Paralegal (Investment Management)

Description

Who We Are:
Lowenstein Sandler is one of the most sophisticated law firms in the United States, with over 400 lawyers and 300 business services professionals serving clients from offices in New York, Palo Alto, New Jersey, Utah and Washington, D.C. Our primary administrative offices are in Roseland, New Jersey, where we are consistently ranked among the best places to work. We recruit candidates who seek a collaborative, entrepreneurial culture that prioritizes our clients, our colleagues, and the communities where we work and live. Committed to career development and to an inclusive workplace, the firm offers many programs and opportunities for personal and professional growth. We seek professionals for our business services group who share these values.

What You Will Do:
This position is designed for an experienced paralegal with at least 3-5 years of investment management or private funds experience. The successful candidate will have hands-on experience with entity formation, governance documentation, regulatory filings, entity lifecycle management, and will be comfortable serving as a key operational point of contact on sophisticated matters.

Essential Job Requirements:

Fund Formation & Investment Management Support:

• Assist attorneys with the formation, organization, and structuring of private investment funds and related entities, including limited partnerships, limited liability companies, feeder funds, blocker entities, and management companies.
• Support fund launches and closings by managing closing checklists, coordinating execution of documents, and organizing closing documentation.
• Conduct due diligence, including reviewing and summarizing organizational documents, agreements, and corporate records.
• Draft, organize, and maintain fund structure charts using Visio and PowerPoint.
• Track and maintain subscription agreements, transfer agreements, and other related investor documentation.
• Manage and submit time entries in compliance with firm standards.

Entity Formation, Registration, and Management:

• Handle U.S. entity formations, amendments, conversions, qualifications, and dissolutions across multiple jurisdictions.
• Coordinate with filing vendors, including preparing filing instructions, reviewing filings for accuracy, and tracking turnaround times.
• File applications and obtain EINs, certificates of good standing, certified formation documents, and other corporate records.
• Manage ongoing entity compliance, including annual reports, state registrations, and entity maintenance workflows.
• Maintain accurate corporate records and entity trackers to support ongoing investment management matters.

Preferred Experience:

• Prior experience as a paralegal supporting corporate matters, preferably for private investment funds, private equity, venture capital, or other alternative asset managers.
• Hands-on experience with entity formation, including LPs and LLCs (management companies, general partner entities, and other related entities).
• Experience managing entity filings and ongoing compliance using third-party filing vendors.
• Familiarity with fund closings, subscription agreements, and investor onboarding processes.
• Experience supporting SEC-related filings, such as Form D and Blue Sky filings, is a plus.

Skills, Knowledge, and Abilities:

• An Associate or Bachelor's Degree from an accredited college is preferred.
• A minimum of three years of paralegal experience in investment management, private/alternative funds, or corporate law.
• Strong project management skills, including ability to multi-task, work well under pressure, and balance multiple competing priorities.
• Strong written and verbal communication skills are required. Responsiveness is essential.
• Ability to exhibit flexibility and work independently and as part of our team in a fast-paced environment is critical. Must be able to adapt to shifting client needs.
• The ability to work under intense pressure is essential.
• Ability to respond to priority tasks outside of standard working hours, including evenings and weekends, as needed.
• Must demonstrate flexibility with work schedule, including variable start and end times based on business needs and, at times without prior notice.

Office Location: Roseland, NJ or New York, NY (Hybrid)
Schedule: Full-time, Monday - Friday, 10:00 AM - 6:00 PM, flexibility to work overtime and weekends as needed, especially during deal closings,
Amount of Travel Required : None.

The expected salary range for candidates meeting the requirements of this position is $100,000 to $120,000. The range provided is the salary that Lowenstein Sandler in good faith believes at the time of this posting that it is willing to pay for the advertised position. Exact compensation will be determined based on individual candidate qualifications and location. Our benefits package includes coverage options for medical, dental, vision, prescription drug, life insurance, disability, FSAs, 401K, and paid time off.

Disclaimers:
This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities required by employee.


Lowenstein Sandler LLP is not accepting resumes from search firms for this position. Regardless of past practice, all resumes submitted by search firms are to be deemed the sole property of Lowenstein Sandler LLP, and no fee will be paid in the event the candidate is hired by Lowenstein Sandler LLP as a result of the referral.

Lowenstein Sandler LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.