Financial Consultant at Manulife guiding clients in their investment and retirement planning. Engaging with group retirement plan members and helping them with their investment options and solutions.
About the role
- Senior Paralegal supporting attorneys with complex fund transactions and regulatory compliance at Goodwin. Collaborating with a global team in the private investment sector.
Responsibilities
- Prepares and reviews fund formation documents, including limited partnership agreements, operating agreements, subscription documents, and side letters
- Coordinates and manages investor onboarding processes, including KYC/AML compliance and subscription tracking
- Assists with regulatory filings, including Form D, Form ADV, and other SEC and state filings
- Maintains fund and entity records, including organizational charts and minute books
- Coordinates closings and capital calls, including preparation of closing binders and investor communications
- Conducts research on securities laws, investment adviser regulations, and fund-related compliance matters
- Interfaces directly with clients, fund administrators, and service providers to ensure seamless execution of fund-related transactions
- Develops and implements best practices for fund documentation, investor communications, and compliance workflows
Requirements
- BA/BS degree
- For applicants in California Paralegal Certification in compliance with California Business and Professions Code Section 6450 required in California
- Outside California, Paralegal Certification from ABA accredited institution preferred
- 5+ years of experience in private investment funds or related legal practice
- Expertise in fund administration platforms
- Advanced proficiency with Microsoft Word and Excel; experience with document automation tools preferred
- Strong organizational as well as verbal and written communication skills
- High level of attention to detail
- Capable of handling multiple responsibilities at the same time
- Adept at planning ahead and meeting deadlines
- Ability to work well in a team-oriented environment
- Deep understanding of private investment fund structures, investor onboarding, and regulatory frameworks
- Ability to independently manage complex fund transactions and investor communications
- Demonstrated ability to apply prior knowledge to new fund structures and client needs
- Strong client service orientation with an understanding of fund sponsor and investor priorities
- Proactive in staying informed of changes in fund-related regulations and market practices
- Skilled in managing multiple priorities and deadlines in a fast-paced environment
- Familiar with technical tools, software and programs associated with the function
Benefits
- Health, dental, and vision insurance
- Life and disability insurance
- Retirement & Savings Plan
- Emergency back-up child and adult care
- Paid vacation, sick time off, and holidays
- Professional development and career advancement opportunities
- Employee recognition and reward programs
- Employee wellness and assistance programs
- Employee discounts and perks
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