29 funds paralegal jobs at 20 companies in United States

1mo
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Paralegal, Funds
San Francisco or New York or Hamilton or Sandy or Seattle
$65k-$95k/yr OnsiteFull Time
Carta
Carta: Software platform for cap table management and fund administration.
Undergraduate law degree preferred; organized, strong communicator, eager to learn; experience with LP transfer processes is a plus; able to manage competing deadlines and work with lawyers and senior paralegals.
1mo
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Paralegal - Investment Funds
New York City, New York, United States
$115k-$155k/yr OnsiteFull Time
Alston & Bird
Alston & Bird: International law firm providing comprehensive legal and advisory services.
7+ YOE7+ years transactional/securities paralegal experience including Blue-Sky, Form D, SEC and state regulator filings; strong organization, research, and proofreading skills; 4-year college degree required.
EDGAR Next, NASAA Electronic Filing Depository, CCH
2d
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Corporate Paralegal (Asset Management - Funds)
San Francisco or Los Angeles or Boston or Chicago or Dublin or Hong Kong or London or Milan or New York City or Paris or Seoul or Shanghai or San Jose or Singapore or Tokyo or Washington
$77k-$133k/yr HybridFull Time
Ropes & Gray
Ropes & Gray: A global law firm providing legal and advisory services.
3+ YOEBachelor's degree required; three years of corporate paralegal or comparable experience preferred. Requires strong communication, organization, confidentiality, judgment, technology skills, and willingness to travel.
spreadsheets, databases, artificial intelligence, AI, legal technology tools
1mo
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Corporate Paralegal
Dallas or New York or United States or United Kingdom or Canada
$82k-$104k/yr OnsiteFull Time
Welltower
WelltowerNew York Stock Exchange: WELL: Invests in and manages healthcare and senior housing real estate.
3+ YOE3+ years paralegal/legal assistant/compliance experience; knowledge of corporate governance, entity management, private funds/RIA compliance, KYC, document management; Associate's or Bachelor's in Legal Studies/Business or related; paralegal certification preferred.
2w
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Paralegal, Asset Management
New York, New York, United States
$73k-$99k/yr HybridFull Time
Macquarie
MacquarieASX: MQG: Global financial group providing investment, banking, and advisory services.
Bachelor's degree; paralegal experience or strong interest in investment management; knowledge of '40 Act funds, SEC EDGAR filings, board materials; proficiency with Microsoft Word, Microsoft Excel, and Adobe.
Microsoft Word, Microsoft Excel, Adobe, SEC EDGAR system
1mo
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Senior Paralegal Tech PIF
California or Los Angeles or San Francisco or Santa Monica or Orange County or San Diego or Boston or New York or Philadelphia
$94k-$170k/yr HybridFull Time
Goodwin Procter
Goodwin Procter: Legal services for innovators and investors in high-growth industries.
5+ YOEBA/BS degree, paralegal certification (required in CA; ABA-certified preferred elsewhere),5+ years private investment fund experience, proficiency with Microsoft Word and Excel, strong communication and fund-documentation skills.
Microsoft Word, Microsoft Excel
2w
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Paralegal, Asset Management
New York City, New York, United States
$73k-$99k/yr HybridFull Time
Macquarie Group
Macquarie GroupASX: MQG: Global provider of asset management, banking, and financial services.
Bachelor's degree, prior paralegal or investment management interest, familiarity with 40 Act funds, SEC filings, strong attention to detail, Word/Excel/Adobe proficiency, project management and communication skills.
Microsoft Word, Microsoft Excel, Adobe, SEC EDGAR
2mo
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Investment Management Paralegal
Boston, Massachusetts, United States
$70k-$105k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
5+ YOEBachelor's degree required; paralegal certification preferred; 5+ years corporate legal experience; strong organization, written/verbal communication, legal research proficiency, and ability to manage multiple fund-related projects.
Collaborati, EDGAR
2mo
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Paralegal - Board Relations
Pittsburgh or Warrendale
HybridFull Time
Federated Hermes
Federated HermesNYSE: FHI: Global investment management firm providing diversified financial strategies.
Bachelor's degree required (paralegal certificate a plus). Prior business experience, strong written/verbal communication, discretion, attention to detail, and ability to use AI tools responsibly. Proficiency with Windows, Microsoft Word, Excel, and Adobe; experience with securities/mutual funds and KYC support a plus.
AI tools, Windows, Microsoft Word, Microsoft Excel, Adobe
3d
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Corporate Paralegal - Fund Finance
Los Angeles or Dallas or Denver or Houston or New York City or Orange County or Palo Alto or San Francisco or Washington or Delaware or Cayman Islands or Luxembourg
OnsiteFull Time
Gibson Dunn
Gibson Dunn: A global law firm advising clients on significant transactions and disputes.
5+ YOE5+ years of relevant paralegal experience preferred, with secured lending or fund finance support. Requires strong UCC knowledge, analytical, organizational, communication, multitasking, and client-facing skills.
Harvey, iManage Closing Folders, DocuSign
1w
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Mutual Fund Paralegal
Nashville, Tennessee, United States
OnsiteFull Time
AllianceBernstein
AllianceBernsteinNYSE: AB: Provides investment management and research services for global investors.
3+ YOEAt least 3 years of paralegal experience in an in-house legal department or law firm. College degree preferred. Microsoft Office Suite experience and ability to learn databases quickly; mutual fund and Diligent Boards experience are advantageous.
Microsoft Office Suite, Diligent Boards
2mo
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Investment Management Paralegal
Boston, Massachusetts, United States
$70k-$105k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
5+ YOEParalegal with 5-7 years in corporate legal; manage fund launches, regulatory filings, document production; strong organization and communication; experience with SEC Form D, Blue Sky, UCC filings; degree in Paralegal Studies; certification preferred.
EDGAR, UCC filings, Form D, Blue Sky, Regulatory research tools
2mo
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Senior Estate Planning Paralegal
Winston-Salem, North Carolina, United States
$65k-$70k/yr OnsiteFull Time
Carolina Estate Planning
Carolina Estate Planning: A law firm providing estate planning and trust services focused on client-centered solutions.
3+ YOE3+ years estate planning paralegal experience, strong trust-funding and document-drafting skills, paralegal certificate or degree, working knowledge of North Carolina estate law, excellent attention to detail and client communication.
3w
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Paralegal, Office of the General Counsel Investments Group,
New York, New York, United States
$59k-$85k/yr HybridFull Time
New York Life Insurance
New York Life Insurance: Providing life insurance, annuities, and long-term investment solutions.
5+ YOEMinimum 5 years paralegal experience in mutual funds, Bachelor's preferred; strong writing, communication, project management, confidentiality, and Microsoft/DocuSign skills.
Microsoft Outlook, Microsoft Word, Adobe, Microsoft Excel, DocuSign, Diligent electronic Board books platform
2d
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Corporate Paralegal - Private Equity Fund Foundation
New York City, New York, United States
$47-$52/hr OnsiteFull Time
Weil, Gotshal & Manges
Weil, Gotshal & Manges: Global law firm providing legal services to corporate clients.
3+ YOEBachelor's degree required; 3+ years of corporate or private fund paralegal experience. Requires strong organization, attention to detail, communication, document drafting, and proficiency with Word, Excel, Outlook, and Adobe.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Adobe, DeskSite
1mo
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Paralegal - Trusts & Estates
St. Louis, Missouri, United States
$80k-$100k/yr HybridFull Time
UB Greensfelder
UB Greensfelder: Provides legal counsel and litigation services to business clients.
3+ YOE3+ years probate, trust and tax experience; knowledge of estate planning, trust funding, beneficiary forms; strong organization, communication, and ability to manage high-volume priorities; Microsoft Office and Adobe experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe
1mo
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Paralegal - Trusts & Estates
St Louis, Missouri, United States
$80k-$100k/yr HybridFull Time
UB Greensfelder
UB Greensfelder: Full-service law firm providing customized legal and business solutions.
3+ YOE3+ years probate/trust/tax experience; knowledge of estate planning and trust funding; experience preparing tax returns (1041, 1065, 706); strong communication, organization, and Microsoft Office/Adobe skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe
1mo
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Paralegal - Trusts & Estates
St. Louis, Missouri, United States
$80k-$100k/yr HybridFull Time
UB Greensfelder
UB Greensfelder: Providing tailored legal counsel and litigation services to businesses.
3+ YOE3+ years probate, trust and tax experience; knowledge of estate planning and trust funding; experience preparing tax returns (1041, 1065, 706); strong organization and communication; Microsoft Office and Adobe proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe
1w
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AO/Alternatives Paralegal
Nashville, Tennessee, United States
OnsiteFull Time
AllianceBernstein
AllianceBernsteinNYSE: AB: Global investment management firm providing research and financial services.
4+ YOERequires 4+ years in financial services, law firm, or in-house legal/compliance work; investment management and alternative funds knowledge preferred; entity/document management software experience and strong project organization skills.
Form D, Form PF, Form ADV
3w
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Paralegal, Office of the General Counsel Investments Group,
United States
$59k-$85k/yr HybridFull Time
New York Life
New York Life: Provides life insurance, retirement income, and investment solutions.
5+ YOE5+ years mutual fund paralegal experience; Bachelor's preferred; strong drafting, project management, confidentiality, and communication skills; proficiency with Microsoft Outlook, Word, Excel, Adobe, DocuSign; Diligent board books experience preferred.
Microsoft Outlook, Microsoft Word, Adobe, Microsoft Excel, DocuSign, Diligent electronic Board books platform