Corporate Paralegal Investment Management

$55,000 - $55,000/Yr

Davis Polk & Wardwell Llp - New York, NY

Full-time

New York, NY

Professional, Scientific, and Technical Services

About the position

The Corporate Paralegal in the Investment Management Group (IMG) plays a crucial role in assisting attorneys with various transactional offerings. This position involves preparing and verifying documents, managing subscription materials, and ensuring effective communication between brokers and legal teams. The paralegal will also maintain databases and assist with closing transactions, making it essential for candidates to have strong organizational and communication skills.

Responsibilities

• Review and process brokers' submissions of prospective investors' subscription documents
• Coordinate with rotators and brokers in connection with legal review of subscription materials
• Organize and track all correspondence between broker teams and rotators
• Prepare and maintain internal master spreadsheets of all onshore/offshore subscription information
• Revise subscription books throughout the legal review process
• Maintain online database of all subscription books
• Assemble packets of signature pages
• Update online database and internal master tracker, following new approvals
• Coordinate with client for tax review of offshore subscription books
• Upload recently edited offshore subscription books to database for client's tax review
• Process client's trackers and update internal trackers
• Relay client's comments to broker teams for outstanding orders
• Prepare Schedule A of approved onshore/offshore subscription books in advance of closings
• Run reconciliations of internal subscription information and data posted on database
• Assist with closing transactions and prepare closing sets
• Form, amend, and dissolve Corporations, Limited Partnerships, and Limited Liability Companies

Requirements

• Bachelor's degree with a strong academic record is required
• Ability to manage a varied workload and meet deadlines
• Must be punctual and reliable
• Proficiency in MS Word, Excel, PowerPoint, Outlook, and other applications as needed
• Strong interpersonal skills
• Ability to work collaboratively with attorneys and staff, demonstrating strong teamwork and a positive attitude
• Excellent written and verbal communication skills
• Ability to proofread typed material for typographical, spelling, and grammatical errors
• Strong organizational skills and attention to detail
• Ensure confidentiality of all the Firm's and clients' documentation and information

Benefits

• Competitive salary
• Comprehensive benefits package