SourcePro Search
Fund Formation Case Assistant (Law Firm Experience)
SourcePro Search, San Francisco, California, United States, 94199
SourceProSearch 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:
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
#J-18808-Ljbffr
The ideal candidate will provide paralegal support to attorneys and paralegals and perform administrative duties as assigned.
What You'll Do:
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
#J-18808-Ljbffr