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Fund Formation Case Assistant - Hybrid

San Francisco, CA · Legal
Fund Formation Case Assistant
Provides paralegal support to attorneys and paralegals and performs administrative duties as assigned.
Position responsibilities:
•  Assist with emerging company and venture fund work, including:
  • Preparation and maintenance of organizational documents
  • Preparation of partnership and limited liability company agreements
  • Preparation of side letters, transfer agreements, admission agreements, and other amendments
  • Conducting investor suitability due diligence     
•  Assist with research of Federal and State securities regulations in connection with fund formations
•  Assist with the preparation and filing of requisite notices
•  Assist with due diligence review of documents and with the preparation of opinions and backup in connection with fund formation
•  Assist with SEC compliance reporting on behalf of venture fund clients concerning their public company stock portfolios
•  Bill a minimum of 1600 hours annually
•  Turn in time sheets, e-timelogs, and fulfill other administrative duties in a timely fashion
•  All other duties as assigned or required
Skills and experience:
Required:
•             Available to work overtime, as required
•             After orientation at the Law Firm, exhibit proficiency in the Microsoft Office suite, iManage, and other firm applications
•             Bachelor’s Degree
Preferred:
•             Paralegal Certificate
Competencies:
•             Ability to work independently and as part of a team in a fast-paced environment for multiple supervisors, meet deadlines, and maintain flexibility with work assignments (including changes in attorney/paralegal assignments) and work schedules
•             Ability to organize and prioritize work assignments as well as delegate tasks to service departments
•             when necessary
•             Possess excellent written, communication, and proofreading skills with attention to detail
•             Ability to work well with others, including clients
•             Ability to work well under pressure
•             Must demonstrate initiative, diplomacy, and tact
•             Reliable, committed, and punctual
To Apply: Please email your resume to: cfleck@chelsearecruiters.com
 
Craig Fleck
Vice President
Chelsea Search Group
1777 Laurelwood Way
Oceanside, CA 92056
858-829-7747
cfleck@chelsearecruiters.com

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