Investment Funds Paralegal
Tripoint Search
New York · Posted October 18, 2026
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About the job
Job # LOCATION: New York, NY BENEFITS: Competitive base salary commensurate with experience, comprehensive medical, dental, and vision insurance, retirement savings program, paid time off, wellness initiatives, professional development opportunities, commuter benefits, and a competitive employee benefits package. THE ORGANIZATION: Elite International Law Firm KEY RESPONSIBILITIES: Provide paralegal support to attorneys handling private investment fund formation, investment management, and related transactional matters. Assist with all phases of transactions, including document preparation, closing coordination, post-closing deliverables, and maintenance of transaction records. Prepare, organize, review, and maintain investor onboarding documentation, subscription materials, closing binders, and related records. Coordinate regulatory filings and assist with the preparation and submission of federal and state compliance documents required for investment vehicles. Prepare organizational, tax, securities, and governance documentation for newly formed investment entities. Track transaction timelines, deliverables, investor information, and key milestones using spreadsheets and reporting tools. Maintain calendars for transaction deadlines, filing requirements, and client deliverables across multiple active matters. Draft, proofread, format, and organize legal documents, correspondence, exhibits, and supporting materials. Coordinate execution of signature packages and manage electronic and physical transaction files throughout the life cycle of each matter. Maintain document management systems and ensure accurate filing and organization of confidential legal records. Assist attorneys with administrative and project management responsibilities necessary to support active client engagements. Collaborate with attorneys, paralegals, and business professionals to facilitate efficient workflow and timely completion of client matters. Support process improvement initiatives designed to enhance operational efficiency and document management practices. Manage multiple assignments simultaneously while maintaining exceptional attention to detail in a fast-paced environment. Perform additional duties and special projects as assigned. REQUIREMENTS: Bachelor’s degree or equivalent combination of education and relevant experience. Minimum of three years of paralegal experience supporting complex corporate or transactional legal matters within a law firm or professional services environment. Experience supporting private investment funds, asset management, corporate transactions, or other sophisticated financial transactions preferred. Working knowledge of regulatory filing processes and corporate formation documentation is highly desirable. Strong proficiency with Microsoft Office applications, particularly Word, Excel, and Outlook. Experience utilizing document management systems and electronic filing platforms. Exceptional organizational skills with the ability to manage multiple priorities and strict deadlines. Strong analytical and problem-solving abilities with excellent attention to detail. Excellent written and verbal communication skills with the ability to interact professionally with attorneys, clients, and business professionals. Ability to work independently while contributing effectively within a collaborative team environment. Demonstrated professionalism, sound judgment, and the ability to maintain strict confidentiality. Ability to adapt to changing priorities and support high-volume transactional practices. Willingness to work additional hours when business needs require. Commitment to delivering outstanding client service and maintaining high-quality work product.