Senior Investment Paralegal

We are seeking an experienced Senior Investment Paralegal to work primarily with the Firm's Pensions, Benefits & Investments Group. The Senior Investment Paralegal provides substantive support to attorneys in connection with private fund investments, co-investments, separate accounts and related investment matters for institutional investor clients, including public pension systems, retirement associations and other fiduciary investors. This role supports matters from initial diligence and subscription document review through closing and post-closing follow-up, with a particular emphasis on MFN elections, subscription agreements, AML/KYC documentation and closing coordination. The role requires strong organizational skills, excellent judgment, unyielding attention to detail and the ability to manage multiple active matters in a fast-paced, deadline-driven environment. This position can be located in Nossaman’s San Francisco, Los Angeles or Austin offices and reports to the Senior Practice Support Services Director.

The hourly range for the position of Senior Investment Paralegal at Nossaman is approximately $58.98 to $71.80 an hour. The successful candidate’s annual compensation for this position is reasonably expected to be set between $115,000 and $140,000 per year. However, actual compensation will depend on a variety of factors, including, without limitation, the candidate’s qualifications and experience.

Key Responsibilities

• Draft, revise and finalize subscription agreements, subscription booklets, investor questionnaires and related closing documents for private equity, venture capital, infrastructure, real estate, private credit and other investment funds
• Review comments from fund counsel, administrators and clients and update subscription packages accordingly
• Coordinate pre-closing, closing and post-closing activities, including preparing signature packets and DocuSign envelopes, reviewing executed documents, organizing final deliverables and transmitting documentation and instructions to fund counsel
• Assist with AML/KYC, investor onboarding and compliance documentation, including investor questionnaires, tax forms, CRS forms, placement agent forms and related diligence items
• Maintain trackers, checklists, calendars and status reports for multiple concurrent fund investments and closings
• Communicate directly with clients, fund counsel, fund administrators, transfer agents and service providers to gather information, resolve document issues and keep matters moving efficiently
• Organize and maintain transaction files, executed documents and closing records
• Provide backup coverage to other transactional practice groups on an as-needed basis to assist with general entity formation, dissolution and maintenance, as well as other general transactional tasks
• Collaborate and communicate with case teams and department management on deadlines, project challenges and overall project status
• Identify time-saving and cost-saving changes to existing workflows
• Provide recommendations to case teams for software and technology appropriate to each specific case
• Document project details in the applicable tracking systems
• Accurately and thoroughly track all time in appropriate time tracking systems and create accurate descriptions of the work performed for client bills
• Complete special projects as needed

Experience & Qualifications

• Bachelor's degree, or equivalent experience, is required
• Paralegal certificate required
• 5–8+ years of paralegal experience in transactional work, with half or more of that experience with private funds, investment management, public pensions, or related areas
• Experience with private fund subscriptions, investor-side fund closings, or fund formation/fund operations strongly preferred
• Strong familiarity with AML/KYC processes, subscription documentation, closing mechanics and document management
• Excellent organizational skills, attention to detail and ability to manage multiple time-sensitive matters simultaneously
• Strong written and verbal communication skills and the ability to work effectively with attorneys, clients and external counterparties
• Advanced proficiency with Microsoft Word, Excel, PDF tools and electronic signature/document management platforms
• Exceptional grammar, spelling and proofreading skills are a must
• Proven ability to meet strict deadlines under significant time constraints
• Must be able to work a flexible schedule with some overtime required

The successful candidate must be proactive, customer service oriented, energetic and reliable. As with all Firm positions, impeccable integrity, excellent judgment and sensitivity to others are essential. Enthusiasm, diverse interests and a good sense of humor are also useful and appreciated.

Nossaman is an equal opportunity employer and is committed to compliance with all applicable laws prohibiting employment discrimination. It is the Firm’s policy to take all employment actions and make all employment decisions without regard to race (including traits associated with race, such as hair texture and protective hairstyles), color, religion (including religious dress and grooming practices), religious creed, gender, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, national origin, ancestry, age, marital status or registered domestic partner status, citizenship status, physical or mental disability, medical condition, genetic information, reproductive health decision making, veteran or military status, or any other protected status under applicable law.

Nossaman LLP is a Fair Chance employer and will consider qualified applicants with arrest or conviction records for employment. Applicants will not be asked to provide information about any criminal history until a conditional offer of employment is extended. Employees at Nossaman have access to highly sensitive, confidential and valuable information of clients and others and certain criminal history may pose a significant risk to the Firm’s business operations and reputation.