Overview
Paralegal Jobs in New York, United States at Taylor Root
Title: Paralegal
Company: Taylor Root
Location: New York, United States
Primary Responsibilities
- Support attorneys in the preparation, execution, and management of counterparty trading documentation, including ISDAs, prime brokerage agreements, listed futures and options agreements, and securities lending/repurchase agreements
- Draft legal documents using established templates and precedents
- Maintain and update the firm’s library of legal templates and precedents
- Apply electronic signatures and manage document execution workflows
- Track negotiation status and maintain reporting with banks and brokers
- Maintain and update firm and fund information in industry utilities and databases (e.g., GMEI Utility, ISDA Amend, FIA Tech Ownership & Control, EGUS)
- Prepare and manage responses to KYC/AML requests, including oversight of third-party service providers
- Produce reports, charts, and summaries related to funds, counterparties, and legal documentation
- Administer document management processes, including categorization, storage, and retrieval
- Assist with maintaining the Legal Team’s knowledge base
- Provide overflow support to the fund and investments group within the legal team, including governance, fund formation/dissolution, and investment documentation as needed
Desired background
- Bachelor’s degree
- 4+ years of experience in a paralegal or legal operations role with hands-on exposure to trading documentation
- Strong understanding of legal entity structures and proper drafting of signature blocks
- Working knowledge of KYC/AML processes
