Corporate Investment Funds Paralegal – Los Angeles, CA

Location: Los Angeles, CA
Date Posted: 10-23-2018
Corporate Investment Funds Paralegal – Los Angeles, CA
Top-notch Law Firm is seeking an Investment Funds Paralegal I, located in California, who will support multiple Corporate Partners and the overall practice on a variety of transactions. The essential job functions include the following:
Fund Formation
  • Prepares and files incorporation and formation documents, including amendments, mergers, and dissolutions, typically in Delaware but also other jurisdictions
  • Prepares initial short form agreements
  • Prepares board consents and stockholder consents
  • Completes and files Form SS-4s to obtain EINs, as well as other tax related forms
  • Prepares securities filings prior to fund closings for submission to the applicable regulatory authority (Form IDs, Form Ds and Form 99s)
  • Maintains closing checklist as necessary
  • Formulates solutions to problems which may arise, such as good standing issues
  • Interfaces with corporate service providers regarding statutory registered agent services (including changing contact information)
  • Provides direct support to clients (using discretion to handle matters directly or involving an attorney)
Private Funds Tracking and Reporting
  • Subscription Booklet Tracking and Indexing
  • Reviews investor subscription booklets and indexes into Access database
  • Reviews investor subscription booklets and identifies follow up items
  • Contacts investor regarding follow up items relating to their subscription booklet
  • Creates and maintains Access database with revised investor information when updated documents arrive
  • Generate Reports from Access database
  • Generates and maintains fund status chart listing investor information including commitments
  • Generates Blue Sky reports after each closing listing states where state filings are required
  • Generates schedule showing the current investors along with their primary contact information and commitment amounts
  • Generates custom reports as needed per client/attorney request
Electronic Closing Files
  • Maintains executed electronic copies of all governing fund agreements, resolutions, opinions, support certificates, fund tax forms, securities filings, etc.
  • Maintains electronic copies of subscription booklets and related side letters on document management server
  • Updates subscription booklet materials with revised documents from investors
  • Updates closing checklist as new fund related documents and agreements are complete
Closing Files and Subscription Booklets
  • Maintains closing files which contain complete original hard copies of fund agreements, resolutions, opinions, opinion support certificates, good standings, fund tax forms, closing notice transmissions, securities filings, etc.
  • Maintains hard copies, as needed, containing investor subscription booklets and fund transfer agreements
  • Updates subscription booklets with revised documents from investors
  • Maintains hard copies, as needed, containing investor side letters and related documents to the investor’s subscription materials
Closings
  • Handles signature page distribution to client containing documents needed for closing and securities filings
  • Prepares closing notices including General Partner acceptance pages
  • Prepares support certificates of firm's opinions
  • Obtains executed firm opinion
  • Orders certified copies and good standing certificates
  • Identifies and resolves problems that arise
  • Verifies General Partner acceptance pages and distributes closing notices to investors
  • Runs Blue Sky audit and coordinates with fund attorneys regarding required state securities filings
  • Prepares closing book materials for new investors
  • Distributes closing book materials to the investors
  • Prepares final closing book index and assemble final closing book for client and K&E fund team
  • Distributes final closing book materials to client and fund team
  • Uploads original closing files to records management database and sends final fund closing documents offsite
Qualifications & Requirements
The ideal candidate will possess experience in one or more areas including M&A, private equity, debt finance, asset-backed securitization, fund formation, investment management and/or venture capital.  Additional qualifications include excellent analytical and organizational abilities, solid communication and management skills, strong computer abilities, creativity, and initiative.  Travel and overtime may be required. A minimum of 2 years of Invest Funds experience required.

 Education:  Bachelor's Degree required, meet CA AB 1761 requirements.

Knowledge, Skills and Abilities:
  • Strong coordination and teamwork skills;
  • Planning and organization skills, including the ability to manage a number of projects concurrently;
  • Excellent communication skills, both written and verbal;
  • A proactive approach and the ability to work "hands-on" as required;
  • Strong problem-solving skills;
  • Proficiency in the use of law office software, Microsoft Access and Microsoft Excel is strongly preferred.
To Apply: Please email your resume for immediate consideration to: cfleck@chelsearecruiters.com 
 
 
Craig Fleck
Vice President
Chelsea Search Group
3050 Rue D'Orleans #317
San Diego, CA 92110
858-829-7747
cfleck@chelsearecruiters.com
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