Investment Funds & Corporate Paralegal (Hybrid) jobs in United States
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Atlantic Group · 17 hours ago

Investment Funds & Corporate Paralegal (Hybrid)

Atlantic Group is hiring an Investment Funds & Corporate Paralegal (Hybrid) in Stamford, CT for our client. In this role, you will support corporate governance and investment fund legal operations, including fund formation, regulatory filings, board materials, and investor requests across registered, unregistered, and foreign investment funds.

B2BHuman ResourcesStaffing Agency
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Growth Opportunities

Responsibilities

Corporate & Fund Legal Support: Support the Legal team across corporate governance and investment fund activities, including entity management and fund-related workflows
Fund Formation & Agreements: Assist with the drafting, review, and coordination of formation, operating, and offering documentation for corporate entities and investment funds, including side letters and related agreements
Documentation & Filings: Prepare and manage standard legal documentation for regulatory, state, and foreign filings using approved templates to ensure accuracy and compliance
Governance & Board Support: Draft, coordinate, and distribute board and committee materials including agendas, resolutions, notices, and meeting minutes
Document Management & Regulatory Support: Maintain document retention systems while supporting regulatory filings, investor questionnaires, KYC requests, and account openings

Qualification

Paralegal experienceInvestment fund knowledgeCorporate governanceLegal documentation managementRegulatory filingsAnalytical abilitiesBusiness judgmentWritten communicationVerbal communication

Required

Bachelor's degree required, with a strong academic record from an accredited university
5+ years of paralegal experience, ideally within a law firm or investment management environment, with direct exposure to corporate governance and investment fund documentation
Understanding of investment fund structures, corporate entities, and financial markets, including exposure to U.S. registered investment companies preferred
Experience managing legal documentation, regulatory filings, and document retention systems, with proficiency in legal and relationship management platforms
Highly detail-oriented professional with strong written and verbal communication skills, sound business judgment, excellent analytical abilities, and the capacity to manage multiple stakeholders and priorities

Preferred

Exposure to U.S. registered investment companies preferred

Company

Atlantic Group

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Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.

Funding

Current Stage
Growth Stage

Leadership Team

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John Ricco
Founding Partner
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Company data provided by crunchbase