Role Overview for Private Equity Fund Paralegal with a Private Equity Firm – West Palm Beach, FL
JRG Partners is proud to partner with a prestigious and rapidly growing private equity firm in their search for an exceptional Private Equity Fund Paralegal. This is a newly created, full-time position based in their sophisticated West Palm Beach, Florida office. We are seeking a highly motivated, detail-oriented, and experienced professional to join their dynamic legal and compliance team. This role offers a unique opportunity to become an integral part of a leading investment firm, providing critical support across the entire lifecycle of their investment funds.
The successful candidate will work closely with the General Counsel, Chief Compliance Officer, and other key stakeholders, handling a wide range of responsibilities related to fund formation, investor relations, regulatory compliance, corporate governance, and transaction support. This position is ideal for a seasoned paralegal with significant experience in the private funds space, either from a top-tier law firm or another in-house investment management environment. You will be expected to operate with a high degree of autonomy, manage complex projects, and contribute to the firm’s continued success and operational excellence. This is not just a support role; it is a career-defining opportunity for a proactive individual to make a significant impact within a collaborative and high-performance culture. You will be challenged to expand your skills, take on increasing responsibility, and grow professionally alongside the firm.
Key Responsibilities of Private Equity Fund Paralegal with a Private Equity Firm – West Palm Beach, FL
The Private Equity Fund Paralegal will be entrusted with a diverse and critical set of responsibilities, including but not limited to:
Fund Formation and Structuring
- Assist in the preparation, review, and organization of legal documents for new fund launches, co-investment vehicles, and other investment products. This includes offering memoranda, limited partnership agreements, subscription documents, side letters, and related ancillary documents.
- Coordinate the fund closing process, managing closing checklists, tracking investor subscription status, and ensuring all documentation is executed and filed correctly.
- Liaise with outside counsel, fund administrators, and other service providers to ensure seamless fund launches and ongoing fund maintenance.
Investor Relations and Onboarding
- Manage the investor subscription process from start to finish, including the distribution and collection of subscription documents and the coordination of KYC/AML reviews.
- Serve as a key point of contact for investor inquiries regarding their subscriptions, transfers, and other legal documentation.
- Maintain and organize investor files and records in both physical and electronic formats, ensuring accuracy and confidentiality.
- Assist in managing the firm’s investor data room and portal.
Regulatory and Compliance
- Support the CCO in maintaining the firm’s compliance program. This includes assisting with the preparation and filing of various regulatory documents, such as Form ADV, Form PF, and Blue Sky filings.
- Help ensure compliance with the Investment Advisers Act of 1940, the Securities Act of 1933, and other applicable federal and state securities laws.
- Monitor and track regulatory deadlines, maintain compliance calendars, and assist with regulatory examinations and internal audits.
- Assist in drafting and updating compliance policies and procedures.
Corporate Governance and Entity Management
- Maintain corporate records, minute books, and organizational charts for a multitude of legal entities, including fund general partners, limited partners, and management companies.
- Draft board and shareholder resolutions, written consents, and other corporate governance documents.
- Handle state and foreign qualifications, dissolutions, and annual report filings for various entities to ensure they remain in good standing.
Transactional Support
- Provide legal support for portfolio company investments, acquisitions, and divestitures.
- Assist with legal due diligence, manage closing checklists for transactions, and coordinate the execution and delivery of transactional documents.
- Facilitate post-closing integration tasks and organize all final deal documentation.
Requirements for the Private Equity Fund Paralegal with a Private Equity Firm – West Palm Beach, FL
The ideal candidate will possess a strong work ethic, exceptional judgment, and the following qualifications:
Education
A Bachelor’s degree from an accredited four-year university is required. A paralegal certificate from an ABA-approved program is strongly preferred.
Experience
A minimum of 5-7 years of corporate paralegal experience is required. Crucially, this must include at least 3-4 years of direct, hands-on experience with private equity, venture capital, or hedge fund formation and compliance, gained at a major law firm or in-house at an alternative asset manager.
Technical Proficiency
High proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is essential. Experience with entity management software (e.g., Diligent, Athennian, GEMS), investor portals, and document management systems is highly desirable. Familiarity with regulatory filing systems like EDGAR is a plus.
Knowledge Base
A deep and practical understanding of the private fund lifecycle, corporate governance principles, and entity structures (LLCs, LPs). Strong knowledge of relevant securities laws and regulations is critical.
Organizational Skills
World-class organizational and time-management skills. The ability to manage a high volume of work, prioritize competing demands, and meet tight deadlines in a fast-paced, high-pressure environment is non-negotiable.
Attention to Detail
Meticulous attention to detail and a commitment to producing accurate, high-quality work product.
Communication Skills
Exceptional written and verbal communication skills. The ability to interact professionally and effectively with senior executives, investors, outside counsel, and internal team members.
Discretion and Integrity
A strong sense of professional ethics and integrity, with the ability to handle highly sensitive and confidential information with the utmost discretion.
Personal Attributes
A proactive, self-starting individual who can work independently with minimal supervision but also thrives as a collaborative team player. Must possess a positive attitude, strong problem-solving skills, and a genuine desire to learn and grow.
Benefits & Perks Offered
Our client is committed to attracting and retaining top talent and offers a highly competitive compensation and benefits package, which includes:
- A highly competitive base salary and significant performance-based annual bonus potential.
- Comprehensive medical, dental, and vision insurance plans with low employee contributions.
- A robust 401(k) retirement plan with a generous company match.
- A generous paid time off (PTO) policy, including vacation days, sick leave, and paid company holidays.
- Support for professional development, including continuing legal education (CLE) credits and industry certifications.
- A modern, collaborative, and professional work environment in a prime West Palm Beach location.
- Opportunities for long-term career growth and advancement within a leading private equity firm.
- Various firm-sponsored events and a culture that values teamwork and excellence.
How to Apply
This is an exclusive search conducted by JRG Partners. If you are a qualified candidate who meets the above criteria and is ready to take the next step in your career with a premier private equity firm, we encourage you to apply today. To be considered, please submit your resume and a detailed cover letter outlining your relevant experience and why you are the ideal candidate for this role.
JRG Partners is a leader in legal and executive search. To learn more about our expertise in this area, we invite you to explore our Corporate, M&A & Private Equity Paralegal Recruiters and see how we connect top talent with exceptional opportunities.
Our client is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
