Fractional Paralegal (Advisor Network) Consulting Role at Arootah | Torre

Fractional Paralegal (Advisor Network) Consulting Role

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Freelance
Recurrent
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Remote (anywhere)
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Emma of Torre.ai
6 days ago

Responsibilities


Opportunity OverviewArootah engages a curated network of senior operators to support clients across the alternative investment industry, including hedge funds, private equity firms, and family offices. Advisors are deployed on project-based engagements when client needs match their expertise. Joining the network does not guarantee placement; it provides access to opportunities as they arise.Why Join the Arootah NetworkAlt-industry-only engagements with hedge funds, private equity firms, and family officesProject-based work that fits around existing commitmentsClient origination and engagement management handled by Arootah; advisors focus on deliveryWho We’re Looking ForArootah is seeking experienced Paralegals to consult with our diverse client base in the alternative asset management industry. As a consultant, you will provide expert legal support to our Alternative Asset Firm and Family Office clients. You will work closely with General Counsel, Chief Compliance Officers, and outside legal counsel to support fund formation, regulatory compliance, investor relations, and corporate governance matters.Core Areas of ExpertiseSupport fund formation and documentation, assisting with the preparation, organization, and filing of formation documents including LPAs, PPMs, Subscription Agreements, Side Letters, LLC Agreements, and offering materials for various fund structures.Manage investor onboarding and subscription processes, coordinating Know Your Customer (KYC) and Anti-Money Laundering (AML) documentation, reviewing subscription agreements, verifying accredited investor status, and maintaining investor records and databases.Coordinate regulatory filings and compliance matters, preparing and filing Form ADV, Form PF, Form D, Form 13F, state notice filings, and other regulatory submissions while tracking filing deadlines and maintaining compliance calendars.Assist with corporate governance and entity management, maintaining corporate records, organizing board materials, tracking entity registrations, coordinating annual filings, and managing corporate minute books and resolutions.Support contract review and vendor management, assisting with the review, organization, and tracking of service provider agreements, NDAs, employment agreements, consulting agreements, and other legal contracts.Conduct legal research and due diligence, researching regulatory requirements, securities laws, case law, and industry best practices to support legal decision-making and policy development.Coordinate with outside counsel, managing communications, document requests, billing review, and ensuring timely delivery of legal work product from external law firms and specialized advisors.Manage regulatory examinations and audits, organizing document productions, coordinating responses to SEC, FINRA, or state regulator requests, and maintaining examination files and correspondence.Maintain legal databases and document management systems, organizing and tracking legal documents, contracts, compliance records, and ensuring proper version control and document retention protocols.Assist with employment and HR legal matters, supporting the preparation of employment agreements, offer letters, separation agreements, and ensuring proper documentation of HR policies and procedures.Provide administrative support for legal functions, managing calendars, scheduling meetings, preparing presentations, tracking deadlines, and coordinating closings and signature processes.Support special projects including fund launches, mergers and acquisitions, regulatory investigations, policy implementations, and system transitions requiring legal coordination.What You BringMinimum of bachelor’s degree in Communications, Marketing, Finance, or Business Administration, or a related fieldA minimum of 5 years of professional experience in a similar role within an Alternative Investment Firm or Family OfficeExperience working with sophisticated institutional clientsDemonstrated analytical and quantitative skillsSuperb written and verbal communication skillsStrong team player with strong interpersonal skills necessary to interact with personnel across senior levels of the firmSelf-starter with strong project management and follow-through skillsExcellent interpersonal and customer service skillsEnjoys organizing and is extremely detail orientedEducation and work experiences that demonstrate proficiency to perform the variety of responsibilities describedImportant NoteThis opportunity is to join Arootah’s advisor network and is not tied to a specific active engagement. Advisors are engaged on an as-needed basis, based on client demand and fit.