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Paralegal Amendments

Confidential
Charlotte, NC Full Time
POSTED ON 8/5/2025 CLOSED ON 9/4/2025

What are the responsibilities and job description for the Paralegal Amendments position at Confidential?

Position Overview-ideally want someone from the investment world (and financial services) with NDA contracts or a large law firm. The clients here are large financial firms.


You will support the firm's Legal & Compliance Department in a variety of operational processes and projects, primarily focusing on the processing of amendment/legal action reviews proposed by client private markets fund managers. Technical and operational tools necessary to fulfill responsibilities will be supported by Portfolio Analytics & Reporting department.


Essential Job Functions

Responsibilities:

  • Review and analyze proposed amendments to private markets fund agreements (across asset classes)
  • Analyze proposed advisory board actions for private markets funds (across asset classes)
  • Coordinate communications with internal teams (Reporting, Research, Legal, Tax and Accounting)
  • Draft client recommendation memos
  • Review and negotiate Confidentiality / Non-Disclosure Agreements
  • Assist the Legal team with completing and executing most favored nation (MFN) elections, right of first refusal (ROFR) elections, follow-on elections and other fund liquidity elections
  • Participate in the formulation and implementation of process improvements and technology solutions to optimize efficiency, with an emphasis on Legal & Compliance operations functions

Personal Skills:

  • Utilize effective time management skills to maintain a commitment to quality and attention to detail; ensure that all work is completed accurately and on time
  • Professionally communicate with all levels of staff, internal and external
  • Foster a sense of teamwork, assisting others when needed/required
  • Flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate
  • Have a strong sense of integrity, behaving consistently with expressed values and ethical principles
  • Focus on specific goals and demonstrate a sense of personal growth, accountability and urgency for achieving results

Education and Work Experience Requirements:

  • Four-year college degree
  • One year of paralegal or legal administrative experience
  • Experience in financial services (preferably private markets) and/or operational due diligence is a plus

Salary : $80,000 - $90,000

Paralegal
Marcari, Russotto, Spencer & Balaban -
Charlotte, NC

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