Paralegal – PE/VC
| Company | StepStone Group |
|---|---|
| Location | Charlotte, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- Undergraduate university degree is required
- 2+ years’ of relevant experience, preferably with some portion as a paralegal and/or legal trainee and/or funds operational in a law firm or asset management firm
- Experience with private markets (private equity, venture capital, real estate, infrastructure, private credit or hedge funds) a plus
Responsibilities
- Assist the Legal team in all phases of fund formation and investment transactions from inception to closing, including coordination of communications within and outside the firm, document preparation, entity formation, closing mechanics and post-closing administration
- Organize and appropriately handle/file legal documents and sensitive, confidential information and ensure action/attention required is addressed
- Organize and maintain legal documents and other corporate records
- Complete and review AML/KYC profiles for firm-sponsored funds and firm clients/investors, including in connection with online subscription platforms
- Lead the process of completing subscription and related documents for private markets fund investments, co-investments, direct investments and secondary investments, including all related KYC and AML requests from counterparties; manage all communication between StepStone and the relevant counterparties
- Review and negotiate confidentiality agreements and non-reliance letters
- Review and complete documentation for transfers in firm-sponsored funds as well as investment transfers for warehousing or rebalancing purposes
- Gather data and compile various reports for legal team
- Partner with attorneys with respect to invoice management and other legal operations matters
- Work on special projects from time to time as appropriate and subject to availability (e.g. process efficiencies)
Preferred Qualifications
- Possess excellent communication skills, both verbally and in written form; proficiency in the use of electronic document databases and filing systems software and other office equipment is required
- Utilize effective time management skills to maintain a commitment to quality and high attention to detail; ensure that all work is completed accurately and on time
- Highly organized individual who is detail-oriented, logical, able to multi-task and committed to meeting deadlines with limited supervision
- Strong process improvement orientation; project management skill sets
- High level reasoning and ability to make common sense decisions tempered by knowledge, often under difficult time constraints
- Foster a sense of teamwork, assisting others when needed/required; work collaboratively with paralegals/attorneys supporting other asset classes to share best practices
- Flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate
- Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of StepStone
- Focus on specific goals and demonstrate a sense of personal growth, accountability and urgency for achieving results