Corporate Transactions Fund Formations

FOLEY & LARDNER- MILWAUKEE • Milwaukee, WI • 2h ago

JOB REQUIREMENTS: Corporate Transactions & Fund Formations Paralegal
US-WI-Madison | US-IL-Chicago | US-WI-Milwaukee ID 2026-3459 Category
Legal Type Regular Full-Time FLSA Status Non-Exempt Scheduled Hours 40
Workplace Hybrid Overview Foley & Lardner LLP is a great place to work
because of what we do and how we do it. Here, your unique perspectives,
experiences, and abilities will be embraced and developed, so you can
excel. Being a part of Foley means having the opportunities and
resources necessary to gain experience, advance professional goals, and
forge meaningful connections. It\'s a place where you can build your
career and enjoy professionally satisfying work. We have over 2,300
people who are #HappyatFoley, and we think you will be too. Foley &
Lardner LLP is seeking an experienced Paralegal to support attorneys in
our Corporate and Fund Formation & Investment Management practice areas.
This position will involve significant contact with lawyers and
paralegals at the firm and requires strong interpersonal and
communication skills. The successful candidate must be a demonstrated
self-starter who is both highly organized and a team player.
Responsibilities Essential Functions Support attorneys with private
investment fund formation and related transactions, including but not
limited to: the formation of funds and their affiliated entities,
including limited partnership and limited liability company entities;
drafting and filing applicable formation certificates, tax
identification forms and elections and applicable initial governing
agreements; reviewing subscription agreements; tracking and following up
with submitting investors including supporting AML/KYC documentation and
related tax forms; analyzing federal and state securities laws
exemptions from registration and exemptions filings; preparing federal
Form D and applicable state securities filings; preparing and
distributing closing sets to investors, attorneys and clients. Support
transfer process for private investment fund sponsors from inception to
closing; facilitate transfer intake process, draft and review transfer
materials; manage closing of transfer including handling invoices and
post-closing client recordkeeping. Manage annual and periodic filings
for investment advisers to private investment funds. Support private
fund investment transactions such as primary and secondary investments;
organize transaction documents for attorney review; completion and
submission of investor onboarding materials; coordinate full execution
of legal agreements; and manage closing documents for client
recordkeeping and practice group knowledge management efforts. Assist
with organizing relevant documents related to private investment fund
formations and private fund investments; provide ongoing corporate
maintenance for private investment fund... For full info follow
application link. Affirmative Action/Equal Opportunity
Employer/M/F/Vet/Disabled. *** APPLICATION INSTRUCTIONS: Apply
Online: ipc.us/t/7E137D9602004D86 Qualified females, minorities, and
special disabled veterans and other veterans are encouraged to apply.

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