Paralegal - Real Estate
StepStone Group, Charlotte, NC, United States
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview You will be responsible for supporting asset management/investment and entity management matters and assisting attorneys within the StepStone Legal team, primarily supporting the Real Estate asset class and secondarily the Infrastructure & Real Assets asset class. You will also be involved in instituting best practices and improving processes and procedures with respect to various legal, compliance and operational initiatives. You will initially report into the Head of Legal, Real Estate and be an integral member of the StepStone Legal team.
Essential Job Functions
Assist the Legal team in all phases of investment transactions from inception to closing, including coordination of communications within and outside the firm, document preparation, entity formation, closing mechanics and post-closing administration
Coordinate legal and regulatory review of private funds to be presented to investment committees; assist with due diligence and management of data rooms
Complete and review AML/KYC and FATCA/CRS profiles for firm-sponsored funds and firm clients/investors
Lead the process of completing subscription and related documents for private markets fund investments, co-investments, direct investments and secondary investments, including all related KYC and AML requests from counterparties; manage all communication between StepStone and the relevant counterparties
Negotiate confidentiality agreements
Review and complete documentation for transfers in firm-sponsored funds as well as investment transfers for warehousing or reallocation purposes
Organize and maintain legal closing documents and other corporate records
Organize and appropriately handle/file legal documents and sensitive, confidential information and ensure action/attention required is addressed
Gather data and compile various reports for legal team
Partner with attorneys with respect to invoice management and other legal operations matters
Work on special projects from time to time as appropriate and subject to availability (e.g. process efficiencies)
Own and manage transaction checklists and closing timelines across multiple concurrent investments
Education and/or Work Experience Requirements
Undergraduate university degree is required
2+ years’ prior paralegal and/or funds operational experience is required, preferably with some portion relating to private markets (private equity, real estate private equity, infrastructure private equity, venture capital or hedge funds) either in a law firm or asset management firm
Required Knowledge, Skills, and Abilities
Possess excellent communication skills, both verbally and in written form; proficiency in the use of electronic document databases and filing systems software and other office equipment is required
Utilize effective time management skills to maintain a commitment to quality and attention to detail; ensure that all work is completed accurately and on time
Other Attributes
Professionally communicate with all levels of staff, internal and external
Highly organized individual who is detail‑oriented, logical, able to multi‑task and committed to meeting deadlines with limited supervision
Strong process improvement orientation; project management skill sets
High level reasoning and ability to make common sense decisions tempered by knowledge, often under difficult time constraints
Foster a sense of teamwork, assisting others when needed/required; work collaboratively with paralegals/attorneys supporting other asset classes to share best practices
Flourish in a challenging, fast‑paced, and professional environment with frequent shifts in priorities as business needs dictate
Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of StepStone
Focus on specific goals and demonstrate a sense of personal growth, accountability and urgency for achieving results
Ability to work independently with limited supervision while maintaining high standards of accuracy and judgment
#LI-Hybrid
Equal Employment Opportunity Statement At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Candidates must be at least 18 years old to apply.
Developing People at StepStone Developing People at StepStone
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Position Overview You will be responsible for supporting asset management/investment and entity management matters and assisting attorneys within the StepStone Legal team, primarily supporting the Real Estate asset class and secondarily the Infrastructure & Real Assets asset class. You will also be involved in instituting best practices and improving processes and procedures with respect to various legal, compliance and operational initiatives. You will initially report into the Head of Legal, Real Estate and be an integral member of the StepStone Legal team.
Essential Job Functions
Assist the Legal team in all phases of investment transactions from inception to closing, including coordination of communications within and outside the firm, document preparation, entity formation, closing mechanics and post-closing administration
Coordinate legal and regulatory review of private funds to be presented to investment committees; assist with due diligence and management of data rooms
Complete and review AML/KYC and FATCA/CRS profiles for firm-sponsored funds and firm clients/investors
Lead the process of completing subscription and related documents for private markets fund investments, co-investments, direct investments and secondary investments, including all related KYC and AML requests from counterparties; manage all communication between StepStone and the relevant counterparties
Negotiate confidentiality agreements
Review and complete documentation for transfers in firm-sponsored funds as well as investment transfers for warehousing or reallocation purposes
Organize and maintain legal closing documents and other corporate records
Organize and appropriately handle/file legal documents and sensitive, confidential information and ensure action/attention required is addressed
Gather data and compile various reports for legal team
Partner with attorneys with respect to invoice management and other legal operations matters
Work on special projects from time to time as appropriate and subject to availability (e.g. process efficiencies)
Own and manage transaction checklists and closing timelines across multiple concurrent investments
Education and/or Work Experience Requirements
Undergraduate university degree is required
2+ years’ prior paralegal and/or funds operational experience is required, preferably with some portion relating to private markets (private equity, real estate private equity, infrastructure private equity, venture capital or hedge funds) either in a law firm or asset management firm
Required Knowledge, Skills, and Abilities
Possess excellent communication skills, both verbally and in written form; proficiency in the use of electronic document databases and filing systems software and other office equipment is required
Utilize effective time management skills to maintain a commitment to quality and attention to detail; ensure that all work is completed accurately and on time
Other Attributes
Professionally communicate with all levels of staff, internal and external
Highly organized individual who is detail‑oriented, logical, able to multi‑task and committed to meeting deadlines with limited supervision
Strong process improvement orientation; project management skill sets
High level reasoning and ability to make common sense decisions tempered by knowledge, often under difficult time constraints
Foster a sense of teamwork, assisting others when needed/required; work collaboratively with paralegals/attorneys supporting other asset classes to share best practices
Flourish in a challenging, fast‑paced, and professional environment with frequent shifts in priorities as business needs dictate
Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of StepStone
Focus on specific goals and demonstrate a sense of personal growth, accountability and urgency for achieving results
Ability to work independently with limited supervision while maintaining high standards of accuracy and judgment
#LI-Hybrid
Equal Employment Opportunity Statement At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Candidates must be at least 18 years old to apply.
Developing People at StepStone Developing People at StepStone
#J-18808-Ljbffr