Investment Funds Paralegal in Houston, TX| LawFirmStaff

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Title : Investment Funds Paralegal

Location : Texas - Houston
Refer to Job # PDFC710517


Investment Funds Paralegal The candidate will support multiple corporate partners and the overall practice on a variety of transactions. Prepares and files incorporation and formation documents, typically in Delaware but also other jurisdictions. Prepares initial short form agreements. Prepares board consents and stockholder consents. Completes and files Form SS-4s to obtain EINs, as well as other tax related forms. Prepares and files qualification and withdrawal applications. Prepares and files statutory filings. Maintains closing checklist as necessary. Formulates solutions to problems which may arise, such as good standing issues. Interfaces with corporate service providers regarding statutory registered agent services (including changing contact information). Provides direct support to clients (using discretion to handle matters directly or involving an attorney). Private Funds Tracking and Reporting. Subscription Booklet Tracking and Indexing. Reviews investor subscription booklets and indexes into Access database and identifies follow up. Contacts investor regarding follow-up items relating to their subscription booklet. Creates and maintains Access database with revised investor information when updated documents arrive and generate reports. Generates and maintains status chart and generates reports. Maintains executed electronic copies of all governing fund agreements, resolutions, opinions, support certificates, fund tax forms, securities filings, etc. Maintains electronic subscription booklets and related side letters on document management server. Updates subscription booklet materials with revised documents from investors. Updates closing checklist as new fund related documents and agreements are complete. Maintains closing files. Updates subscription booklets. Handles signature page distribution to client. Prepares closing notices including General Partner acceptance pages. Prepares support certificates. Obtains executed opinion. Orders certified copies and good standing certificates. Identifies and resolves problems that arise. Verifies General Partner acceptance pages and distributes closing notices to investors. Runs Blue Sky audit and coordinates with fund attorneys regarding required state securities filings. Prepares and distributes closing book materials for new investors. Prepares final closing book index and assemble and distributes and uploads closing book. Requirements: Experience in one or more areas including M&A, private equity, debt finance, asset finance & securitization, private funds, investment management. 2+ years of corporate paralegal experience with a Bachelor's degree preferred. Excellent analytical and organizational abilities, solid communication skills, strong computer abilities, creativity, and initiative.
 
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