Detail-oriented and accomplished paralegal with a First-Class Accelerated Bachelor of Laws and extensive experience in legal research, documentation, and compliance. Proven ability to assist in financial transactions, draft various legal documents, and liaise effectively with clients and legal teams in both French and English. Skilled at managing complex caseloads under tight deadlines while maintaining high standards of accuracy and efficiency. Committed to supporting legal professionals and contributing to successful case outcomes through strong organizational skills and a proactive approach to problem-solving.
- Conducting legal research on US securities laws and regulations, including the Securities Act of 1933, the Securities Exchange Act of 1934, and updates from the SEC.
- Drafting and preparing legal documents, such as shareholder agreements and SEC filings.
- Maintaining corporate records by preparing registration documents for FINRA and the SEC.
- Providing compliance assistance by ensuring the company adheres to securities laws.
- Reviewing legal agreements with suppliers.
- Drafting commercial agreements, including CLO and restructuring agreements.
- Drafting nondisclosure agreements (NDAs).
- Handling the distribution, collection, and electronic organization of signature pages.
- Obtaining executed legal opinions.
- Preparing master side letters outlining agreed terms.
- Preparing stockholder consents.
- Preparing signature page packets and tracking the execution status of documents, both physical and electronic.
- Reviewing contractual documents and conducting document comparisons.
- Retapping contracts and letters to clients according to the lawyer’s markup.
- Uploading original closing files to the database.
- Assisting in the preparation and distribution of closing binders and other corporate documents.
- Attending weekly departmental meetings and taking minutes.
- Drafting closing documents, including closing certificates, fund documentation, and side letters.
- Maintaining client template forms and protocols for client-specific projects.
- Liaising with clients on current matters and answering their questions.
- Maintaining investor and institutional information for fund clients using spreadsheets and databases.
- Performing public searches of all kinds, including due diligence, and preparing reports.
- Preparing investors' consent and other documents required for changes to fund documents.
- Proofreading legal documents.
- Retrieving certified copies of corporate documents and related materials for fund transactions.
- Tracking received and outstanding agreements, NDAs, invoices, and their respective dates of receipt.
- Recording time worked (associates).
- Assisting with M&A transactions.
- Assisting partners with ad hoc legal work.
- Creating and maintaining precedent finance documentation.
- Creating a transaction bible.
- Coordinating with non-French counsel regarding entity classification.
- Drafting legal response letters.
- Reviewing legal documents in both French and English.
- Managing year-end closing and monthly billing.
- Conducting company searches.
- Drafting judicial correspondence.
- Managing the hearing calendar and the partner’s calendar.
- Tracking received and outstanding fee payments and organizing signed documents.
- Assisting the partner with a caseload of work under tight deadlines (procedures).
- Communicating with courts in person, by phone, and via RPVA.
- Drafting legal documents, including Cerfa forms, French procedural documents, powers of attorney, and procurations.
- Interacting daily with support teams, including IT, account support, and the marketing team.
- Organizing client correspondence and preparing mailings.
- Providing legal documentation and proofreading agreements.
- Preparing summaries of marketing advice and pitch documents.