JOB SUMMARY:
Utilises experience and broad-based knowledge of resources, practices and methods to handle complex Private Equity tasks and projects with minimal supervision. Responsibility for all phases of the Private Equity cycle, primarily in the form of document preparation, coordination, production, distribution and legal research. Provides guidance to paralegals, associates and other professional staff. Will have direct client contact and ownership of specified companies, making this a varied and much valued role.
ESSENTIAL FUNCTIONS:
- Provide all of the essential functions as of a paralegal.
- Handle advanced, complex projects and tasks, with minimal supervision.
- Assume ownership of projects and acts as 'project contact' between associates, members of the department and other professional staff when coordinating large scale projects between the paralegal team.
- Offer guidance to associates and paralegals on department best practice.
- Act as 'buddy' to paralegals and takes on full responsibility to provide one to one guidance and support on new or complex assignments, as needed.
- Assist with more complex pieces of drafting, as requested.
- Utilise experience, knowledge and resources to provide high level support to partners, associates, senior paralegals, and the paralegal team leader across the Private Equity department.
- Ensure paralegal best practice is adhered to when coordinating and assisting with both the senior paralegal role and that of the paralegal role.
- Conduct Companies House searches.
- Analyse constitutional documents.
- Draft and file Companies House forms.
- Draft ancillary documents e.g. board minutes, director resignation letters, stock transfer forms.
- Prepare statutory declarations.
- Edit documents e.g. loan note registers, subscription documents, share certificates.
- Proofread documents for sense, consistency, cross references, formatting and typographical errors.
- Assist in preparation of all documents e.g. share capital tables, group structure charts, company information tables, tracker documents, checklists, share plan documents for multiple shareholders etc. related to each relevant portfolio company.
- Distribution of document packs.
- Manage and track documents to keep on top of the process.
- Roll out 'Form' documents e.g. for shareholders subscribing for new shares.
- Collate original documents and chase clients for missing documents.
- Collate KYC and maintain a tracker.
- Organise and update precedent and transaction bibles/sets and create electronic bibles.
- Draft cover letters and emails to counterparties e.g. local counsel, HMRC, company secretary, lawyers, clients.
- Draft weekly fee updates and liaise with internal billing team.
- Create binders, print, copy, scan and distribute documents and files.
- Maintain folder structure within a document management system.
- Review associate comments, edit documents and run blacklines.
- Travel and deliver documents.
- Archive and dispose of documents in line with department protocols.
- Email clients, join calls with clients.
- Seek to improve work flow and create and maintain paralegal department know how files.
- Demonstrate effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others.
- Manage Firm resources responsibly.
- Comply with and understand Firm operation, policies and procedures.
- Perform other related duties as assigned.
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ESSENTIAL KNOWLEDGE, SKILLS, ABILITIES AND OTHER JOB-RELATED COMPETENCIES:
- Strong knowledge of MS Word and Excel with technology awareness and the ability to learn new software and operating systems.
- Ability to navigate various electronic databases, virtual data rooms and document review platforms.
- Strong research skills and proficiency in using various research tools, including Westlaw UK, Lexis Library, Practical Law, company registries and other court related websites.
- Excellent analytical, troubleshooting and planning skills.
- Demonstrates effective interpersonal and communication skills, both verbally and in writing.
- Ability to handle multiple projects and shifting priorities.
- Demonstrates ability to pay close attention to detail and performs with high degree of consistent accuracy.
- Displays strong initiative in carrying out assignments and assumes a high level of responsibility for assigned tasks.
- Ability to handle sensitive matters and maintain confidentiality.
- Ability to organize and prioritize work.
- Ability to work well independently as well as effectively within a team.
- Ability to work well in a demanding and fast-paced environment.
- Ability to use discretion and exercise independent and sound judgment.
- Ability to deal courteously/effectively with others.
- Ability to enhance the paralegal department through exceptional client service.
- Flexibility to travel.
- Flexibility to adjust hours and work the hours necessary to meet operating and business needs.
EDUCATION AND EXPERIENCE REQUIRED:
- Legal Practice Course with corporate electives only (corporate).
- Law Degree or Graduate Diploma in Law or similar.
- Minimum of four years of experience in a similar paralegal position.
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