Fund Formation Paralegal
Fund Formation Paralegal – Private Investment Firm
A growing private investment firm is seeking a junior Fund Formation Paralegal to join its legal team in San Francisco, CA (hybrid schedule – 3 days onsite). This role supports legal and compliance functions across multiple investment vehicles and offers exposure to fund formation, regulatory filings, and asset management.
Key Responsibilities:
- Prepare and file regulatory documents (e.g., Form D, Blue Sky, I-956G).
- Maintain corporate compliance and track regulatory deadlines.
- Support due diligence efforts including document collection, review, and title/lien searches.
- Assist with fund formation and investor documentation.
- Provide compliance support to investor relations and manage annual reports.
- Monitor loan and fund activity, including closings, repayments, and covenant compliance.
Qualifications:
- Bachelor’s degree or relevant 2-year degree; paralegal certificate preferred.
- 2+ years of legal or compliance experience in law, finance, or real estate.
- Strong communication, organizational, and time-management skills.
- Proficiency in MS Office; familiarity with legal terminology required.
Compensation:
- Salary range: $110,000 – $135,000
- Full-time position with excellent growth potential.
The SR Group (US), Inc. is acting as an Employment Agency in relation to this vacancy.
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