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New York, NYPosted Yesterday

Job Description

  • Organizing and maintaining a virtual data room for ongoing multi-billion dollar financing program and managing related due diligence processes, including organizing internal document collection and interfacing with outside counsel
  • Managing documentation and closing deliverables for financing program transactions (approximately 15-20 per year)
  • Assisting attorneys in preparing and finalizing updated materials for securities offerings
  • Overseeing execution of transaction documents, including managing signature processes and maintaining records of executed agreements
  • Coordinating submission of regulatory filings and reports
  • Preparing and maintaining transaction checklists and assisting with transaction closings and post-closing matters
  • Maintaining records of team transactions
  • Partnering with the head of Corporate Transactions to identify opportunities to improve and modernize how the team works — including evaluating legal technology tools, streamlining transaction workflows, and building more scalable processes
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    Paralegal, Sr. Specialist at Eagle Strategies LLC / New York Life Insurance Company | Renata