Private Funds and Investment Management Paralegal

Croke Fairchild Morgan & Beres, LLC

Status
Closed
Location
Illinois-Chicago
Description
We are seeking a talented and energetic paralegal with at least 3 years’ experience supporting the Private Funds and Investment Management attorneys in the representation of private equity funds, hedge funds, venture capital funds, real estate funds, and other investment vehicles. This role involves assisting with fund formation, investor closings, regulatory filings, and ongoing fund maintenance. The paralegal works closely with partners, associates, and clients to ensure smooth execution of legal and business matters. Key Responsibilities Assist with the formation and organization of private funds and related entities, including drafting formation documents, partnership agreements, operating agreements, and subscription documents. Manage investor onboarding and closing processes, including tracking investor commitments, preparing closing binders, and maintaining investor records. Support attorneys with regulatory and compliance filings (e.g., Form D, Form ADV, Blue Sky filings, FATCA/CRS, beneficial ownership reporting). Maintain and update fund management databases and corporate records, including capitalization tables, minute books, and investor ledgers. Coordinate with service providers such as fund administrators, auditors, and compliance consultants. Conduct legal research related to investment management, securities laws, and fund regulations. Prepare draft correspondence, certificates, and other corporate governance documents. Assist with ongoing fund operations, including amendments, investor communications, and dissolution processes. Ensure all documentation is executed properly, filed, and stored in accordance with firm policies. Requirements Bachelor’s degree or equivalent experience required; paralegal certification preferred. 3+ years of experience as a paralegal in private funds, investment management, or corporate law (law firm or in-house asset management setting). Strong knowledge of private fund structures, securities regulations, and investment management practices. Excellent organizational skills with the ability to manage multiple transactions and deadlines. Strong attention to detail and problem-solving abilities. Proficiency with legal research tools, Microsoft Office Suite, and document management systems. Ability to work independently and collaboratively in a fast-paced environment. Preferred Skills Experience with investor portals and fund management software. Familiarity with SEC, CFTC, and state securities regulatory frameworks. Comfort working with sophisticated institutional investors and complex fund structures. Benefits Croke Fairchild contributes to voluntary medical, dental, and vision plans. Offers FSA, HSA, and commuter benefits. Firm-paid STD & LTD. Retirement savings plan. Unlimited paid time off days. Croke Fairchild is WBE Certified and a member of the National Association of Minority and Women-Owned Law Firms (NAMWOLF). We are an Equal Employment Opportunity Employer. It has been and will continue to be a fundamental policy of CFDB not to discriminate on the basis of race, color, creed, religion, gender, gender identity, pregnancy, marital status, partnership status, domestic violence victim status, sexual orientation, age, national origin, alienage or citizenship status, veteran or military status, disability, medical condition, genetic information, caregiver status, unemployment status or any other characteristic prohibited by federal, state and/or local laws. This applies to all employment decisions. About Us Croke Fairchild Duarte & Beres is a growing law firm headquartered in Chicago, with a team of over 100 attorneys. Our firm was founded by partners from preeminent international law firms and is built on a deep bench of experienced corporate lawyers and litigators. CFDB provides exceptional legal services while maintaining an agile, entrepreneurial, and results-oriented approach. Our core values—humility, respect, collaboration, partnership, and innovation—guide everything we do. Point of Difference Strategies is one of the largest lobbying and government affairs firms in Illinois. With offices in Chicago and Springfield, PoDS offers top-tier government affairs and lobbying services at the federal, state, and local levels. PoDS proudly serves a diverse client base, including local governments, trade organizations, Fortune 100 companies, and nonprofits. Croke Fairchild Duarte & Beres and Point of Difference Strategies partner in providing the best, most comprehensive legal and government affairs services to their clients. Compensation Base salary of $70,000 to $110,000 depending on experience with a discretionary annual bonus opportunity Contact: recruitment@crokefairchild.com
Posted
Updated
Closed
Position
Paralegal
Practice Areas
Corporate
Specialties
Investment Funds, Investment Management
Experience
3+ years
Employer Type
Law Firm