closing and post-closing activities. Handles signature page distribution to client. Prepares and files Form ID with the SEC and obtains SEC EDGAR codes. Prepares and files Form D with SEC. Provide legal and administrative support to Paralegals and Attorneys in the Corporate Department. Proofread, duplicate and scan documents to PDF and save to DMS. Perform clerical tasks as needed, e.g. make copies, create folder labels, prepare packages, write generic cover memos, etc.. Commitment to work overtime, as needed. Bachelor's degree and experience in fund formation, and investment management is preferred. Should have 5+ years of paralegal experience preferably in a law firm handling complex matters for large corporate clients.

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