Paralegal - Investment Management

Posted 6 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
Junior
Information Technology • Legal Tech
The Role
Supports attorneys with business formations, contracts, subscription documents, AML/KYC processes, investor intake, due diligence, securities filings, and legal research. Reviews and organizes agreements, prepares Form D and state blue sky filings, tracks billable time, monitors investment management regulations, and assists with client communications and legal content. The role is hybrid in-office four days weekly and requires overtime.
Summary Generated by Built In
This non-exempt employee will assist attorneys in accomplishing clients’ goals by using organizational, analytical and communication skills. In this role, the employee is expected to play a pivotal role in supporting attorneys as they serve clients in business formations, contract matters, as well as the preparation of subscription documents, AML/KYC processes, investor intake and due diligence, securities filings and other business law related issues. As an Investment Management Paralegal, you will play a vital role in supporting our attorneys, working closely with clients, and handling various legal tasks related to investment management matters.

Essential Duties

  • Assist attorneys in support of business formations and contract matters as well as the preparation of subscription documents, AML/KYC processes, investor intake and due diligence, securities filings and other business law related issues.
  • Prepare and handle Form D and state blue sky filings as well as other related securities filings.
  • Assist in the preparation of legal documents such as identifying and gathering information and drafting necessary paperwork on behalf of investors and on behalf of sponsors in the investor intake and due diligence process.
  • Review, organize, and manage various business contracts and agreements, such as partnership agreements, operating agreements, subscription documents, AML/KYC and more.
  • Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.
  • Stay updated on changes in investment management rules and regulations to provide accurate and up-to-date support to attorneys and clients and assist in drafting client alerts.
  • Work closely with paralegals, legal assistants, other attorneys, as required.
  • Accurately track and record time billed on claim-related tasks, meeting monthly goals following the initial training period.

Other Duties

  • Assist attorneys with speeches and articles.
  • Attend CLE and courses to expand knowledge of substantive law.
  • Perform other related duties as needed or assigned.

Reporting Relationship

Reports directly to the Office Administrator and to the assigned attorneys.

 

Qualifications

Knowledge/Experience:

  • Either a bachelor’s degree or 2+ years of experience as a paralegal assisting with business matters or similar experience in the legal services industry, along with an ABA paralegal certificate.
  • Should be familiar with effective administrative processes and possess the ability to manage a multitude of tasks and deals simultaneously.

Skills:

  • Must possess strong writing skills, with the ability to communicate in a clear, logical, and grammatically correct manner and the ability to conduct legal research and translate difficult concepts into simple terms.
  • Strong computer skills including comfort with Microsoft Word and other Microsoft Office products.
  • Comfortable interacting and communicating with  team member internally, clients and court personnel directly.
  • Must be able to meet deadlines. Excellent organizational skills. Adept to working independently or collaboratively within a team.

Education:

A bachelor’s degree or paralegal certification from an ABA approved school.


Physical Demands

Must be able to move around the office up to 15% of the time to make copies, fax, file, etc. Remains stationary at least 75% of the time. This position constantly operates, computers and other office productivity machines (e.g., fax machine, copier, printer, etc.). Occasionally required to move documents or files weighing up to 15 lbs. This position requires constant communication and exchange of information with the Firm attorneys, clients, and staff. This position must be able to inspect and observe information on a computer screen at least 80% of the time.


Working Conditions

Hybrid in office (4 days per week). Overtime Required.

At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.

Haynes and Boone is one of the largest law firms in Dallas, and it continues to grow. In 2023, Haynes and Boone moved its headquarters to a new 27-story office tower in the Harwood District of uptown Dallas. Lawyers in our Dallas office serve all the firm’s practice and industry areas – including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. Our Dallas lawyers are widely recognized in their practice areas in publications such as The Best Lawyers in America directory (Woodward/White, Inc.) and the Chambers USA legal directory (Chambers & Partners). This office attracts high-energy, technically proficient people who enjoy working in a collegial environment. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.

Skills Required

  • Bachelor's degree or 2+ years of paralegal experience assisting with business matters or similar legal services experience
  • ABA-approved paralegal certificate if qualifying through paralegal experience rather than a bachelor's degree
  • Strong writing, communication, organizational, analytical, and legal research skills
  • Ability to manage multiple tasks and deals simultaneously
  • Strong computer skills, including Microsoft Word and Microsoft Office products
  • Ability to meet deadlines and work independently or collaboratively
  • Ability to communicate with attorneys, clients, team members, and court personnel

Haynes and Boone, LLP Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Haynes and Boone, LLP and has not been reviewed or approved by Haynes and Boone, LLP.

  • Wellbeing & Lifestyle Benefits — The firm’s HB Well program provides access to counseling/coaching, mindfulness and resiliency resources, and fitness discounts, with onsite amenities supporting physical health. Feedback suggests these structured wellness offerings are accessible to employees and their families.
  • Parental & Family Support — Caregiver navigation support and recognition as family‑friendly signal a supportive stance for parents and caregivers. Feedback suggests inclusion networks and flexible policies help employees manage family responsibilities.
  • Career-Linked Recognition & Rewards — Inclusion & Engagement efforts can earn a special annual bonus, with credited hours counting toward billable thresholds. Feedback suggests pro bono and inclusion work receive tangible recognition alongside core performance.

Haynes and Boone, LLP Insights

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The Company
HQ: Dallas, TX
1,424 Employees
Year Founded: 1924

What We Do

Haynes Boone, is an international corporate law firm with 19 offices, spanning Texas, New York, California, Charlotte, Chicago, Denver, Virginia, Washington, D.C., London, Mexico City and Shanghai, providing a full spectrum of legal services in energy, technology, financial services and private equity. With about 650 lawyers, Haynes Boone is ranked among the largest U.S.-based firms by The National Law Journal, The American Lawyer and The Lawyer. It was recognized in the BTI Consulting Group’s 2022 “A-Team” report, which identifies the law firms that in-house counsel commend for providing superior client service. The firm is also recognized as a leader in DEI initiatives. It achieved Mansfield Rule 5.0 certification in 2022 after completing a rigorous 12-month collaboration with Diversity Lab.

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