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Fractional Paralegal (Advisor Network)

8 hours, 53 minutes ago
Anywhere
Contract
Senior
Paralegal
Legal
Apply Now
Arootah

Arootah

Arootah is a premier advisory and coaching firm empowering finance executives to unlock peak performance and offering elite services for alternative investment funds, business development, and wellness modalities in NYC.

Professional Services
11-50
View All Jobs 24

Description

  • Support fund formation documentation, including LPAs, PPMs, subscription agreements, side letters, LLC agreements, and offering materials.
  • Manage investor onboarding, KYC/AML documentation, subscription agreement review, accredited-investor verification, and investor records.
  • Prepare and coordinate regulatory filings, including Form ADV, Form PF, Form D, Form 13F, and state notice filings.
  • Maintain compliance calendars and track regulatory filing deadlines.
  • Manage corporate governance records, board materials, entity registrations, annual filings, minute books, and resolutions.
  • Assist with reviewing, organizing, and tracking vendor, NDA, employment, consulting, and other legal agreements.
  • Conduct legal research and due diligence on securities laws, regulations, case law, and industry practices.
  • Coordinate with outside counsel on communications, document requests, billing review, and legal deliverables.
  • Support regulatory examinations and audits, including document productions and responses to SEC, FINRA, and state regulators.
  • Maintain legal databases and document-management systems, including version control and retention protocols.

Requirements

  • Bachelor’s degree in Communications, Marketing, Finance, Business Administration, or a related field.
  • At least 5 years of experience in a similar role within an alternative investment firm or family office.
  • Experience supporting sophisticated institutional clients.
  • Demonstrated analytical and quantitative skills.
  • Strong written and verbal communication skills.
  • Strong interpersonal, customer service, and collaboration skills across seniority levels.
  • Self-starter with strong project-management and follow-through skills.
  • Highly organized and detail-oriented.
  • Education and experience demonstrating the ability to perform a broad range of paralegal responsibilities.

Benefits

  • Project-based engagements that can fit around existing commitments.
  • Opportunities to support hedge funds, private equity firms, and family offices.
  • Arootah handles client origination and engagement management, allowing advisors to focus on delivery.

Interested in this position?

Apply directly on the company website

Apply Now

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