AMIF Paralegal
Job title: AMIF Paralegal in Boston, MA at K&L Gates
Company: K&L Gates
Job description: Job DescriptionAt K&L Gates, we are looking for smart, imaginative and hard-working people with diverse backgrounds, experiences and ideas to join us. Perhaps our search for talented visionaries and your search for important and impactful work lead to the same place.We are seeking Paralegal to join the Asset Management and Investment Funds practice group in the Boston, New York or Washington, D.C. office. The ideal candidate will have at least five years of experience in securities-related and/or corporate legal matters. Candidates should have experience with fund formation and governance, Blue Sky research, preparation of Form D and Form ADV, federal and state securities laws and investment company filings. Knowledge of the SEC EDGAR, FINRA IARD/CRD and EFD filing systems and processes is preferred.The candidate must be a demonstrated self-starter who is both highly organized and a team player. Applicants must have strong organizational and writing skills, demonstrate excellent verbal and written communication skills, be detail-oriented, and possess the ability to manage simultaneous projects in a fast-paced, deadline-oriented environment.KEY RELATIONSHIPS
Supervising lawyer(s), practice area leaders (PALs) and practice group coordinators (PGC’s); Director of Administration; Director of Practice Support; Paralegal Manager; paralegals, and clientsESSENTIAL DUTIESExperience with Blue Sky research, obtaining SEC access codes, preparation of Form D and Form ADV, and documents required for state securities filings. * Assist with drafting and filing documents for formation of new corporate entities incorporated in Delaware including initial Certificate of Formation/Incorporation, LLC agreements, limited partnership agreements, bylaws and related agreements.
- Track investor information for fund clients via spreadsheets and databases, and maintain client filing schedules.
- Research state corporate laws regarding foreign qualifications and Blue Sky compliance.
- Experience with Section 13 and 16 filings.
- Post-closing responsibilities include making necessary securities filings, preparing closing volumes and updating corporate records.
- Document support in fund closings, corporate restructurings, conversions, re-incorporations and dissolutions.
- Draft and process legal response letters in connection with audit requests in compliance with established firm processes.
- Familiarity with private fund offerings, mergers and acquisitions, and public securities regulation (’33 and ‘34 Acts).
- College degree required or certificate of completion of a paralegal program approved by the American Bar Association with a minimum of two (2) years of paralegal experience in the relevant subject area
- Working understanding of the legal terminology and the foundation of law specific to the practice group
- Demonstrate proficiency in Microsoft Office applications and the ability to be trained on specific practice group technology
- Display the ability to express himself/herself clearly using proper grammar and appropriate vocabulary; comments are organized and precise; is able to describe a set of facts in an organized, clear, and concise manner
- Possess excellent verbal and written communication skills; ability to present information to team in required format
- Strong attention to detail with the ability to follow up on assignments and produce a quality work product with appropriate oversight
- Maintain a positive, flexible and committed attitude; work collaboratively as part of a practice support team
- Ability and time management skills to work independently and meet deadlines in an atmosphere of frequent interruptions
- Critical thinking skills sufficient to make decisions regarding daily work, a willingness to follow instructions, and responsibility to bring all problems, concerns, or discrepancies to the attention of the supervising lawyer
- Remain current in practice area industry trends and in the legal profession; proactively seek out training opportunities
- Use sound judgment in decision making to solve problems and achieve defined business outcomes
- Organize and prioritize workload with minimal supervision; proactively seek additional work as utilization allows
- Take the initiative in handling projects and anticipating what needs to be done; capture all information to complete the assigned project successfully
- Understand and follow specific and detailed instructions in oral and/or written form; ask appropriate questions to confirm project parameters including deadlines
- Medical/Prescription Drug Coverage (including a Health Savings Account feature)
- Back-up Child/Elder Care and access to a caregiving concierge
- Dental Insurance
- Wellness Program
- Vision Insurance
- Pre-tax Commuting Benefits
- 401(k) Retirement Plan and Profit Sharing
- Business Travel Accident Insurance
- Short- and Long-term Disability Protection
- Pet Insurance
- Life Insurance (including Basic, Supplemental, Spouse, Child, and Accidental Death and Dismemberment)
- Health Advocacy Services
- Paid Time Off (20 days/year through first 4 years of employment; 25 days/year after 5 years of employment)
- Identity Protection/Restoration and Fraud Insurance
- Parental Leave (18 weeks of which 6 are paid; short-term disability may provide additional paid time off)
- Student loan refinancing options and access to a student loan concierge service
- Paid Holidays (12)
- Addiction Resources
- Family Building Benefits
- Breast Milk Delivery and Lactation Support Services
- Flexible Spending Accounts
- Employees also may be eligible to receive bonuses and certain expense reimbursements
- Employee Assistance Program
- Professional Development and CLE Credit Opportunities
- 529 Deductions
- Relocation
- Accident Insurance
- Employee Referral Program
- Critical Illness Insurance
- Hybrid/Remote Work Opportunities
- Hospital Indemnity Insurance
- Perks including: Technology, Entertainment, and Travel Discount Programs
- Bereavement Leave
- All other benefits (such as leaves of absence) required by law
Expected salary: $79000 - 132000 per year
Location: Boston, MA
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