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Fractional Paralegal (Advisor Network)

1 month, 1 week ago
Anywhere
Contract
Senior
Paralegal
Operations
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Arootah

Arootah

Arootah is a premier advisory and coaching firm empowering finance executives to unlock peak performance and offering elite services for alternative investment funds, business development, and wellness modalities in NYC.

Professional Services
11-50
View All Jobs 27

Description

  • Support fund formation by preparing, organizing, and filing formation documents such as LPAs, PPMs, Subscription Agreements, Side Letters, LLC Agreements, and offering materials.
  • Manage investor onboarding and subscription processes, including KYC/AML documentation, accredited investor verification, and investor recordkeeping.
  • Coordinate regulatory filings such as Form ADV, Form PF, Form D, Form 13F, and state notice filings while tracking deadlines and compliance calendars.
  • Assist with corporate governance and entity management, including corporate records, board materials, entity registrations, annual filings, minute books, and resolutions.
  • Support contract review and vendor management for service provider agreements, NDAs, employment agreements, consulting agreements, and related legal contracts.
  • Conduct legal research and due diligence on regulatory requirements, securities laws, case law, and industry best practices.
  • Coordinate with outside counsel on communications, document requests, billing review, and timely delivery of legal work product.
  • Manage regulatory examinations and audits, including document productions and responses to SEC, FINRA, and state regulator requests.
  • Maintain legal databases and document management systems with proper version control and retention protocols.
  • Provide administrative support for legal functions, including calendars, meetings, presentations, deadlines, closings, and signature processes.

Requirements

  • Bachelor’s degree in Communications, Marketing, Finance, Business Administration, or a related field.
  • Minimum of 5 years of professional experience in a similar role within an alternative investment firm or family office.
  • Experience working with sophisticated institutional clients.
  • Demonstrated analytical and quantitative skills.
  • Superb written and verbal communication skills.
  • Strong interpersonal skills and ability to work with senior-level personnel.
  • Self-starter with strong project management and follow-through skills.
  • Excellent customer service skills.
  • Highly organized and extremely detail oriented.
  • Relevant education and work experience that demonstrate proficiency across the described responsibilities.

Benefits

  • Project-based engagements that fit around existing commitments.
  • Access to opportunities in the alternative investment industry.
  • Work with hedge funds, private equity firms, and family offices.
  • Arootah handles client origination and engagement management so advisors can focus on delivery.

Interested in this position?

Apply directly on the company website

Apply Now

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