CLO Transactional Paralegal

Orrick currently has an excellent opportunity in our Charlotte N.C. office for a CLO Transactional Paralegal.

What Will You Do? As a CLO Paralegal, you will support the delivery of quality legal services to clients by drafting CLO and securitization documents and coordinating with transaction participants. Requisite skills are accuracy, attention to detail, solid organizational skills, strong written and oral communication skills and computer proficiency. You will provide assistance to others in all aspects of finance work, focusing on the organization and maintenance of documents and transactional information. The Paralegal is expected to remain assigned to transactions from inception to completion and may be assigned to all transactions for recurring clients, serving as a key resource and focal point for the financing team.

You will perform a wide array of tasks, including but not limited to:

Responsibilities

• Coordinate and track financing schedules, document flow, and activities for CLO transactions from inception to closing.
• Prepare, draft, review, and organize transaction documents, including offering circulars, indentures, and officer certificates. Assist in managing virtual data rooms, and conducting legal research. Conduct CLO market research and support due diligence reviews.
• Facilitate and manage transaction closing schedules, prepare signing/closing checklists, assembling signature packets, prepare and mail original notes, organizing exhibits, and ensuring proper execution of documents.
• Assist with the preparation, filing, and review of reports and forms required by governmental agencies (e.g., IRS tax documents, state debt issuance filings, UCC financing statements and statutorily required filings).
• Facilitate the review of borrower organizational, tax due diligence, and project-specific transaction materials.
• Manage transaction mechanics to enable attorneys to focus on legal strategy, negotiations, and business development.
• Manage post-closing documents, create closing binders, and track post-closing deadlines (e.g., delivery of stock certificates and other agreements).
• Perform other tasks as required and other related duties as assigned.

Qualifications

• Bachelor’s degree from an accredited institution or equivalent work experience.
• Excellent organizational and time management skills; ability to coordinate multiple tasks concurrently.
• Exceptional attention to detail and accuracy.
• Strong verbal and written communication skills.
• Excellent computer skills and proficiency with Windows/Office applications; ability to learn practice-related software.
• Willingness to learn and use AI tools for appropriate tasks.
• Strong client-service and interpersonal skills.
• Ability to think proactively, creatively, and with a problem-solving mindset.
• Capacity to develop a detailed understanding of complex issues and procedures.
• Ability to work under pressure in a fast-paced environment.
• Reliability and flexibility with respect to work hours to meet transaction demands.

Who is Orrick? Orrick is a global law firm focused on delivering innovative solutions for four sectors: Technology & Innovation, Energy & Infrastructure, Finance and Life Sciences & HealthTech. Founded more than 150 years ago in San Francisco, Orrick today has offices in 25+ markets. We are recognized globally for delivering the highest-quality legal advice and for our culture of innovation and collaboration.

Compensation and Benefits

The expected salary range for this position is: between $58,000 – $83,500.

Orrick is committed to providing a comprehensive, competitive, and thoughtful total compensation package to our attorneys and staff, wherever they work. This compensation and benefits information is based on the Orrick’s estimate as of the date of publication and may be modified in the future. The level of pay within the range will depend on a variety of job-related factors that may include, but not limited to, qualifications, relevant experience or education, particular skills or expertise, geography. Other compensation may include an annual discretionary merit bonus, which would be determined by Firm and individual performance.

We offer a full range of elective health benefits including medical, dental, vision and life; robust mental well-being programs; child, family, elder, and pet care benefits; short- and long-term disability and industry leading parental leave benefits, health savings account contributions (w/applicable medical plan), flexible spending accounts, and a 401K program. This role will receive compensated time off through our Paid Time Off program and paid holidays.

Please visit www.orrick.com for more information about the firm.

How to Apply: If you are searching for a chance to create an impact, you have a little grit and you love working with a team, we want to talk with you. To submit your resume and cover letter for this position, please visit our Staff and Paralegal Opportunities Listings at www.orrick.com/Careers. Orrick accepts applications for this position on an ongoing basis, until filled.

We are an Equal Opportunity Employer.

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