Paralegal - Investments
Yale University
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Experience as corporate or investments paralegal. Accurate and error-free work product, thorough and detail-oriented, takes direction but also works autonomously, meets deadlines, and takes initiative. Principal Responsibilities 1. Maintains reference/client files, organizes and tracks investments and non-investments files for Investments Office attorneys. 2. Assembles know-your-customer (KYC), anti-money laundering (AML), Foreign Account Tax Compliance Act (FATCA) reporting and other compliance documentation. 3. Fills out investment subscription documents, incumbency certificates, state registration forms, powers of attorney, applications, notarizations and the like. 4. Organizes and updates in-house corporate documentation, including signature delegations, relevant authorizations and minute books; manages other corporate housekeeping matters, such as corporate registration fees for investment entities. 5. Checks legal forms and documents for accuracy; drafts legal documents including contracts, and other legal documents using templates. 6. Maintains compliance calendars and tracks projects and deadlines. 7. Co-ordinates within Investments Office and with other parts of the university as part of diligence production/review, internal analyses, responses to third party inquiries and the like. 8. Organizes, analyzes, cross-checks and validates information; summarizes agreements, and other documents. 9. Performs legal, statistical, documentary, factual, and records research. 10. Authors and signs correspondence that do not contain independent legal opinions or legal advice. 11. Manages and keeps track of legal invoices, generates summary reports. 12. Maintains reference materials/ law library. 13. Provides administrative support to Investments attorneys, and performs other duties as assigned.Required Education and Experience Bachelor’s degree and two years of related experience or the equivalent combination of education and experience. Job Posting Date 05/29/2026Job Category ProfessionalBargaining Unit NONCompensation Grade Administration & OperationsCompensation Grade Profile Associate (P4)Salary Range $0.00 - $0.00Time Type Full timeDuration Type StaffWork Model HybridBackground Check Requirements All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website. Health Requirements Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy. Posting Disclaimer Salary offers are determined by a candidate’s qualifications, experience, skills, and education in relation to the position requirements, along with the role’s grade profile and current internal and external market conditions.
Note Yale University is a tobacco-free campus.
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