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Paralegal/Legal Coordinator

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  • Job
    Full-time
    Mid-level (3-4 years)
  • Chicago

Requirements

  • Bachelor’s degree required
  • Must have a minimum of three years of experience working on transactional matters, preferably in-house or in finance
  • Self-starter who is able to learn on the job
  • Ability to optimally work with senior-level internal personnel, board members, outside counsel, clients and partners
  • Excellent written and oral communication skills
  • High attention to detail
  • Excellent organizational skills
  • Ability to multi-task and handle contending priorities
  • Strong computer skills, including Word, Excel and PowerPoint

Responsibilities

  • Assist in the preparation of investment documents and handle the closing logistics for various alternative investment transactions; this includes the completion of alternative investment documentation (e.g., subscription agreements, deeds of adherence, know-your-customer/anti-money laundering requirements, CRS/FATCA forms, consents, amendments and most-favored nation elections)
  • Review and comment on non-disclosure agreements
  • Assist with compliance filings
  • Connect with clients and outside counsel via phone and email; work with clients to acquire signatures on legal documents
  • Assist with the preparation of service, vendor, non-disclosure and other contracts and amendments
  • Draft simple to sophisticated legal documents and forms; apply track changes, formatting, and styles; proofread, format, edit, label and redact documents; and compare documents to produce redlines
  • Fulfill any and all other duties as assigned

FAQs

What is the primary responsibility of the Paralegal/Legal Coordinator at Meketa Fiduciary Management?

The primary responsibility is to oversee all aspects of closing new investments based on decisions approved by the MFM Investment Committee and Meketa clients, including preparing private equity, debt, and venture capital investment documents.

What qualifications are required for this position?

A Bachelor’s degree is required, along with a minimum of three years of experience in transactional matters, preferably in-house or within the finance sector.

What skills are essential for the Paralegal/Legal Coordinator role?

Essential skills include excellent written and oral communication, a high attention to detail, strong organizational skills, the ability to multi-task and manage competing priorities, and proficiency in computer applications such as Word, Excel, and PowerPoint.

Who does the Paralegal/Legal Coordinator report to?

The position reports to the firm’s Private Markets Legal Counsel.

Is prior experience in private equity or hedge funds necessary?

While it is not explicitly required, an interest in learning about private equity, hedge fund, and public investments is strongly encouraged, and prior experience in these areas would be beneficial.

What types of legal documents will the Paralegal/Legal Coordinator be involved in preparing?

The role involves preparing various legal documents, including subscription agreements, deeds of adherence, non-disclosure agreements, service contracts, vendor contracts, and compliance filings.

Will the Paralegal/Legal Coordinator be interacting with clients and outside counsel?

Yes, the position requires regular communication with clients and outside counsel, including acquiring signatures on legal documents and coordinating closing processes.

What kind of work environment does Meketa Investment Group promote?

Meketa fosters an inclusive environment that promotes diversity, professional growth, and a healthy work-life balance, recognizing that a diverse workforce can better serve its clients.

Are there opportunities for professional development within this role?

Yes, Meketa supports continuing education and professional growth for employees, encouraging them to develop their skills and advance in their careers.

What benefits does Meketa offer to its employees?

Meketa offers a competitive compensation structure, a wide range of benefits (including core insurance and time-based benefits), flexible schedules, and support for continuing education.

How does Meketa handle requests for reasonable accommodation during the job application process?

Meketa provides assistance for any reasonable accommodations needed to participate in the job application or interview process, perform essential job functions, or receive other employment benefits.

Finance
Industry
201-500
Employees
1978
Founded Year

Mission & Purpose

Meketa Investment Group is an independent, full-service investment consulting and advisory firm. Since 1978, we have served as independent fiduciaries, providing creative investment solutions tailored to fit the unique circumstances of each client. We serve a diverse client base, including defined benefit and defined contribution plan sponsors (Taft-Hartley, public, corporate, and non-profit), foundations and endowments, corporations, and healthcare organizations. We work with clients on a non-discretionary or discretionary (Outsourced CIO) basis, across a broad range of traditional and alternative investment services.