Job Description

About the Company

Mission driven registered investment advisor based in San Francisco is looking to add a new member to their established legal team - this will be a highly respected member of the firm who will work alongside all members of this boutique investment firm.

About the Role

The Paralegal will be a vital partner to the General Counsel and Associate General Counsel, managing legal documents, contracts, corporate governance records, and compliance support functions. You will ensure the smooth and organized execution of legal processes across investment transactions, contracts, and regulatory compliance. As the Paralegal, you will work closely with the legal team, investment team and other departments within the firm and will be expected to communicate regularly with internal and external stakeholders. The ideal candidate will be a proactive and detail-oriented professional with strong organizational skills, a collaborative mindset, and the ability to manage multiple ongoing processes and projects with accuracy and efficiency in a fast-paced investment environment. Firm seeks candidates who demonstrate a genuine commitment to firm’s mission of strengthening social, ecological, and financial systems, whether through professional experience, academic focus, or personal values.

Responsibilities

• Legal Document Management: Coordinate the preparation, review, execution, and tracking of legal documents related to investment transactions, acquisitions, dispositions, and financings, ensuring all files are maintained in organized digital and physical repositories.
• Transaction Support: Assist with legal checklist management for all investment transactions. Coordinate UCC/lien/judgement searches and other due diligence activities for real property.
• Contract Administration: Draft, redline, and manage contracts, including NDAs, Purchase & Sale Agreements (PSAs), consulting agreements, and vendor contracts, while ensuring proper internal reviews and approvals.
• Governance and Entity Management: Maintain corporate governance records for investment and other entities, including signature blocks, EINs, wire instructions, and corporate documents.
• Compliance Support: Assist with maintaining the firm’s compliance program, including preparing materials for audits and regulatory reviews, maintaining the compliance calendar, monitoring employee compliance onboarding, reporting ongoing compliance with the Code of Ethics using a compliance software tool such as ComplySci or similar employee compliance system.
• Legal Workflow Tracking: Oversee legal and compliance team workflow, track all incoming and outgoing matters, and maintain and update the internal workflow tools to ensure timely progress and clear communication across teams.
• Invoice Coordination: Manage legal invoices, ensuring proper internal routing and review, and facilitate payment according to firm processes.
• Stakeholder Communication and Coordination: Serve as a central legal point of contact, ensuring timely and accurate transmission of documents and communications to firm leadership and external clients, counsel, and counterparties.
• Internal Policy Management: Maintain and update the firm’s internal legal and compliance policy databases, ensuring employees have access to current versions of approved templates and policies.

Qualifications

• Minimum 5-7 years of experience as a Paralegal and/or Contracts Manager, ideally within a registered investment adviser, private equity firm, family office, or real estate investment environment.
• Bachelor’s Degree

Required Skills

• Strong familiarity with real estate transactions and associated documentation.
• Demonstrated ability to draft, review, redline, and manage contracts and legal documents with precision and attention to detail.
• Experience with corporate governance documents, entity management, and investment documentation processes.
• Strong process and project management and organizational skills, with the ability to track multiple ongoing matters and prioritize effectively.
• Excellent written and verbal communication skills, with an ability to communicate effectively across internal teams, leadership, external counsel, and clients.
• Experience working with title reports, due diligence processes, and vendors such as CSC or CT Corp is a plus.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint), DocuSign, and SharePoint.
• Ability to build trust with internal teams and external clients, serving as a reliable and professional point of contact.
• Demonstrated discretion and confidentiality when handling sensitive legal and business matters.
• Experience or familiarity with compliance programs for SEC-registered investment advisers and compliance software tools preferred.

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