What are the responsibilities and job description for the Paralegal / Senior Paralegal - Asset Management position at SourcePro Search, LLC?
The Paralegal / Senior Paralegal will primarily assist with subscription document review duties for the Alternative Investments practice as described below and will interact directly with Asset Management Group Partners, Special Counsel and Associates in New York, Washington, D.C. and London offices, as well as with clients.
Duties & Responsibilities :
- Support the Asset Management Alternative Investments Subscription Document Review Team.
- Prepare subscription agreements for attorney review and track status / progress of the review.
- Direct communication with asset management clients (onboarding, sales and legal teams) on a daily basis.
- Maintain spreadsheets that track investor data, perform reconciliation tasks and create closing files.
- Assist with document retrieval and assist with a wide range of projects / deliverables.
- Maintain records of investment documents in various online databases.
- Coordinate investor documents among Asset Management attorneys in the New York, Washington, D.C. and London offices.
Qualifications :
Education : Bachelor's degree required.
Experience :
Skills and Abilities :
