Public Finance Paralegal

Public Finance Paralegal

Office Locations: Baltimore, Boston, Chesterbrook, Harrisburg, New York, Philadelphia, Pittsburgh, Princeton, Washington DC, Wilmington

Department: Transactional

Manager: Transactional Paralegal Manager

FLSA Status: Non-Exempt

Position Summary:

Under the supervision of three or more attorneys, the paralegal will perform a variety of legal duties for the Public Finance Practice Group. Assignments will include both billable and non-billable matters. The work performed requires knowledge of basic legal concepts, principles, terminology and practices, use of legal reference materials, and law office procedures. Skills required include the ability to reason logically, analyze situations, be proactive, communicate effectively both orally and in writing, draft documents, and obtain and report information received through research and investigation.

Essential Functions and Job Responsibilities:

• Assist in drafting and reviewing legal documents.
• Review and prepare initial drafts of bond resolutions, offering statements, and closing documents; and prepare and circulate document distributions.
• Conduct legal research relevant to public finance and municipal securities, including state and municipal law.
• Gather, review, and organize due diligence materials for public finance transactions.
• Coordinate and manage transaction closings; prepare, organize and collect signature packages; assemble final closing documents; and prepare closing binders.
• Assist with compliance with federal, state, and local regulations related to public finance.
• Prepare state and federal tax and UCC filing documents for public finance transactions.
• Maintain organized files and databases of transaction documents and correspondence.
• Communicate with clients, underwriters, and other parties to gather information and provide updates on transaction progress.

Knowledge and Skills Required:

• Strong attention to detail to ensure accuracy and compliance with regulations.
• Ability to manage multiple tasks and prioritize work effectively.
• Excellent written and verbal communication skills.
• Proficiency in legal research tools and methodologies.
• Competency in using legal software including document management system.
• Strong analytical and problem-solving skills.
• Excellent time management skills with a proven ability to meet deadlines.
• Exceptional organizational and proofreading skills.
• Must be proficient in use of Microsoft Word, Excel and Outlook and PowerPoint.
• Exhibit professionalism with attorneys, clients, firm management and peers.
• Must be flexible with the ability to adapt easily to a fast-paced working environment.
• Ability to maintain confidentiality, exercise discretion, and good judgment
• Must be available to work overtime including evenings and weekends, as necessary, particularly during times of large transaction volume.

Education and Experience Requirements:

• Bachelor's degree/completion of a post-secondary program with legal focus (a plus).
• State-approved accredited Paralegal certification (a plus).
• 5 years of relevant Paralegal work experience in the area of public finance transactions, municipal bonds, and relevant legal regulations.
• Experience working on debt statements, borrowing base certificates and other filings on the transactions issued under the Pennsylvania Local Government Unit Debt Act (LGUDA) (a plus).

Additional Information:

• Work is performed in a professional office environment and requires the following during the work day:
• Must be able to remain in a stationary position for long periods of time (working at a computer)
• Repetitive movement (i.e. heavy computer/keyboard use).
• May require occasional light lifting (files, copy paper, etc.).

Compensation:

The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated range for this role is $90k to $100k.