Paralegal - Investment Funds

Paralegal - Investment Funds DLA Piper Summary Under the supervision of attorneys, performs a range of substantive case, matter or entity related duties. Prepares drafts of legal and other documents and correspondence for attorney review. Compiles, analyzes and summarizes information. Coordinates efforts between attorneys, clients, outside legal counsel, opposing legal counsel, other parties and outside vendors. Location This position can sit in either our Austin, New York, San Francisco, or Washington, DC office and offers a hybrid work schedule. Responsibilities Researches, prepares and files legal UCC Financing Statements Organizes, prepares and files a variety of corporate legal documents for transactions (Articles of Incorporation/Organization, Amendments, state qualifications, consents, merger documents, closing books, electronic closing sets, initial drafts or certificates, short‑firm closing deliverables, and filing annual reports, and assists with formation of entities) Coordinates execution and delivery of documentation to other parties’ counsel, lenders, governmental agencies, etc. including all closing documentation. Develops, monitors and updates closing and other checklists. Attends closing with attorneys to manage documents and obtain all necessary signatures. Prepares closing books. Prepares documents for transactions such as closing statements. Prepares and files annual reports in states where corporations are incorporated and/or qualified to do business. Assists with due diligence. Prepares closing volumes, including index, document assembly, binding and final distribution. Performs Blue Sky research and filings. Prepares and maintains capitalization tables as well as stock and options ledgers. Maintains minute books (hard copy and electronic). Manages data rooms and matter files. Assembles, reviews and analyzes documents. Communicates/Liaises with judges’ chambers, court personnel, outside counsel, clients and other parties via telephone, mail and email. Organizes service and delivery of signature copies to chambers. Experience with secondaries reviews. Desired Skills Must have strong skills in Word, Excel and Outlook. Experience with legal software such as Relativity, LexisNexis, Westlaw or similar application required. Excellent verbal, written and interpersonal skills required to interact with staff, paralegals, attorneys and clients on a daily basis. Strong organizational skills and attention to detail required to handle large volumes of work associated with each matter. Responsibilities will include assisting attorneys in your home office and in office across the firm. Must be able to work effectively in a fast‑paced environment. Preferred Education Bachelor’s Degree and/or a Paralegal certificate Certificates Paralegal Certificate preferred. For California Paralegals: Must meet the California Paralegal Requirement or any other states requiring a paralegal certification. 1 year of paralegal experience for individuals with a bachelor's degree and/or paralegal certificate. Individuals without a degree or certification require five years' legal support experience in the specific practice area. Core Competencies Business Acumen: Understand the firm’s business model, operations, and strategic goals; work with PG leadership to develop and implement their strategies and initiatives in alignment to the firm’s. Relationship Building: Build trust and rapport with leaders and employees at all levels. Problem Solving: Identify root causes of issues and develop pragmatic solutions. Influence & Impact: Persuade others to support initiatives, balancing stakeholder needs and organizational priorities. Change Leadership: Champion change and help others adapt in dynamic environments. Analytical Thinking: Use data to drive decisions and measure outcomes. Emotional Intelligence: Demonstrate self‑awareness, empathy, and strong interpersonal skills. Results Orientation: Deliver high‑quality outcomes and meet commitments. Collaboration: foster positive work relationships with leadership, HR and firm peers. Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner. Provide timely, accurate, and quality work product. Successfully meet deadlines, expectations, and perform work duties as required. Comply with all firm policies and practices. Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on‑screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed. Ability to work under pressure and manage competing demands in a fast‑paced environment. Perform all other duties, tasks or projects as assigned. Physical Demands Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Disclaimer The purpose of this job description is to provide a concise statement of the work elements and to organize and present the information in a standardized way. It is not intended to describe all the elements of the work that may be performed by every individual in this classification, nor should it serve as the sole criteria for personnel decisions and actions. The job duties, requirements, and expectations for this position may be modified at the Firm’s discretion at any time. This job description does not change the at‑will nature of employment. Application Process Applicants must apply directly online instead of sending application materials via email. Accommodation Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process. If you have a request for an accommodation during the application process, please contact View email address on click.appcast.io. Equal Opportunity Statement DLA Piper is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Seniority level Entry level Employment type Full-time Job function Legal Law Practice #J-18808-Ljbffr