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
Compensation Salary $79,000 - $132,000The compensation salary for this position will be determined during the interview process and will vary based on multiple factors, including but not limited to prior experience, relevant expertise, current business needs, and market factors.ABOUT THE FIRMK&L Gates is a fully integrated global law firm with lawyers located across five continents in more than 40 offices. We have experienced dramatic growth in the past decade and now rank among the largest U.S. based law firms in the world. We take pride in constantly striving for innovation, imagination and an entrepreneurial spirit. We come up with big ideas and then roll up our sleeves to get the job done, guiding our clients through their most complex issues in a variety of industry sectors and across multiple regions of the world.The industry recognition the firm has garnered emanates from the foundation of a global community aligned on behalf of our clients. The people at K&L Gates are committed to working together to create a legacy for each other, the firm, our clients, and the communities in which we serve. We thrive in an inclusive and socially conscious environment that embraces diversity and takes a holistic approach to the career evolution of all our professionals.For more information or to view other job opportunities, please click to go back to our careers page.Notice: We participate in E-Verify in certain Firm locations for purposes of verifying employment eligibility.BENEFITSK&L Gates offers our personnel a comprehensive suite of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time personnel include:
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
EQUAL EMPLOYMENT OPPORTUNITYThe Firm is an equal opportunity employer. It is the policy of the Firm that employment decisions shall be based on merit, qualifications and competence. Employment practices will not be influenced or affected by virtue of a person’s race (including traits associated with race, including hair texture and protective hairstyles such as afros, braids, locks, and twists), religion, creed, color, national origin, ancestry, citizenship, physical disability, mental disability, medical condition, genetic information, marital status, sex, pregnancy, childbirth, breastfeeding, gender, parental status, gender identity, gender expression, sexual orientation, age, familial status, domestic violence victim status, military and veteran status, or any other characteristic protected by applicable federal, state, or local law. This policy governs all aspects of employment including, without limitation, recruiting, hiring, compensation, benefits, promotion, assignment, and dismissal. In addition, it is the Firm’s policy to provide an environment that is free of prohibited harassment of any kind including, without limitation, that which is based on sex, race, age, disability, ethnic background, or any other category protected by law (including the categories listed above). The Firm complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, please contact .
Expected salary: $79000 - 132000 per year
Location: Boston, MA
Apply for the job now!
Apply Now
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
Compensation Salary $79,000 - $132,000The compensation salary for this position will be determined during the interview process and will vary based on multiple factors, including but not limited to prior experience, relevant expertise, current business needs, and market factors.ABOUT THE FIRMK&L Gates is a fully integrated global law firm with lawyers located across five continents in more than 40 offices. We have experienced dramatic growth in the past decade and now rank among the largest U.S. based law firms in the world. We take pride in constantly striving for innovation, imagination and an entrepreneurial spirit. We come up with big ideas and then roll up our sleeves to get the job done, guiding our clients through their most complex issues in a variety of industry sectors and across multiple regions of the world.The industry recognition the firm has garnered emanates from the foundation of a global community aligned on behalf of our clients. The people at K&L Gates are committed to working together to create a legacy for each other, the firm, our clients, and the communities in which we serve. We thrive in an inclusive and socially conscious environment that embraces diversity and takes a holistic approach to the career evolution of all our professionals.For more information or to view other job opportunities, please click to go back to our careers page.Notice: We participate in E-Verify in certain Firm locations for purposes of verifying employment eligibility.BENEFITSK&L Gates offers our personnel a comprehensive suite of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time personnel include:
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
EQUAL EMPLOYMENT OPPORTUNITYThe Firm is an equal opportunity employer. It is the policy of the Firm that employment decisions shall be based on merit, qualifications and competence. Employment practices will not be influenced or affected by virtue of a person’s race (including traits associated with race, including hair texture and protective hairstyles such as afros, braids, locks, and twists), religion, creed, color, national origin, ancestry, citizenship, physical disability, mental disability, medical condition, genetic information, marital status, sex, pregnancy, childbirth, breastfeeding, gender, parental status, gender identity, gender expression, sexual orientation, age, familial status, domestic violence victim status, military and veteran status, or any other characteristic protected by applicable federal, state, or local law. This policy governs all aspects of employment including, without limitation, recruiting, hiring, compensation, benefits, promotion, assignment, and dismissal. In addition, it is the Firm’s policy to provide an environment that is free of prohibited harassment of any kind including, without limitation, that which is based on sex, race, age, disability, ethnic background, or any other category protected by law (including the categories listed above). The Firm complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, please contact .
Expected salary: $79000 - 132000 per year
Location: Boston, MA
Apply for the job now!
Apply Now