Paralegal - Investment Funds
DLA Piper is a collaborative and supportive law firm seeking a Paralegal - Investment Funds to assist attorneys with substantive case-related duties. The role involves preparing legal documents, coordinating with various parties, and managing data rooms and matter files.
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
- Manages data rooms and matter files
- 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 capitalizations tables as well as stock and options ledgers
- Maintains minute books (hard copy and electronic)
- Manages data rooms and matter files
- Maintains minute books (hard copy and electronic)
- 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
- Maintains department calendar
- Experience with secondaries reviews
Skills
- High School or GED
- 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
- Strong skills in Word, Excel and Outlook
- Experience with legal software such as Relativity, LexisNexis, Westlaw or similar application
- 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 associates with each matter
- Ability to work effectively in a fast-paced environment
- Bachelors Degree and/or a Paralegal certificate
- Paralegal Certificate preferred
- For California Paralegals: Must meet the California Paralegal Requirement or any other states requiring a paralegal certification
Benefits
- Medical/dental/vision insurance
- 401(k)
Company Overview