In-House Investment Management Paralegal jobs in United States
cer-icon
Apply on Employer Site
company-logo

Latitude Legal ยท 1 day ago

In-House Investment Management Paralegal

Latitude Legal is a full-service flexible legal talent company serving corporate legal departments and law firms nationwide. They are seeking an In-House Investment Management Paralegal to join their legal team, where the candidate will be responsible for summarizing investment agreements, coordinating with external counsel, and maintaining legal documentation.

ConsultingLegalProfessional Services

Responsibilities

Summarizing private investment agreements; preparing subscription agreements and investor questionnaires; and preparing initial draft side letters
Coordination with external counsel and investment professionals
Tracking and maintaining key investment and legal documentation, including managing deadlines and compliance requirements
Assisting in drafting and managing contracts, interacting with vendors, reviewing invoices, and reporting on contract compliance
Preparing responses to open records, opinion requests, and audit inquiries
Performing legal research and analysis
Reviewing and editing legal documents
Maintaining investment and compliance calendars, organized legal files, and using document management systems

Qualification

Legal researchContract managementDocument management systemsInvestment agreementsCompliance trackingCommunication skillsOrganizational skills

Required

Summarizing private investment agreements; preparing subscription agreements and investor questionnaires; and preparing initial draft side letters
Coordination with external counsel and investment professionals
Tracking and maintaining key investment and legal documentation, including managing deadlines and compliance requirements
Assisting in drafting and managing contracts, interacting with vendors, reviewing invoices, and reporting on contract compliance
Preparing responses to open records, opinion requests, and audit inquiries
Performing legal research and analysis
Reviewing and editing legal documents
Maintaining investment and compliance calendars, organized legal files, and using document management systems

Benefits

Medical, dental, vision, life, and disability insurance
401(k)
Generous leave policies

Company

Latitude Legal

twittertwittertwitter
company-logo
Latitude is a legal services company that provides employing, in-house counseling, and law attorneys.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Ross Booher
Chief Executive Officer
linkedin
leader-logo
Cabot Hyde
Chief Operating Officer
linkedin
Company data provided by crunchbase