Fund Formation Paralegal

Taylor Root
San Francisco, CA

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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Posted 2025-09-10

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