Fund Formations & Investment Management Paralegal

Foley & Lardner LLP is a great place to work because of what we do and how we do it. Here, your unique perspectives, experiences, and abilities will be embraced and developed, so you can excel. Being a part of Foley means having the opportunities and resources necessary to gain experience, advance professional goals, and forge meaningful connections. It’s a place where you can build your career and enjoy professionally satisfying work. We have over 2,300 people who are #HappyatFoley, and we think you will be too.

Foley & Lardner LLP is seeking an experienced Paralegal to support attorneys in our Corporate and Fund Formation & Investment Management practice areas. This position will involve significant contact with lawyers and paralegals at the firm and requires strong interpersonal and communication skills. The successful candidate must be a demonstrated self-starter who is both highly organized and a team player.

Essential Functions

Support attorneys with private investment fund formation and related transactions, including but not limited to: the formation of funds and their affiliated entities, including limited partnership and limited liability company entities; drafting and filing applicable formation certificates, tax identification forms and elections and applicable initial governing agreements; reviewing subscription agreements; tracking and following up with submitting investors including supporting AML/KYC documentation and related tax forms; analyzing federal and state securities laws exemptions from registration and exemptions filings; preparing federal Form D and applicable state securities filings; preparing and distributing closing sets to investors, attorneys and clients.
• Support transfer process for private investment fund sponsors from inception to closing; facilitate transfer intake process, draft and review transfer materials; manage closing of transfer including handling invoices and post-closing client recordkeeping.
• Manage annual and periodic filings for investment advisers to private investment funds.
• Support private fund investment transactions such as primary and secondary investments; organize transaction documents for attorney review; completion and submission of investor onboarding materials; coordinate full execution of legal agreements; and manage closing documents for client recordkeeping and practice group knowledge management efforts.
• Assist with organizing relevant documents related to private investment fund formations and private fund investments; provide ongoing corporate maintenance for private investment fund clients of the firm.

Essential Capabilities

• Possess experience with private investment funds, servicing private fund managers, and institutional investors.
• Demonstrate ability to maintain strict confidentiality of the firm’s internal and personnel affairs.
• Collaborate and interact effectively with all levels of personnel, including management staff, colleagues and support staff.
• Maintain a proactive approach to meeting deadlines, respond quickly and efficiently to changing priorities, and adapt to tight deadlines with multiple tasks.
• Possess excellent attention to detail with timely follow through on deliverables.
• Maintain a professional demeanor in all situations and work effectively within a cross-office and culturally diverse environment.
• Consistently achieve billable hour expectation set by the firm (including approved non-billable time).

• High school diploma or equivalent required; Associate’s or Bachelor’s degree and/or Paralegal Certificate preferred.
• Minimum of three (3) years of paraprofessional experience in a law firm or professional services environment required. #LI-Hybrid

In support of transparency and equity in the workplace, Foley provides salary ranges for all positions. The figures below represent the full compensation range of this position. The actual offered amount will be between the range minimum and midpoint based on the following factors: education, experience, geographic market, and internal pay equity at Foley.
Madison & Milwaukee – $77,500 to $108,500
Chicago – $85,300 to $119,400