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Alternative Investments Legal Assistant

  • Legal
  • New York, NY, USA

Overview:
A professional services firm is seeking a Legal Assistant to support attorneys in its Alternative Investments practice. This role involves coordinating legal assistant assignments, mentoring team members, managing deal-related documentation, and ensuring compliance with regulatory and firm policies. The position requires in-office presence four days per week.

Responsibilities:

  • Coordinate workflow and assignments for legal assistants within the practice.
  • Mentor and provide guidance to new legal assistants.
  • Advise associates on best practices and firm policies.
  • Conduct research, compile reports, and maintain working group lists.
  • Organize due diligence materials and update deal closing checklists.
  • Develop and manage tracking systems for transaction deliverables and timelines.
  • Prepare and distribute signature packets to deal participants.
  • Draft form documents, client correspondence, and letters to other counsel.
  • Prepare Uniform Commercial Code (UCC) filings, order lien searches, and stay updated on Article 9 regulations.
  • Assist with the formation of corporations and LLCs, including drafting formation documents, managing filing requirements, and overseeing maintenance obligations.
  • Prepare responses to auditor requests and maintain case contact information.
  • Notarize documents and assist with authentication and consularization processes.
  • Review and proofread legal documents for grammar, punctuation, definitions, and references.
  • Support the EDGAR filing process.
  • Assist with closings, draft and review closing checklists, and prepare closing binders in both digital and physical formats.
  • Organize and manage deal documentation within internal databases.
  • Perform other tasks as assigned.

Qualifications:

  • Bachelor’s degree required.
  • At least 2 years of CLO experience or 4 years of asset-backed securitization experience.
  • Strong client service orientation and communication skills.
  • Ability to manage multiple projects simultaneously with minimal supervision.
  • Strong organizational and prioritization skills.
  • Ability to meet deadlines and perform well under pressure.
  • High attention to detail, with strong grammar and proofreading skills.
  • Critical thinking and sound judgment.
  • Effective team player with a proactive mindset.
  • Flexibility to work overtime, including evenings and weekends, as needed.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat.
  • Must obtain a notary public certification within six months of employment.
  • Reliable availability during scheduled workdays and hours.

Compensation:
The anticipated base salary range is $60,000 to $90,000, depending on experience, qualifications, and firm needs.