Paralegal - Investments

Paralegal

Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!

The Paralegal will assist and provide a range of legal and administrative support to five attorneys and other professional staff in the Investments Office, working closely with one other paralegal.

Required Skills and Abilities:

• Proficient in Microsoft Office Suite products.
• Strong administrative and organizational skills.
• Good written and oral communication skills.
• Good interpersonal skills.

Preferred Skills and Abilities:

Experience as corporate or investments paralegal. Accurate and error-free work product, thorough and detail-oriented, takes direction but also works autonomously, meets deadlines, and takes initiative.

Principal Responsibilities:

• Maintains reference/client files, organizes and tracks investments and non-investments files for Investments Office attorneys.
• Assembles know-your-customer (KYC), anti-money laundering (AML), Foreign Account Tax Compliance Act (FATCA) reporting and other compliance documentation.
• Fills out investment subscription documents, incumbency certificates, state registration forms, powers of attorney, applications, notarizations and the like.
• Organizes and updates in-house corporate documentation, including signature delegations, relevant authorizations and minute books; manages other corporate housekeeping matters, such as corporate registration fees for investment entities.
• Checks legal forms and documents for accuracy; drafts legal documents including contracts, and other legal documents using templates.
• Maintains compliance calendars and tracks projects and deadlines.
• Co-ordinates within Investments Office and with other parts of the university as part of diligence production/review, internal analyses, responses to third party inquiries and the like.
• Organizes, analyzes, cross-checks and validates information; summarizes agreements, and other documents.
• Performs legal, statistical, documentary, factual, and records research.
• Authors and signs correspondence that do not contain independent legal opinions or legal advice.
• Manages and keeps track of legal invoices, generates summary reports.
• Maintains reference materials/ law library.
• Provides administrative support to Investments attorneys, and performs other duties as assigned.

Required Education and Experience: Bachelor's degree and two years of related experience or the equivalent combination of education and experience.