Job Details

SourcePro Search is 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