Paralegal - Investments jobs in United States
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Yale University · 4 hours ago

Paralegal - Investments

Yale University is seeking a Paralegal to assist and provide legal and administrative support to the Investments Office. The role involves maintaining client files, drafting legal documents, and coordinating compliance documentation among other responsibilities.

AssociationBusiness DevelopmentEducationMedicalSocial Entrepreneurship
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Maintains reference/client files, organizes and tracks investments and non-investments files for Investments Office attorneys
Assembles know-your-customer (KYC), anti-money laundering (AML), Foreign Account Tax Compliance Act (FATCA) reporting and other compliance documentation
Fills out investment subscription documents, incumbency certificates, state registration forms, powers of attorney, applications, notarizations and the like
Organizes and updates in-house corporate documentation, including signature delegations, relevant authorizations and minute books; manages other corporate housekeeping matters, such as corporate registration fees for investment entities
Checks legal forms and documents for accuracy; drafts legal documents including contracts, and other legal documents using templates
Maintains compliance calendars and tracks projects and deadlines
Co-ordinates within Investments Office and with other parts of the university as part of diligence production/review, internal analyses, responses to third party inquiries and the like
Organizes, analyzes, cross-checks and validates information; summarizes agreements, and other documents
Performs legal, statistical, documentary, factual, and records research
Authors and signs correspondence that do not contain independent legal opinions or legal advice
Manages and keeps track of legal invoices, generates summary reports
Maintains reference materials/ law library
Provides administrative support to Investments attorneys, and performs other duties as assigned

Qualification

Microsoft Office SuiteCorporate paralegal experienceInvestments paralegal experienceAdministrative skillsResearch skillsOrganizational skillsWritten communicationOral communicationInterpersonal skillsDetail-oriented

Required

Proficient in Microsoft Office Suite products
Strong administrative and organizational skills
Good written and oral communication skills
Good interpersonal skills
Bachelor's degree and two years of related experience or the equivalent combination of education and experience

Preferred

Experience as corporate or investments paralegal
Accurate and error-free work product, thorough and detail-oriented, takes direction but also works autonomously, meets deadlines, and takes initiative

Company

Yale University

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Yale University is a research and education institution that prioritizes its students.

H1B Sponsorship

Yale University has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (355)
2024 (449)
2023 (214)
2022 (208)
2021 (190)
2020 (155)

Funding

Current Stage
Late Stage
Total Funding
$42.86M
Key Investors
Bezos Earth FundAlfred P. Sloan FoundationHyundai Hope On Wheels
2025-10-23Grant
2025-05-21Grant· $0.05M
2023-01-01Grant· $1.27M

Leadership Team

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Geoffrey Chatas
Senior Vice President for Operations
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Jack Callahan
Senior Vice President for Operations
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Company data provided by crunchbase