Legal Staff Paralegal in Washington, DC

Law Firm

Washington, DC

Legal Staff Paralegal in Washington, DC

Legal Staff

No

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Paralegal - M&A/Investment Funds The candidate will review subscription agreements; manage schedules. Manage various aspects of domestic entity formation, including formation, registration, amendments and cancellation filings. Prepare IRS SS-4s and IRS Form 8821 for domestic and offshore entities and obtain employer identification numbers and Letters 147C for EIN verification. Obtain long form and short form certificates of good standing. Assist clients with ongoing entity maintenance. Participate in drafting, editing and reviewing of various agreements including, but not limited to, offering memoranda, subscription agreements, investment management agreements, operating agreements. Prepare signature packets. Prepare redactions for templates. Prepare closing books. Draft and revise organizational charts. Assist attorneys and clients with rule filings, registrations and memberships with regulatory agencies and exchanges in securities and futures industries. Compile and review investor subscription agreements for investment funds. Organize, maintain and update document libraries and charts. Prepare audit response letters and related documents. Assist with preparation of public and non-public exhibits for 10-Q filings and SEC confidential treatment requests. Prepare and file documents for corporate, limited liability company and partnership formations, amendments, conversions, reinstatements, mergers, qualifications, dissolutions and withdrawals. Conduct searches for entity name availability. Prepare and file Form SS-4s to obtain EINs. Prepare basic organization documents, including initial stock subscription agreements, stock certificates and stock ledgers. Prepare organizational, annual, and special consents, by-laws, stock issuance and company record books. Prepare and maintain minute books and consents for limited liability companies, partnerships and limited partnerships. Prepare and file annual/biennial reports in various jurisdictions. Order status reports, good standing certificates and charter documents. Research state statutes. Coordinate research and filings with corporate service providers and Secretary of State offices. Order lien searches, review and prepare summaries. Prepare and file UCC statements, amendments and termination statements. Compile desk sets of precedent documents or SEC filings for members of deal team. Prepare working group lists for M&A deals. Prepare drafts of ancillary documents for closings or other transactions. Assist with closings by assembling closing documents and signature pages. Prepare closing sets of fully executed transaction documents; prepare signature packets. Proofread documents for consistency and grammar. Establish and maintain virtual data rooms through life of the transaction. Upload documents into machine learning software (., Kira) used by M&A deal team in connection with due diligence reviews. Upload documents into machine learning software (., Kira) used by M&A deal team in connection with due diligence reviews. Participate in pilot programs for evaluating new software for Paralegal teams. Prepare potential new client due diligence reports, utilizing Lexis Advance and regulatory agencies websites and online information. Confirm NFA exemptions for Firm pool investments; apply for ) exemptions for Co-CPO exemptions or amend operators. BA/BS Degree is required. Should have 1+ years of Paralegal experience in Corporate/M&A transactional work at a law firm or corporate legal department. Paralegal Certificate from an ABA accredited program is preferred.