Skills:
- Strong organizational and time management skills, including the ability to work independently with minimal supervision and manage multiple, diverse projects concurrently
- Strong critical thinking and problem-solving skills.
- Strong writing and analytical skills.
- Strong computer skills (Excel and Adobe) and proficiency using Microsoft Office applications.
- Works well independently, with company colleagues and external vendors where necessary.
Purpose and Job Summary:
This is an excellent opportunity for candidates seeking a high level of responsibility to work closely with the real estate paralegal, account managers, and portfolio managers to deliver consistent and efficient legal support to institutional investors. In addition, the paralegal will assist Boston Financial, a wholly-owned subsidiary of a large public company, with its corporate compliance responsibilities.
Essential Duties & Responsibilities
- Create, qualify, maintain, and dissolve investment and corporate entities (corporations, limited liability companies, limited partnerships, and limited liability limited partnerships) and process vendor invoices regarding these entities (statutory representation, annual reports, good standing certificates, certified organizational documents, and formation and dissolution filings).
- Obtain EINs for new entities from the IRS and verify nonprofit status of third party entities.
- Draft formation and dissolution documents, annual reports, amendments to organizational documents, assignments and resolutions.
- Oversee annual report filings for approximately 1100 entities filed by our vendors.
- Maintain Boston Financial’s entity database and the electronic minute books for Boston Financial’s entities.
- Provide support to investment, refinancing, and disposition closings.
- Work professionally and harmoniously with team and coworkers.
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Other projects and duties as assigned.
Contacts
Boston Financial Production, Asset Management, Capital Transactions, Fund Management, Legal, Accounting, Treasury, and Tax teams, and external legal counsel.
Education, Skills, & Experience
Requirements
- Bachelor’s degree or equivalent in directly applicable experience and education
- Paralegal certification desired
- Minimum 5-6 years’ corporate paralegal experience
- Familiarity with affordable housing and LIHTC, preferred
- Strong analytical skills
- Strong Excel and Adobe skills
- Ability to plan, organize, and prioritize assignments and to meet critical and established deadlines. Ability to manage multiple assignments and transactions simultaneously
- Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities
- Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team
- Flexibility and ability to work under pressure with tight deadlines and constant interruptions. Ability to adjust priorities in a changing environment
Travel Requirements - 5%
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
Boston Financial Investment Management, LP and its parent company, ORIX USA, is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
Top Skills
What We Do
ORIX Corporation USA (ORIX USA) and our family of companies offer investment capital and asset management services to portfolio companies in the corporate, real estate, municipal finance and energy sectors. Drawing on this broad range of expertise, we deliver customized, flexible solutions across a wide variety of industries.
A Focus on Flexible, Forward-Thinking Financial Solutions. We look to not only meet our portfolio companies' immediate financial needs, but also to serve as a long-term partner, working with them through their business growth and changing market dynamics.