Fractional Paralegal – Advisor Network

This is a fully remote position, open to applicants in United States.

📋 Description

• Arootah collaborates with a selective network of senior operators to assist clients within the alternative investment sector, comprising hedge funds, private equity firms, and family offices.

• Advisors are engaged on a project-by-project basis, aligning their expertise with client requirements.

• Becoming part of the network does not ensure placement; it grants access to opportunities as they arise.

• Provide support in fund formation and documentation, aiding in the preparation, organization, and submission of formation documents such as LPAs, PPMs, Subscription Agreements, Side Letters, LLC Agreements, and offering materials for various fund structures.

• Oversee investor onboarding and subscription processes, managing Know Your Customer (KYC) and Anti-Money Laundering (AML) documentation, reviewing subscription agreements, verifying accredited investor status, and maintaining investor records and databases.

• Coordinate regulatory filings and compliance matters, preparing and submitting Form ADV, Form PF, Form D, Form 13F, state notice filings, and other regulatory documents while monitoring filing deadlines and upholding compliance calendars.

• Assist with corporate governance and entity management, maintaining corporate records, organizing board materials, tracking entity registrations, coordinating annual filings, and managing corporate minute books and resolutions.

• Support contract review and vendor management, aiding in the review, organization, and monitoring of service provider agreements, NDAs, employment agreements, consulting agreements, and other legal contracts.

• Conduct legal research and due diligence, investigating regulatory requirements, securities laws, case law, and industry best practices to facilitate legal decision-making and policy development.

• Collaborate with outside counsel, managing communications, document requests, billing review, and ensuring timely delivery of legal work products from external law firms and specialized advisors.

• Oversee regulatory examinations and audits, organizing document productions, coordinating responses to requests from the SEC, FINRA, or state regulators, and maintaining examination files and correspondence.

• Maintain legal databases and document management systems, organizing and tracking legal documents, contracts, compliance records, while ensuring proper version control and document retention protocols.

• Assist with employment and HR legal matters, supporting the drafting of employment agreements, offer letters, separation agreements, and ensuring accurate documentation of HR policies and procedures.

• Provide administrative support for legal functions, managing calendars, scheduling meetings, preparing presentations, tracking deadlines, and coordinating closings and signature processes.

• Contribute to special projects such as fund launches, mergers and acquisitions, regulatory investigations, policy implementations, and system transitions requiring legal coordination.

⛳️ Requirements

• A minimum of a bachelor’s degree in Communications, Marketing, Finance, Business Administration, or a related field.

• At least 5 years of professional experience in a comparable role within an Alternative Investment Firm or Family Office.

• Experience with sophisticated institutional clients.

• Proven analytical and quantitative abilities.

• Excellent written and verbal communication skills.

• A strong team player with exceptional interpersonal skills necessary for interaction with personnel at senior levels within the firm.

• A self-starter with robust project management and follow-through capabilities.

• Outstanding interpersonal and customer service skills.

• A passion for organization and a keen attention to detail.

• Education and work experience that demonstrate the capability to handle the diverse responsibilities outlined.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Opportunities for professional development and growth.

• Comprehensive health and wellness benefits.

• Flexible work arrangements.