Paralegal - Investments

Location

265 Church Street, New Haven, Connecticut

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$55,000.00 - $85,000.00

The Paralegal will assist and provide a range of legal and administrative support to five attorneys and other professional staff in the Investments Office, working closely with one other paralegal.

• Proficient in Microsoft Office Suite products.
• Strong administrative and organizational skills.
• Good written and oral communication skills.
• Good interpersonal skills.

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.

• 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.

01/26/2026

Professional

NON

Administration & Operations

Associate (P4)

Full time

Staff

Hybrid

Haven, Connecticut

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 visit “Learn about background checks” under the Applicant Support Resources section of Careers on the It’s Your Yale>

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.

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.

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should…