Senior Investment Funds Paralegal

Latham & Watkins

. Support private investment fund formations and initial and subsequent fund closings .

Posted 10/6/2026full-timeNew York City • New York • United StatesSenior💰 $140,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in private investment fund formations, secondary transactions, and complex paralegal work, ensuring high-quality documentation and compliance with legal standards. Proficient in managing sensitive information and coordinating with various stakeholders to facilitate successful fund operations.

Highest-signal resume keywords

Paralegal CertificatePrivate Investment Fund FormationSecondary Transaction SupportLegal Technology ProficiencyAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fund Formation DocumentationInvestor Admission DocumentationTransfer DocumentationDiligence ProcessesClosing RequirementsFund RestructuringLiquidity SolutionsAML/KYC ComplianceVirtual Data Room CoordinationComplex Paralegal Work

Soft Skills

Strong Attention to DetailQuality-Control SkillsAbility to Work Independently

Tools & Technologies

Legal ApplicationsResearch ToolsFirm Systems

Certifications & Qualifications

Paralegal Certificate from ABA-Approved Program

Industry Keywords

Private Investment FundsGP-Led Secondary TransactionsLP-Led Secondary TransactionsTender OffersStapled TransactionsPreferred Equity TransactionsStrip SalesAnnex Fund Formations

About the role

Key responsibilities & impact

Support private investment fund formations and initial and subsequent fund closings
Coordinate formation and organizational documentation, fund structure charts, investor admission documentation, signatures, approvals, closing notices, and related requirements
Support GP-led secondary transactions, including continuation funds, investor elections, rollover processes, LPAC and other consent processes, transfer documentation, diligence, and closing and post-closing requirements
Support LP-led secondary transactions, including transfer documentation, buyer and seller coordination, ROFR and consent processes, AML/KYC requirements, and closing and post-closing activities
Gain exposure to fund restructurings and liquidity solutions, including tender offers, stapled transactions, preferred equity transactions, strip sales, and annex fund formations
Coordinate virtual data rooms, fund and investor documentation, portfolio company and third-party consents, lender notifications, and other transaction requirements
Work closely with attorneys, clients, investors, counterparties, fund administrators, and other transaction participants
Protect and maintain highly sensitive, confidential, privileged, financial, and proprietary information retained by Latham & Watkins

Requirements

What you’ll need

Bachelor’s degree or equivalent
Paralegal certificate from an ABA-approved program, or signed declaration if located in a California office
Minimum of six (6) years of experience as a paralegal, preferably in a law firm setting
Deep substantive, procedural, technical, and practice-specific expertise
Ability to apply expertise to complex paralegal work with minimal direction
Advanced proficiency with relevant legal technology, applications, research tools, and firm systems
Ability to select and apply appropriate tools to sophisticated work requirements and adapt to new technologies
Strong attention to detail and quality-control skills
Ability to produce accurate, high-quality work across multiple complex workstreams with minimal supervision, correction, or revision

Benefits

Comp & perks

Bonuses awarded in recognition of individual and firm performance
Healthcare, life and disability insurance
Generous 401k plan
At least 11 paid holidays per year
PTO program accruing 23 days during the first year and growing with tenure
Well-being programs, including mental health services, mindfulness and resiliency, medical resources, well-being events, and more
Professional development programs
Employee discounts
Affinity groups, networks, and coalitions for lawyers and staff
Flexible working schedule with hybrid and in-office presence may be available