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Trinity Investors · 2 months ago

Legal Professional (Paralegal) – Southlake, TX

Southlake, TX

Part-time

Hybrid

Mid Level

3+ years exp

Trinity Investors is a firm that specializes in managing investments, and they are seeking a Legal Professional (Paralegal) to assist with legal documentation and compliance. The role involves preparing legal documents, managing corporate records, and ensuring compliance with securities laws while collaborating with various internal teams.

FinanceFinancial ServicesImpact InvestingReal Estate Investment

Responsibilities

Support the Compliance, Investments, Accounting, and Client Relations teams during the entire lifecycle of an investment transaction, from inception to closing and post-closing administration

Assist in drafting, reviewing, and proofreading various legal documents, such as fund formation documents and investment agreements

Assist in preparing and submitting regulatory filings, including SEC disclosures and Form D filings

Respond to requests and inquiries from regulatory bodies

Manage due diligence and deal approval process; interact with both the Trinity investment and Accounting Team

Manage external counsel review of investment documents

Manage the process of assignments and transfers of investments

Building on the candidate's experience at prior companies or firms, and in conjunction with the Compliance, Investments, and Client Relations teams, create, implement, and maintain a system for managing the lifecycle of an investment transaction, with the goal of improving internal and external efficiencies, tracking the status of each step in the process, and creating better workflows and smoother transactions overall

Qualification

Legal documentation skillsProject coordinating experienceCompliance laws understandingExcelJuniper Square experienceAttention to detailWritten communicationVerbal communicationTeam collaboration

Required

Undergraduate degree in a relevant field

Minimum 3 years' previous project coordinating experience

Ability to work effectively both independently and as part of a team

Excellent written and verbal communication skills

Ability to manage multiple concurrent projects of varying sizes and complexity with minimal oversight

Ability to oversee internal and external resources, and escalate to management as needed

Ability to understand applicable compliance laws and regulations, analyze their effect on business practices, and work with key stakeholders, as needed, to clarify requirements and address related issues

Strong attention to detail and accuracy

Software skills - Excel, Word, PowerPoint, and Outlook software required

Must have the ability to self-direct work and exercise independent judgment to formulate and implement solutions