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Senior Paralegal
| Company | Pacific Life |
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| Location | Newport Beach, CA, USA |
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| Salary | $100530 – $122870 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 5+ years relevant experience at a law firm or financial services organization.
- 4-year degree and paralegal certification from an accredited institution.
- Experience facilitating transaction closings and reviewing and negotiating non-disclosure agreements.
- Strong organizational and communication skills and meticulous attention to detail.
- Ability to work on multiple projects simultaneously and prioritize work streams effectively to meet competing deadlines in a fast-paced environment.
Responsibilities
- Collaborate with in-house attorneys, credit analysts, investment operations and outside counsel on all aspects of the investment transaction execution process.
- Review and analyze investment-related agreements, with a focus on fund investments, including subscription agreements and non-disclosure agreements.
- Prepare schedules to investment-related agreements, closing certificates and responses to due diligence and Know Your Customer requests.
- Assist in the development and implementation of best practices for transaction execution and document management.
Preferred Qualifications
- Paralegal certificate preferred
- Experience working on fund investment transactions, M & A, corporate finance, etc
- Technical knowledge, including Office 365 applications, Outlook, SharePoint, and Teams for email, calendar, and task management with experience in using these tools for efficient communication, document management, and collaboration — as well as the ability to streamline existing processes and improve efficiency using these tools.
