- Prepare and maintain capitalization tables, and assist with equity issuances, option grants, and incentive equity plans
- Support venture capital financings, mergers & acquisitions, and other strategic transactions
- Assist with entity formations, reorganizations, and ongoing corporate governance matters
- Prepare and manage closing sets, signature pages, and post-closing deliverables
- Draft and file SEC forms, Blue Sky filings, and related securities notices
- Maintain corporate records, minute books, and electronic data rooms
- Conduct due diligence and support attorney review of transactional materials
- Work closely with attorneys and internal teams to ensure accuracy, compliance, and efficiency across transactions
- 3–5 years of direct experience as a Corporate / Securities Paralegal (law firm experience strongly preferred)
- Hands-on experience with:
- Corporate transactions (M&A, venture financings, company formations)
- Securities filings and Blue Sky compliance
- Cap table management software (Carta, Pulley, or similar)
- Strong understanding of corporate governance, capitalization fundamentals, and transaction workflows
- Advanced proficiency in Microsoft Excel (sorting, filtering, formulas, analysis)
- Experience with DocuSign and Microsoft Office (Word, Excel, Outlook)
- Exceptional organization, attention to detail, and time-management skills
- High degree of professional judgment, discretion, and integrity
- Ability to manage multiple priorities in a deadline-driven environment
- Bachelor's degree required (Business, Finance, Accounting, or related field preferred)
- ECA designation or CEP certification is a plus
- Flexibility to work overtime as needed to support transaction timelines
- Work on high-profile, market-moving transactions
- Support innovative startups and established public companies
- Join a collaborative, high-caliber legal team
- Gain exposure to complex securities and transactional matters
- Clear runway for professional growth and skill development
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Position: · Corporate Paralegal, Securities · Location: · Palo Alto, CA · Onsite Logistics: · 2/3 Days Onsite (HYBRID) · Hours: · 930am – 530pm (35-Hour work week) · Salary: · $170,000 - $200,000 with additional OT and Annual Bonus · A highly respected AmLaw-caliber law firm is s ...
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Position: Corporate Paralegal, Securities · Location: Palo Alto, CA · Onsite Logistics: 2/3 Days Onsite (HYBRID) · Hours: 930am – 530pm (35-Hour work week) · Salary: $170,000 - $200,000 with additional OT and Annual Bonus · A highly respected AmLaw-caliber law firm is seeking a C ...
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Securities Paralegal - Palo Alto - Plona Partners
Description
Position: Corporate Paralegal, Securities
Location: Palo Alto, CA
Onsite Logistics: 2/3 Days Onsite (HYBRID)
Hours: 930am – 530pm (35-Hour work week)
Salary: $170,000 - $200,000 with additional OT and Annual Bonus
A highly respected AmLaw-caliber law firm is seeking a Corporate & Securities Paralegal (3–5 years) to join its Corporate & Securities practice in San Francisco. This is a front-line transactional role supporting sophisticated corporate matters for high-growth private companies, venture-backed startups, and public company clients.
This position offers meaningful responsibility, direct attorney interaction, and exposure to M&A, venture financings, IPO-adjacent work, and complex securities compliance—ideal for a paralegal looking to deepen their transactional skill set in a fast-paced, high-performance environment.
You will play a critical role in supporting attorneys through all phases of corporate and securities transactions, including:
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