Fund Formation Case Assistant - San Francisco - SourcePro Search, LLC

    SourcePro Search, LLC
    SourcePro Search, LLC San Francisco

    1 week ago

    Description

    We are conducting a search for a Fund Formation Case Assistant with experience supporting emerging company and venture fund matters. The role requires billing a minimum of 1,600 hours annually.
    The ideal candidate will provide paralegal support to attorneys and paralegals and perform administrative duties as assigned.
    What You'll Do:

    • Assist with emerging company and venture fund work including:

    • Preparation and maintenance of organizational documents
    • Preparation of partnership and limited liability company agreements
    • Preparation of side letters, transfer agreements, admission agreements and other amendments
    • Conducting investor suitability due diligence

    • Assist with research of Federal and State securities regulations in connection with fund formations

    • Assist with the preparation and filing of requisite notices

    • Assist with due diligence review of documents and with the preparation of opinions and backup in connection with fund formation

    • Assist with SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios

    • Bill a minimum of 1600 hours annually

    • Turn in time sheets, e-timelogs and fulfill other administrative duties in a timely fashion

    • All other duties as assigned or required
    What You'll Bring:

    • Bachelor's Degree

    • Paralegal Certificate

    • Available to work overtime, as required

    • After orientation, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications

    • Ability to work independently and as part of a team in a fast-paced environment for multiple supervisors, meet deadlines and maintain flexibility with work assignments (including changes in attorney/paralegal assignments) and work schedules

    • Ability to organize and prioritize work assignments as well as delegate tasks to service departments when necessary

    • Possess excellent written, communication and proofreading skills with attention to detail

    • Ability to work well with others, including clients

    • Ability to work well under pressure

    • Must demonstrate initiative, diplomacy and tact

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