Financial Services Paralegal

Manhattan Permanent
  • Opportunity to join a growing firm in a fast paced/dynamic environment!
  • Opportunity to work for a premium company

About Our Client

Our client is a premium Asset Manager

Job Description

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.


  • Collect information necessary to form entities, draft and file required formation and governance documents and structure charts and maintain up-to-date records in an entity database
  • Assist with know your customer reviews and requests, including drafting and providing required certificates, charts and letters with respect to various funds and portfolio companies
  • Draft consents, resolutions and tend to various corporate housekeeping matters;
  • Provide significant support in connection with investment fund and transactional closings; including obtaining signatures from the appropriate parties and updating files and closing sets
  • Process and log correspondence, including service of process, and distribute to relevant contacts
  • Respond to document production requests from various teams and counterparties as well as requests for entity and officer/signatory information
  • Initiate new legal matters and review and process invoices using legal billing software

The Successful Applicant

  • 4 plus years of corporate experience with an understanding of investment fund and asset level and portfolio company structures
  • A bachelor's degree is required
  • Experience at a law firm or in-house corporate legal department is required, financial services experience is preferred
  • Each candidate must be able to prioritize and handle multiple projects simultaneously
  • Familiarity with computerized databases and on-line services
  • Excellent verbal, written, problem solving and organizational skills
  • Deadline and detail oriented
  • Ability to work independently and proactively as well as part of a team
  • A strong work ethic
  • Comprehensive knowledge of MS Office including Word, Excel, Outlook, Visio(required) and PowerPoint, Workshare and Adobe
  • Notary required
  • Hours 9am-6pm with the ability to do overtime as needed - 4 days in office and 1 day working remote

What's on Offer

Commensurate on experience

Samantha Barrett
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Job summary

Sub Sector
Paralegals / Legal Assistants - In House
Financial Services
Contract Type
Consultant name
Samantha Barrett
Job Reference