Haynes and Boone, LLP
Paralegal
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Description: Investment Management Paralegal
This non-exempt employee will assist attorneys in accomplishing clients’ goals by using organizational, analytical, and communication skills. In this role, the employee is expected to play a pivotal role in supporting attorneys as they serve clients in business formations, contract matters, as well as the preparation of subscription documents, AML/KYC processes, investor intake and due diligence, securities filings, and other business law-related issues.
As an Investment Management Paralegal, you will play a vital role in supporting our attorneys, working closely with clients, and handling various legal tasks related to investment management matters.
Essential Duties
- Assist attorneys in support of business formations and contract matters as well as the preparation of subscription documents, AML/KYC processes, investor intake, and due diligence, securities filings, and other business law-related issues.
- Prepare and handle Form D and state blue sky filings as well as other related securities filings.
- Assist in the preparation of legal documents such as identifying and gathering information and drafting necessary paperwork on behalf of investors and sponsors in the investor intake and due diligence process.
- Review, organize, and manage various business contracts and agreements, such as partnership agreements, operating agreements, subscription documents, AML/KYC, and more.
- Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.
- Stay updated on changes in investment management rules and regulations to provide accurate and up-to-date support to attorneys and clients and assist in drafting client alerts.
- Work closely with paralegals, legal assistants, other attorneys, as required.
- Accurately track and record time billed on claim-related tasks, meeting monthly goals following the initial training period.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Other Duties
- Assist attorneys with speeches and articles.
- Attend CLE and courses to expand knowledge of substantive law.
- Perform other related duties as needed or assigned.
Reporting Relationship
Reports directly to the Office Administrator and to the assigned attorneys.
Qualifications
Knowledge/Experience
- A bachelor’s degree or 2+ years of experience as a paralegal assisting with business matters of similar experience in the legal services industry and an ABA paralegal certificate.
- Should be familiar with effective administrative processes and possess the ability to manage a multitude of tasks and deals simultaneously.
Skills
- Must possess strong writing skills, with the ability to communicate in a clear, logical, and grammatically correct manner and the ability to conduct legal research and translate difficult concepts into simple terms.
- Strong computer skills including comfort with Microsoft Word and other Microsoft Office products.
- Comfortable interacting and communicating with team members internally, clients, and court personnel directly.
- Must be able to meet deadlines.
- Excellent organizational skills.
- Adept at working independently or collaboratively within a team.
Education
- A bachelor’s degree or paralegal certification from an ABA-approved school.
Physical Demands
- Must be able to move around the office up to 15% of the time to make copies, fax, file, etc.
- Remains stationary at least 75% of the time.
- This position constantly operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.).
- Occasionally required to move documents or files weighing up to 15 lbs.
- This position requires constant communication and exchange of information with the Firm attorneys, clients, and staff.
- This position must be able to inspect and observe information on a computer screen at least 80% of the time.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Working Conditions
- Hybrid in office. Overtime required.
At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships, and share in our success.
Our London office is a modern, state-of-the-art space in the heart of the City of London, now home to more than 60 transactional and dispute resolution lawyers who bring deep industry insight and strong commercial judgment to complex cross-border matters. Our continued growth strengthens our ability to support clients operating in today’s interconnected energy and financial markets. Our London lawyers are recognized in Chambers and Partners UK and Legal 500 UK, and we are leaders among US firms in the ARL Advisor Rankings Guide. We are committed to building a diverse, inclusive workplace that reflects the communities we serve, and we look for highly motivated lawyers and business professionals who value our culture of respect, collaboration, and excellence.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location