Senior Paralegal / Paralegal Manager — Private Investments

We’re partnering with a highly regarded private equity and credit investment firm on a newly created Senior Paralegal / Paralegal Manager opportunity. The firm combines the resources and stability of an established investment business with a close-knit, collaborative Legal & Compliance team.

This is a broad, hands-on position spanning fund and transaction support, entity management, and compliance. You’ll work directly with senior attorneys and compliance leadership within an approximately five- to seven-person team, with additional support from outside counsel and a third-party compliance testing provider.

The emphasis is on owning substantive work and key processes rather than managing a large staff. It’s an opportunity for an experienced senior paralegal or current paralegal manager to stay close to investment activity, contribute their judgment, and have a meaningful voice in how work gets done.

Key Responsibilities

• Partner with attorneys on fund closings and investment structures, coordinating agreements, amendments, consents, and related documentation.
• Oversee entity management and corporate records, including formations, governance documentation, and ongoing maintenance.
• Manage side-letter and investor-obligation tracking in partnership with Legal, Compliance, Finance, and Investor Relations.
• Coordinate AML/KYC responses and recurring compliance workflows, working alongside internal colleagues and external providers.
• Serve as a key contact for outside counsel and internal stakeholders, while enhancing document management, tracking, and day-to-day workflows.

Qualifications

• Relevant paralegal experience, with experienced senior paralegals and managers bringing 10–15+ years encouraged to apply.
• Background in private equity, alternative investments, asset management, or financial services, either in-house or at a law firm supporting these clients.
• Substantive experience with fund or transaction documentation, entity management, and independently managing legal workstreams; investment compliance experience is a plus.
• Strong judgment, attention to detail, and communication skills, with experience improving processes and partnering with senior professionals.
• Paralegal certification is a plus.

Compensation, Benefits & Flexibility

• Competitive base salary based on experience, plus 30% target annual bonus and employer retirement contribution.
• 100% employer paid healthcare! Fully employer-paid medical and dental premiums for employees and eligible family members.
• Professional development support and the opportunity to deepen your responsibilities within an established investment firm.

Base Salary Compensation is very competitive – “Depends on Experience”