Paralegal

Allocate

Remote regions

US

Salary range

$90,000–$110,000/yr

Benefits

Unlimited PTO

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Regulatory Compliance:

  • Monitor and maintain compliance with relevant laws, regulations and industry standards.
  • Assist in the preparation and submission of regulatory filings, reports, and disclosures to regulatory authorities.
  • Draft, review, and maintain legal documentation.

Fund Formation:

  • Manage and assist with the formation of investment vehicles.
  • Assist with preparation and review of fund documentation such as limited partnership agreements.
  • Assist managing initial filings and incorporation.

Investor Relations:

  • Assist with investor onboarding, inquiries, and requests.
  • Assist with managing the review of subscription documentation.
  • Assist with client due diligence and transfer requests.

Allocate

Allocate is the intelligent operating system for private market investing. They help wealth advisors, institutional investors, and fund managers access curated opportunities, launch private vehicles, and manage portfolios without operational drag. They value a commitment to continuous improvement and civil discourse.

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