Jobs
>
New York City

    Paralegal - New York, United States - Opto

    Opto
    Opto New York, United States

    2 weeks ago

    Default job background
    Description
    Company Overview


    We are on a mission to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health.

    Our platform empowers financial advisors to learn about, build personalized strategies around, and invest in (previously inaccessible) private investments to help them grow their businesses and improve the outcomes of their clients.


    The market for private investments is expected to grow by $2 trillion in the next decade, but remains largely inaccessible to the majority of non-institutional investors.

    Our platform provides exclusive educational content, personalized guidance, bespoke investment options, and a streamlined investment process to help make these investments more accessible than ever before.

    About the Role


    Opto Investments is seeking an experienced paralegal/legal operations professional to principally work on private fund formation and document management, and to generally support the legal and compliance team in its broad array of responsibilities.

    The ideal candidate will have experience in a law firm or financial services firm, focusing on private fund formation and/or familiarity with registered investment advisors, broker-dealers and fund managers, as well as substantive contract management experience, and exceptional project management and organizational skills.

    You will work closely with the General Counsel and rest of the Legal team as well as stakeholders throughout the company.


    Your day-to-day will include:

    • Working directly with lawyers to draft, finalize and maintain private fund offering materials, disclosures, partnership agreements and other private fund legal documentation.
    • Assisting with coordination of other fund-related communications and activities.
    • Overseeing the full contract management process from initiation to completion and organization, in conjunction with internal and external stakeholders.
    • Project managing multiple complex assignments and regulatory initiatives across multiple stakeholders from start to finish.
    • Performing a variety of legal research and due diligence review and analysis regarding securities laws, rules and regulations and other issues related to the company's business.
    • Providing general assistance to the legal team on legal and compliance projects including:
    • Managing DocuSign process for legal contracts (NDAs, vendor contracts, partner contracts, etc.)
    • Coordinating and overseeing contract intake process
    • Coordinating contract and legal department document management
    • Assisting with administration of other legal team function
    • Assisting with compliance oversight
    • Assisting with general corporate filings and HR matters
    • Vendor procurement, management and oversight.
    • General administrative and operational support
    • Acting as liaison between company, attorneys, outside counsel, vendors and other internal and external parties.
    • Assembling, proofing and editing drafts of contracts and other legal documents.
    • Preparing and filing legal documents with appropriate entities, as required.
    • Conducting research on projects as directed by in-house attorneys.
    • Helping review and ensure the company's compliance with applicable regulations.
    • Possibly assisting with intellectual property-related matters.
    About You

    Required Skills


    • Familiarity with private fund offering documents and structures
    • Experience working with financial services compliance team
    • Strong contract management and project management skills
    • Strong people skills and ability to work with different stakeholders and teams
    • Experience identifying, recommending and implementing process improvements
    • Excellent communication, analytical, and problem-solving skills, with a detail-oriented approach and the ability to manage multiple tasks and priorities simultaneously while working independently and collaboratively with other members of the legal and compliance team.
    • Ability to manage a high volume of work in a fast-paced, ever-changing environment
    Bonus Skills


    • Experience with SEC-registered investment advisor and/or broker-dealer
    • Experience working in a startup environment
    • Specialized experience with alternative investments
    Background


    • Bachelor's degree or equivalent experience
    • 5+ years in paralegal, legal operations or equivalent role, with 3+ years of experience specifically in financial services
    • Paralegal and/or legal operations specialist with financial services experience and meaningful fund formation proficiency
    Compensation and Benefits

    Opto Investments has a high bar for talent, and we are committed to building the best teams possible.

    Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.

    The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $110,000-$140,000 dependent on skills, experience and expected contribution.

    All full time employees at Opto Investments enjoy:

    • Significant equity
    • Health, dental, and vision
    • Retirement savings plan (401k)
    • Learning, Fitness & WFH stipends
    • Paid Holidays, Including closing the week in between December 25th and January 1st
  • InstantServe LLC.

    Paralegal

    2 weeks ago

    InstantServe LLC. New York, United States

    Position Title: Paralegal · Location: New York, NY 10004 · Duration: 24 Months · Work Schedule: M-F; 9am-5pm · Responsibilities for this position include, but are not limited to: · - Reviews division policies and procedures and monitors implementation · - Responds to questions co ...

  • David Yurman

    Paralegal

    3 weeks ago

    David Yurman New York, United States

    About Us · David Yurman is a celebrated American jewelry company founded in New York by David Yurman, a sculptor, and his wife, Sybil, a painter and ceramicist. When the artists began collaborating, their goal was simply to make beautiful objects to wear. Led today by their son E ...

  • Ultimate Outsourcing

    Paralegal

    3 weeks ago

    Ultimate Outsourcing New York, United States

    Job Summary: · **Responsibilities**: · - Conduct legal research using resources such as Lexis-Nexis and Westlaw · - Assist attorneys in preparing legal documents, including contracts and pleadings · - Interview clients and witnesses to gather relevant information · - Organize and ...

  • Simpson Judge

    Paralegal

    3 weeks ago

    Simpson Judge New York, United States

    **Job** **Title**: Paralegal - Real Estate · **Location**: New York, NY · Join a dynamic legal team dedicated to excellence in real estate law My client are a prestigious law firm based in the heart of New York City, renowned for their expertise in real estate transactions & liti ...

  • Weisfuse & Weisfuse, LLP

    Paralegal

    3 weeks ago

    Weisfuse & Weisfuse, LLP New York, United States

    Looking for a paralegal for September 11th Victim Compensation Fund claims. Needs to be careful and precise with good computer skills, people skills, and writing skills. Bilingual is a plus. · Pay: $50, $90,000.00 per year · **Benefits**: · - Health insurance · Schedule: · - 8 ho ...

  • Weisfuse & Weisfuse, LLP

    Paralegal

    3 weeks ago

    Weisfuse & Weisfuse, LLP New York, United States

    Looking for a paralegal for September 11th Victim Compensation Fund claims. Needs to be careful and precise with good computer skills, people skills, and writing skills. Bilingual is a plus. · Pay: $45, $55,000.00 per year · **Benefits**: · - Health insurance · Schedule: · - 8 ho ...

  • Kaufman Dolowich LLP

    Paralegal

    2 weeks ago

    Kaufman Dolowich LLP New York, United States

    Overview: · **Responsibilities and Duties**: · - Works with attorneys to develop legal arguments, motions and other case filings. · - Utilizes existing files and a variety of other research resources to develop information for pending cases. · - Drafts discovery demands and respo ...

  • Kaufman Dolowich LLP

    Paralegal

    3 weeks ago

    Kaufman Dolowich LLP New York, United States

    Overview: · **Responsibilities and Duties**: · - Works with attorneys to develop legal arguments, motions and other case filings. · - Utilizes existing files and a variety of other research resources to develop information for pending cases. · - Drafts discovery demands and respo ...

  • Intilify INC

    Paralegal

    6 days ago

    Intilify INC Manhattan, United States

    Position: Paralegals and Legal Assistants · Location: New York, NY 10004 · Duration: 12+ months contract with possibility of extension · Pay Rate: $30-40 · Job Requirement: · - 5+ years of experience as a Paralegal. · - Must have Paralegal certification. · **Job Type**: Contract ...

  • Ashurst LLP

    Paralegal

    2 weeks ago

    Ashurst LLP New York, United States

    **About Ashurst**: · Ashurst is a leading progressive global law firm with a rich history spanning more than 200 years. We are proud of our history and are future-focused, having expanded into new technologies through our NewLaw division, Ashurst Advance, and our consulting arm. ...

  • Hawkins Delafield & Wood LLP

    Paralegal

    1 week ago

    Hawkins Delafield & Wood LLP New York, United States

    Paralegal - Housing · Hawkins Delafield & Wood LLP is a law firm offering governmental agencies, private entities and financial institutions exceptional legal service and sophisticated counsel in public finance and infrastructure transactions. · We are seeking a Paralegal to supp ...

  • Cardiovascular Research Foundation

    Paralegal

    3 weeks ago

    Cardiovascular Research Foundation New York, United States

    **SUMMARY** · Under direction from the department attorneys, this position is responsible for researching legal issues, investigating facts, and preparing documents. · **ESSENTIAL DUTIES AND RESPONSIBILITIES** · - Prepares legal documents for review, approval, and use by departme ...

  • Intilify INC

    Paralegal

    1 week ago

    Intilify INC New York, United States

    Position: Paralegals and Legal Assistants · Location: New York, NY 10005 · Duration: 6+ months contract with possibility of extension · Pay rate: $30-40 · **Job Description**: · - Experience working in a law firm or a government agency or office setting · - Experience reviewing l ...

  • Cayuse Shared Services

    Paralegal

    6 days ago

    Cayuse Shared Services New York, United States

    Overview: · Job Title - Paralegal (Hybrid) · Start Date - 8/10/24 · End Date - 8/9/25 · Pay Rate - $85-$100 per hour as an Independent Contractor · Location - NYS Department of Financial Services One State Street, New York, NY % Remote · **Responsibilities**: · Essential Function ...

  • New York County Defender Services

    Paralegal

    4 days ago

    New York County Defender Services New York, United States

    **Responsibilities**:Responsibilities include, but are not limited to: · - Assisting in client interviews, including incarcerated clients. · - Assisting attorneys in jury selection during trials. · - Filing papers, motions and other court filings. · - Organizing and digesting dis ...

  • Staff Today Inc

    Paralegal

    1 week ago

    Staff Today Inc New York, United States

    Health Advocates Network is currently seeking a **Paralegal** to work at a facility in **New York, NY.** **These are _registry_ positions with our company. · **Pay Rate**:$28 / hour · **Shift details**: · - 40 hrs per week · **Qualifications**: · - Experience working in a law fir ...

  • New York County Defender Services

    Paralegal

    6 days ago

    New York County Defender Services New York, United States

    **Job Overview**:Paralegals are responsible for assisting NYCDS attorneys in all aspects of their legal representation of clients to aid in achieving the best possible outcomes on their cases. This is a **two-year position only (9/3/24 to 7/31/26)**; ideal for recent college grad ...

  • Abrams, Gorelick, Freidman & Jacobson, LLP

    Paralegal

    1 week ago

    Abrams, Gorelick, Freidman & Jacobson, LLP New York, United States

    Abrams, Gorelick, Friedman & Jacobson, LLP was founded in 1968 and serves as counsel to insurance companies, third-party administrators, risk managers, adjusters and self-insured businesses. In addition to its trails and appellate practice, the firm represents the risk and insura ...

  • Kimmel, Carter, Roman, Peltz, & O'Neill, P.A.

    Paralegal

    2 weeks ago

    Kimmel, Carter, Roman, Peltz, & O'Neill, P.A. Newark, United States

    **About Us**: · Kimmel Carter is the largest law firm in the State of Delaware to exclusively handle personal injury and workers' compensation claims. Since 1972, we've been dedicated to fighting for our clients' rights. Our sole commitment is to helping car and work accident vic ...

  • Staff Today Inc

    Paralegal

    1 day ago

    Staff Today Inc New York, United States

    Health Advocates Network is currently seeking a **Paralegal** to work at a facility in **New York, New York.** **These are _registry_ positions with our company. · **Pay Rate**:$25 / hour · **Shift details**: · - 37.5 hours per week · **Duties**: · - Provide extensive assistance ...