SUMMARY: Responsible for Asset Management Group duties, primarily assisting with subscription document review.
RELATIONSHIPS: Administratively reports to Director of Litigation and Corporate Legal Assistants. Works directly with Asset Management Group associates and partners, as well as the clients themselves, to facilitate subscription document review and Regulation D filings.
RESPONSIBILITIES: Primary Responsibilities: Coordinate the Asset Management Group's Subscription Document Review Process for Direct and Transfer Investments:
Track the progress of review for subscription documents (approximately 10,000-12,000 investments per year).
Direct communication with client(s) on a daily basis, providing support and undergoing tasks for a myriad of subscription document review related issues including fulfillment of reconciliation and document audit and document production requests.
Research precedent investments of investors who submit new subscription documents; prepare new subscription documents for attorney review. Maintain records of investment documents on various online databases and hard copy files. Coordinate between clients, Asset Management associates, Tax associates, Benefits associates, and the London Asset Management team to assist with review process.
Education/Experience: College degree and 3-5 years of relevant Paralegal work experience required. Preferred in Financial Services, Client Relations, or Compliance experience.
Must have document review experience Skills and Abilities: Must be able to effectively work and communicate with all levels of partners, attorneys, and staff. Must be able to keep information confidential. Requires effective written and verbal communication and strong organizational and interpersonal skills. Ability to handle and prioritize multiple assignments while working under pressure to meet important deadlines. Must be detail oriented, possess strong organizational skills, and a high degree of accuracy.
As a matter of global policy, Fried Frank does not discriminate in hiring or promotion on the basis of race, creed, color, national origin, sex, gender, gender identity and expression, pregnancy, age, disability, sexual orientation, family status religion, marital status, citizenship, veteran status, an individual’s genetic information, or any characteristic protected by applicable law.
Internal Number: NYCLA024
About Fried, Frank, Harris, Shriver & Jacobson LLP
Fried, Frank, Harris, Shriver & Jacobson LLP advises the world's leading corporations, investment funds and financial institutions on their most critical legal needs and business opportunities. The Firm's approximately 500 lawyers are based in North America and Europe.
The New York office, the Firm's oldest and largest, concentrates on antitrust and competition, asset management, restructuring and insolvency, capital markets, commercial litigation, executive compensation & ERISA, finance, intellectual property and technology, mergers and acquisitions, private equity, real estate, securities and shareholder litigation, tax, trusts and estates, and white-collar criminal defense and securities enforcement.