Administrative Support

Legal Assistant – Alternative Investments

Friedman Williams

Legal Assistant – Alternative Investments

Job ID: 14934

This position provides legal assistant support to the attorneys in the Alternative Investments practice.


• Provide guidance on best practices and firm policies for Associates within the practice

• Conduct and compile research, maintain/update working group lists and organize due diligence documents

• Maintain and update deal closing checklists

• Create and maintain transaction deliverables tracking systems and related timelines

• Prepare and distribute signature packets to deal participants

• Draft form documents/correspondence for deal participants

• Draft letters to clients and other counsel

• Prepare Uniform Commercial Code (UCC) filings, order lien searches and stay abreast of regulations relating to Article 9 of the UCC

• Assist with the creation of corporations and limited liability companies, including preparation of formation documents, ordering searches and overseeing all filing requirements and maintenance obligations

• Validate and process vendor invoices in a timely manner

• Prepare responses to auditor requests

• Maintain and update case contact information

• Notarize documents, assist with notary authentication and apostilling/consularization of documents

• Review and proofread legal documents (grammar/punctuation, definition/cross reference checks and book reads)

• Assist with the EDGAR filing process

• Assist with closings, draft and review closing checklists and prepare closing binders in electronic and paper format for distribution

• Load and organize closing sets and deal documents in relevant databases

• Coordinate legal assistant assignments and workflow within the practice

• Mentor new legal assistants in the Alternative Investments practice

• Other responsibilities as they may be assigned from time-to-time


• A 4-year college degree is required

• At least 4 years of experience in the CLO market strongly preferred

• Strong client service and demonstrated written and oral communication skills

• Ability to handle and complete multiple projects simultaneously with minimal supervision

• Strong organizational skills and an ability to prioritize

• Ability to meet deadlines and work well under pressure

• Strong attention-to-detail, spelling and grammar skills

• Ability to think critically and analytically, and exhibit sound judgment

• Effective and proactive team player

• Flexible and available to work overtime as needed (includes evening and weekend)

• Strong computer skills and proficiency in Microsoft Office (Word, Excel and PowerPoint) and Adobe Acrobat

• Become a notary public within the first 6 months of employment

• Available to report to work on regularly scheduled days and at the scheduled hour

Tagged as: Legal Assistant - Alternative Investments