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Investment Paralegal

Legal.io
Posted Sep 16
Full Time
HybridPalo Alto, California

About the job

Legal.io is working with a renowned civic and social organization focused in impact investing, philanthropy, and advocacy, that is seeking an experienced investment paralegal to assist its legal department.

This is a permanent, direct-hire role. Candidates should be able to work from the organization's Palo Alto offices at least 3-4 times per week.

What You’ll Do:

  • Provide reliable paralegal support on a broad range of investment matters.
  • Manage multiple venture financing and other investment matters alongside one another in a highly detail-oriented fashion.
  • Provide expert assistance in stock administration matters and maintenance of capitalization ownership records in portfolio management platforms (e.g., Aumni, ilevel, Addepar).
  • Assist with subscription agreement and side letter matters.
  • Support backend investment closing process, including preparation of signature packets, collection of signatures, and preparation of closing wire information.
  • Provide support related to general corporate records, handle company formations and corporate and securities filings as necessary.
  • Handle confidential information sensitively, with a commitment to professionalism and collegiality.
  • Maintain legal records utilizing various tools, such as Google Drive, Box, Carta, Aumni, Ironclad, Asana, and other third-party platforms.
  • Seek to improve our team’s processes and interactions to increase efficiency and ensure the highest quality of work product.

Required Qualifications:

  • 5-7 years of direct work experience at a law firm and/or in-house legal department (ideally, a combination of both).In-house experience and demonstrable ability to handle a wide range of commercial and corporate legal matters
  • Evidence of prior commitment to relevant social and civic causes

Role Details:

  • Direct-hire/permanent
  • Hours: 40hrs/week
  • Start Date: September 2022
  • Benefits: medical, dental, vision, etc. 401K matching, PTO
  • Location: Hybrid/Palo Alto, CA

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Legal.io is committed to the principle of equal opportunity. All employment decisions are made without regard to race, color, gender, gender identity, gender expression, sexual orientation, religion (including religious dress and grooming practices), creed, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), marital status, age, national origin, ancestry, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, military and veteran status or any other basis protected by the laws or regulations in the locations where we operate.

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