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Fund Formation Case Assistant (Law Firm Experience)

SourcePro Search, LLC

We are conducting a search for a Fund Formation Case Assistant with experience supporting emerging company and venture fund matters. The role requires billing a minimum of 1,600 hours annually.

The ideal candidate will provide paralegal support to attorneys and paralegals and perform administrative duties as assigned.


What You'll Do:
• 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 with respect to 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

What You'll Bring:
• Bachelor's Degree
• Paralegal Certificate
• Available to work overtime, as required
• After orientation, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
• 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
Vacancy posted 11 hours ago
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