What are the responsibilities and job description for the Fund Formations Paralegal position at Foley & Lardner LLP?
Overview
Foley & Lardner LLP is a great place to work because of what we do and how we do it. Here, your unique perspectives, experiences, and abilities will be embraced and developed, so you can excel. Being a part of Foley means having the opportunities and resources necessary to gain experience, advance professional goals, and forge meaningful connections. It’s a place where you can build your career and enjoy professionally satisfying work. We have over 2,300 people who are #HappyatFoley, and we think you will be too.
Foley & Lardner LLP is seeking an experienced Paralegal to support attorneys in the Fund Formation & Investment Management practice group. This position will involve significant contact with lawyers and paralegals at the firm and requires strong interpersonal and communication skills. The successful candidate must be a demonstrated self-starter who is both highly organized and a team player.
Responsibilities
Essential Functions
Foley offers a comprehensive benefit program which currently includes Paid Time Off; Paid Holidays; Medical, Dental and Vision insurance; 401(k) Retirement; Disability and Life insurance; Adoption Assistance; Backup Care for Dependents.
Affirmative Action/Equal Opportunity Employer/M/F/Vet/Disabled.
About Foley & Lardner
Foley is an Am Law 50 law firm consistently ranked among top-tier practices. With over 1,100 lawyers in 26 offices across the United States, Mexico, Europe, and Asia, our market-leading platform includes Corporate, Intellectual Property, and Litigation. Adding depth to our bench strength, we focus on four primary sectors: Energy, Health Care & Life Sciences, Innovative Technology, and Manufacturing. We look beyond the law to focus on the constantly evolving demands facing our clients and act as trusted business advisors to deliver creative, practical, and effective solutions.
For nearly two centuries, Foley has maintained its commitment to the highest level of innovative legal services and to the stewardship of our people, firm, clients, and the communities we serve. While respecting our roots, we’re also continuously looking to modernize all aspects of our business and elevate who we are and what we do, which keeps us focused on the future.
Foley & Lardner LLP is a great place to work because of what we do and how we do it. Here, your unique perspectives, experiences, and abilities will be embraced and developed, so you can excel. Being a part of Foley means having the opportunities and resources necessary to gain experience, advance professional goals, and forge meaningful connections. It’s a place where you can build your career and enjoy professionally satisfying work. We have over 2,300 people who are #HappyatFoley, and we think you will be too.
Foley & Lardner LLP is seeking an experienced Paralegal to support attorneys in the Fund Formation & Investment Management practice group. This position will involve significant contact with lawyers and paralegals at the firm and requires strong interpersonal and communication skills. The successful candidate must be a demonstrated self-starter who is both highly organized and a team player.
Responsibilities
Essential Functions
- Support attorneys with private investment fund formation and related transactions, including but not limited to: the formation of funds and their affiliated entities, including limited partnership and limited liability company entities; drafting and filing applicable formation certificates, tax identification forms and elections and applicable initial governing agreements; reviewing subscription agreements; tracking and following up with submitting investors including supporting AML/KYC documentation and related tax forms; analyzing federal and state securities laws exemptions from registration and exemptions filings; preparing federal Form D and applicable state securities filings; preparing and distributing closing sets to investors, attorneys and clients.
- Support transfer process for private investment fund sponsors from inception to closing; facilitate transfer intake process, draft and review transfer materials; manage closing of transfer including handling invoices and post-closing client recordkeeping.
- Manage annual and periodic filings for investment advisers to private investment funds.
- Support private fund investment transactions such as primary and secondary investments; organize transaction documents for attorney review; completion and submission of investor onboarding materials; coordinate full execution of legal agreements; and manage closing documents for client recordkeeping and practice group knowledge management efforts.
- Assist with organizing relevant documents related to private investment fund formations and private fund investments; provide ongoing corporate maintenance for private investment fund clients of the firm.
- Possess demonstrated experience with private investment funds, servicing private fund managers, and institutional investors.
- Demonstrate ability to maintain strict confidentiality of the firm's internal and personnel affairs.
- Collaborate and interact effectively with all levels of personnel, including management staff, colleagues and support staff. Possess strong oral and written communication skills.
- Maintain a proactive approach to meeting deadlines, respond quickly and efficiently to changing priorities, and adapt to tight deadlines with multiple tasks.
- Possess excellent attention to detail with timely follow through on deliverables.
- Pursue professional development by actively seeking out feedback and learning new skills.
- Maintain a professional demeanor in all situations, and work effectively within a cross-office and culturally diverse environment.
- High School diploma or GED required; Bachelor's degree and/or paralegal certificate strongly preferred
- Minimum of three (3) years of corporate paralegal or comparable work experience required
Foley offers a comprehensive benefit program which currently includes Paid Time Off; Paid Holidays; Medical, Dental and Vision insurance; 401(k) Retirement; Disability and Life insurance; Adoption Assistance; Backup Care for Dependents.
Affirmative Action/Equal Opportunity Employer/M/F/Vet/Disabled.
About Foley & Lardner
Foley is an Am Law 50 law firm consistently ranked among top-tier practices. With over 1,100 lawyers in 26 offices across the United States, Mexico, Europe, and Asia, our market-leading platform includes Corporate, Intellectual Property, and Litigation. Adding depth to our bench strength, we focus on four primary sectors: Energy, Health Care & Life Sciences, Innovative Technology, and Manufacturing. We look beyond the law to focus on the constantly evolving demands facing our clients and act as trusted business advisors to deliver creative, practical, and effective solutions.
For nearly two centuries, Foley has maintained its commitment to the highest level of innovative legal services and to the stewardship of our people, firm, clients, and the communities we serve. While respecting our roots, we’re also continuously looking to modernize all aspects of our business and elevate who we are and what we do, which keeps us focused on the future.
Salary : $82,700 - $115,800
