Securities Support Specialist - San Francisco - beBeeFundFormation

    beBeeFundFormation
    beBeeFundFormation San Francisco

    1 week ago

    Job title: Fund Formation Case Assistant

    Description

    Fund Formation Case Assistant

    The Fund Formation Case Assistant role provides critical support to attorneys and paralegals in emerging company and venture fund matters. The position requires organizational skills, attention to detail, and excellent written communication skills.

    • Maintains organizational documents and prepares partnership and limited liability company agreements.
    • Prepares side letters, transfer agreements, admission agreements, and other amendments.
    • Conducts investor suitability due diligence.
    • Assists with research of Federal and State securities regulations in connection with fund formations.

    • Preparing and filing requisite notices.
    • Due diligence review of documents and preparation of opinions and backup in connection with fund formation.
    • SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios.

    To be successful in this role, you should have the following qualifications:

    • A Bachelor's Degree and Paralegal Certificate.
    • Ability to work independently and as part of a team in a fast-paced environment.
    • Excellent written, communication, and proofreading skills with attention to detail.

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