Paralegal, Capital Markets

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

📋 Description

• Collaborate closely with our legal and capital markets divisions.

• Manage the closing and administration of intricate financing transactions, including warehouses and ABS deals.

• Work in coordination with both external and internal teams to ensure smooth transaction execution.

• Prepare basic legal documents such as amendments and entity formation paperwork.

• Assist with ongoing transaction compliance, which includes tracking covenants and filing UCC financing statements as well as managing renewals.

⛳️ Requirements

• A minimum of 5 years of experience as a paralegal, with at least 2 years specializing in banking, capital markets, or structured finance.

• In-depth knowledge of entity formation and maintenance.

• Proficient in Word, Adobe, DocuSign, and iManage or another document management system.

• Outstanding organizational skills with the capability to handle multiple transactions simultaneously under tight deadlines.

🏝️ Benefits

• Competitive salary, including base pay, bonus opportunities, and annual equity grants that vest quarterly.

• Retirement benefits to assist you in planning for the future, featuring a 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually (USD in the US, CAD in Canada).

• Employee Stock Purchase Plan (ESPP) providing discounted stock purchase options for eligible employees (US only).

• Extensive health coverage designed to support you and your family, including medical, dental, vision, and wellness resources for the US, along with supplemental health coverage for Canada.

• Health Savings Account contributions from Upstart for eligible plans (US only).

• Income protection benefits, including life insurance and disability coverage for added financial security.

• Paid time off, sick leave, and company holidays, in accordance with local regulations.

• Paid family and parental leave to assist with caregiving and significant life events (duration varies by country).

• Family-focused benefits to support fertility, parenthood, and caregiving needs.

• Employee Assistance Program (EAP) providing mental health support and life-centered resources.

• Financial wellness resources, including access to financial planning tools and a financial concierge service (US Only).

• Annual wellness allowance to promote your physical and emotional well-being and personal development, tailored to what matters most to you.

• Annual productivity allowance to invest in the necessary tools and resources to excel in your work, regardless of your location.

• Opportunities for connection and community through team events, all-company updates, and employee resource groups (ERGs).

• Onsite perks, such as catered lunches and fully stocked micro-kitchens when working from one of our offices in the Bay Area, Austin, Columbus, and New York City (opening Summer 2026!).