Remote Remote (Country) Employment $90,000 - $110,000

Allocate is hiring an Investment Funds Paralegal

About the Role

The Investment Funds Legal Assistant will provide essential support to the legal team, focusing on investment funds. This role involves a range of administrative and legal tasks to ensure smooth operations and compliance with regulations.

Responsibilities

  • Assist in the preparation and review of legal documents related to investment funds.
  • Coordinate with internal teams and external counsel on legal matters.
  • Maintain organized and up-to-date records of legal documents and correspondence.
  • Conduct legal research and provide summaries to the legal team.
  • Assist in the preparation of regulatory filings and compliance reports.
  • Manage the scheduling of meetings and deadlines related to legal matters.
  • Prepare and review contracts and agreements.
  • Assist in the due diligence process for investment funds.
  • Support the legal team in various projects and initiatives.
  • Ensure compliance with relevant laws and regulations.
  • Handle confidential information with discretion.
  • Provide administrative support to the legal team.
  • Assist in the preparation of legal opinions and memoranda.
  • Coordinate with other departments to ensure legal compliance.
  • Prepare and review investment fund agreements.
  • Assist in the negotiation of contracts and agreements.
  • Conduct due diligence on potential investments.
  • Prepare and review regulatory filings.
  • Assist in the preparation of legal opinions and memoranda.
  • Provide support in the preparation of legal documents.
  • Assist in the preparation of compliance reports.
  • Assist in the preparation of legal opinions and memoranda.
  • Provide support in the preparation of legal documents.

Nice to Have

  • Experience in the investment funds industry.
  • Familiarity with relevant legal software and databases.
  • Knowledge of investment fund regulations.
  • Experience in contract negotiation.
  • Proficiency in legal research methods.
  • Ability to prepare and review legal documents.
  • Experience in regulatory filings.
  • Familiarity with legal compliance procedures.
  • Ability to conduct due diligence on investments.

Compensation

Competitive salary

Work Arrangement

Full-time

Team

Collaborative legal team

Education

Bachelor's degree in Legal Studies, Paralegal Studies, or a related field.

Certifications

Certified Paralegal (CP) or similar certification preferred.

Technical Skills

  • Proficiency in Microsoft Office Suite.
  • Experience with legal software and databases.

Communication Skills

  • Excellent written and verbal communication skills.
  • Ability to communicate effectively with internal and external stakeholders.

Problem-Solving Skills

  • Strong problem-solving skills.
  • Ability to identify and resolve legal issues.

Attention to Detail

  • Attention to detail and accuracy in work.
  • Ability to review and prepare legal documents with precision.

Time Management

  • Excellent organizational and time-management skills.
  • Ability to manage multiple tasks and priorities.

Confidentiality

  • Ability to handle confidential information with discretion.
  • Understanding of the importance of confidentiality in legal matters.

Adaptability

  • Ability to adapt to changing priorities and tasks.
  • Flexibility in handling various legal and administrative tasks.

Teamwork

  • Ability to work independently and as part of a team.
  • Collaborative approach to legal and administrative tasks.

Not provided

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About company
Allocate
Allocate is the intelligent operating system for private market investing. We help wealth advisors, institutional investors, and fund managers access curated opportunities, launch private vehicles, and manage portfolios without operational drag. Built for today’s market complexity and tomorrow’s scale, Allocate replaces fragmented workflows with a single, purpose-built platform. If you are driven to solve foundational problems and modernize how capital moves, this is where your work will matter.
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Job Details
Department Legal
Category other
Posted a month ago