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Investment Fund Paralegal

Neuberger Berman
New York, NY Full Time
POSTED ON 2/6/2025
AVAILABLE BEFORE 3/7/2025

NB Private Markets manages approximately $70bn collectively across private equity and fund of hedge funds products. The private equity platform manages over $60bn in commitments across a variety of products, including private equity fund of funds, secondary, co-investment, private credit, and cash yield-oriented strategies.


The Paralegal should have a desire to work in a vibrant and fast-growing private equity business. The ideal candidate will have the agility and poise to work in a high-volume, dynamic environment and “ride herd” over a team of counsel (both internal and external) and businesspeople in order to ensure transactions, entity formation, AML requests, account openings and a variety of other functions are properly and timely executed.


Responsibilities:


  • Prepare and review documentation, like formation documents, for various private equity funds
  • Organize and maintain entity management and group documents
  • Coordinate execution of documents
  • Prepare organizational structure charts for AML requests
  • Assist in preparing documents for, and answering, AML requests from, third party fund sponsors, banks, clients etc.
  • Prepare regulatory filings in various jurisdictions
  • Interact with clients and senior management across a variety of internal groups
  • Liaise with finance and accounting to facilitate account openings and fund and transaction closings
  • Perform ad hoc projects as needed


Qualifications:


  • Bachelor's Degree
  • At least 2 years of work experience
  • Proficiency in Microsoft Office software (e.g. Word, Excel, PowerPoint, and Outlook)
  • Ability to perform in fast paced environment
  • Excellent organizational skills; detail oriented
  • Strong time management skills; ability to prioritize multiple tasks efficiently
  • Resourceful and able to handle multiple and changing priorities
  • Ability to communicate effectively with senior management
  • Must be teamwork oriented and also be able to work independently
  • Notary license is a plus
  • Law firm, private equity or general financial services experience is a plus

Salary : $80,000 - $110,000

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