Job TitleSenior Paralegal (Funds Finance)
LocationCharlotte, New York
Regular/TemporaryRegular
Job Description SummaryWe have an opening for a Senior Paralegal (Funds Finance).
The Senior Paralegal (Funds Finance) supports the management of complex fund finance deals and/or projects, coordinates the finance-related workflow, and acts as a senior resource to the Fund Finance team, exercising independent judgment and providing guidance to junior paralegals
Job DescriptionIn this capacity, the Senior Paralegal (Funds Finance) will:
- Perform work in an efficient and cost-effective manner so as to permit the Firm to reasonably collect fees for such work;
- Meet expectations of billable hours target of 1,725 (unless otherwise specified);
- Independently manage the full life cycle of assigned fund finance transactions (including subscription credit facilities, NAV facilities, and other fund-level financings) from origination through closing and post-closing, exercising sound judgment with minimal supervision;
- Perform work in an efficient and cost-effective manner so as to permit the Firm to reasonably collect fees for such work;
- Take the lead in preparing, negotiating, and finalizing transactional and closing documents under the direction of an attorney; prepare and manage closing binders, closing checklists, and signature pages, and independently track and resolve outstanding closing and post-closing items;
- Review and quality-check the work product of junior paralegals assigned to the same deal team, providing guidance and constructive feedback;
- Organize, review, and maintain documents and files related to fund finance transactions, including UCC filings, entity diligence, and lien searches;
- Create and maintain master deal lists, client-related information, and other highly sensitive, confidential information, and serve as a go-to resource for deal status across the practice group;
- Serve as a primary point of contact for clients and lenders on day-to-day transaction status and logistics, and participate in and help drive client/strategy calls, including preparing and maintaining meeting minutes and action-item trackers;
- Train, mentor, and help onboard junior paralegals within the Fund Finance team;
- Partner and coordinate with internal resources (e.g., docketing, records, conflicts) and third-party vendor services (e.g., UCC search and filing vendors) as needed;
- Coordinate with other areas/departments of the Firm where overlap exists to develop efficient procedures/communications to streamline processes and satisfy various department needs;
- Identify opportunities to improve practice group workflows, templates, and precedent, and help implement resulting process improvements;
- Work overtime as required; and
- Handle additional related projects as assigned.
Proficiencies:
- Advanced Proficiency in MS Outlook and web-based conference call/web-sharing applications;
- Advanced Proficiency in MS Word and document editing/comparison applications;
- Advanced Proficiency in MS Excel and spreadsheet/database applications;
- Fundamental Proficiency in MS PowerPoint and presentation applications;
- Advanced proficiency in online research and internet resources, including UCC and lien search platforms;
- Proficiency with document management systems (e.g. iManage);
- Strong organizational skills and attention to detail;
- Working knowledge of timekeeping and expense reporting applications;
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment; and
- Working knowledge of legal billing processes.
Qualifications:
- Minimum of 5+ years of paralegal experience with relevant fund finance or finance-related experience (required);
- Excellent written and verbal communication skills with strong teamwork orientation (required);
- Bachelor's Degree (preferred); and
- ABA-approved Paralegal Certificate (preferred).
The salary wage range for New York that we expect to pay for this position is a minimum of $101,500 and a maximum of $140,000 annually. The actual pay wage may vary based on experience or other relevant factors.
Employees will be provided with an excellent career opportunity in a collaborative environment, in addition to a generous total compensation package with the opportunity to earn bonuses based on individual contribution and firm profitability.
Eligible employees can participate in the Firm's comprehensive benefits program, which include the following:
- Medical, Dental, Vision, Life/AD&D, Long Term Care, and Short- and Long-Term Disability
- Flexible Spending Accounts and Health Savings Account
- Healthcare Concierge and Advocacy
- Lifestyle Spending Account
- Voluntary 401(k) Plan and Profit Sharing
- 10 Paid Holidays per year and a generous PTO Program
- Family Support including Paid Parental Leave, Fertility Benefits, Breast Milk Shipping, Back-up Child Care, Elder Care, and Tutoring
- Wellbeing programs (Employee Assistance Program, Relationship Support, Mental Health, Menopause and Midlife Health and Well-Being Events)
- Retirement Plan Consulting
- Anniversary Bonus Program
- Professional Development Programs
- Transportation and Commuter Benefits
- International Travel Insurance
- Critical Illness, Hospital Indemnity and Accident Insurance
- Auto/Home/Pet Insurance
- Prepaid Legal Insurance
- Employee Discounts
- And More!
