Intimate Private Equity firm with 1+ billion of real estate assets and long tenures is seeking an Investor Relations-focused Corporate Paralegal to join the team!This Jobot Job is hosted by: Monica Feltz
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $100,000 - $175,000 per year
A bit about us:Long-term, control investor in small to medium sized businesses. Having a long-term strategy and significant personal capital differentiates the company from traditional PE firms. Builds strong relationships with management and nurtures growing portfolio companies without the pressures of a short exit time frame. Smaller company with an intimate feel that really supports it's people!
Why join us?- Not typical PE firm, more of a Family Office feel!
- Great team who will support your development
- Hybrid schedule, 3 days in office
- Collaborative and friendly office culture!
- Tenures of 10+ years, not a churn-and-burn - no lay offs based on market changes!
- Full healthcare, top bonusing potential, paid parking, flex time off, PTO
- 9-6pm, 40 hour work week, honors personal time / work-life balance
Job DetailsUnder direction of the Managing Director and Director of Operations, the Investor Relations / Private Equity Paralegal will be responsible for the following (and more):
- General daily and project support for Director of External Relations and for key personnel
- Support Director of External Relations with client and prospect requests
- Update and draft responses to Requests for Proposals and Due Diligence Questionnaires
- Coordinate the creation and review of investor communications including proofreading, editing
and coordinating between departments
- Manage and report on investor relations budget
- Perform special ad hoc projects for company staff to support clients and prospective clients
- Coordinate distribution of communications with outside fund administrator
- Organize and maintain shared files for clients
- Pre-populate subscription documents for clients
- Review and record completed subscription documents with outside fund administrator
- Process client transfers and changes with outside fund administrator
- File management (subscription and transfer documents) – signatures, tracking, etc. with outside
Fund Administrator
- Maintain client and prospect database with outside fund administrator and generate reports
Requirements:
- Ideally for someone who is service-oriented, who enjoys the investor relations side of the role, and also well versed with subscription documents in a Fund context (Preferably Real Estate).
- Looking for someone motivated and excited by the work who wants to stay and grow with the company.
- Comfortable being client-facing, answering phones, CRM (ideally Juniper), organized and great attention to details.
- Must be local to the area and able to come into the office at least 3x/week.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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