Legal Compliance Specialist - Fund Formation - In-House Investment Firm Job at Considine Search, Santa Clara, CA

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  • Considine Search
  • Santa Clara, CA

Job Description

Job Description

Legal & Compliance Analyst

San Francisco, CA

A leading global investment firm based in San Francisco that makes concentrated, long-term investments in enduring technology businesses around the world is seeking to hire a Legal & Compliance Analyst to join its Legal & Compliance team.

Summary

Our client is looking for an intelligent, diligent, and hardworking person to fill the position of Legal & Compliance Analyst within their Legal & Compliance team. The person in this role will primarily support the day-to-day operations of the Legal team, helping ensure smooth and efficient processes.

Responsibilities

  • Support the legal team during deals by completing checklists, organizing and saving investment-related documentation, and updating relevant trackers.
  • Assist with fund management processes, including fund formation, dissolution, and other general corporate governance matters.
  • Respond to and process requests from portfolio companies in a timely manner.
  • Support the contract management lifecycle by assisting with the preparation, review, and negotiation of new and renewal contracts.
  • Assist in preparing responses to AML/KYC inquiries from vendors, portfolio companies, and limited partners.
  • Support legal billing processes by acting as a liaison for legal vendors, reviewing time entries, and processing invoices.
  • Collaborate with other Firm teams to complete both legal and legal-adjacent projects.
  • Exercise discretion and maintain confidentiality while handling sensitive legal and financial information.
  • Ensure accuracy and maintain attention to detail while handling legal documents and data.

Qualifications

  • 2+ year(s) of experience at an investment firm or law firm in a paralegal, legal operations, or similar role, preferably with experience working on deal, fund formation, regulatory, and/or related matters.
  • Intelligent, diligent, hardworking, responsible, and conscientious, with an ownership mentality.
  • Willingness and ability to take on diverse tasks, both large and small, with limited supervision, and to learn new areas outside of your immediate expertise.
  • Ability to manage multiple simultaneous workstreams and meet deadlines.
  • Excellent organizational and communication skills.
  • Enthusiasm for taking on increasing responsibility and more substantive work over time.
  • Bachelor’s degree or higher.
  • Authorized to work in the United States.

Additional Information

  • Full-Time Position
  • In-Office (Orinda, CA) or Hybrid Work Arrangement
  • September or October 2025 start date
  • In addition to offering a competitive salary, Firm offers a competitive benefits package, including medical, dental, and vision coverage; 401(k) with employer matching; Flexible Spending Account; and paid time off.
  • The base salary range for this position is $70,000.00-$120,000.00, annually, plus bonus, depending on factors including the candidate’s skills and experience and market conditions.

*Firm an equal opportunity employer and does not discriminate based on race, religion, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, status as an individual with a disability, or other applicable legally protected characteristics. Firm will consider for employment qualified applicants with arrest and conviction records in accordance with federal, state, and local laws, including the San Francisco Fair Chance Ordinance.

#LI-Hybrid

Job Tags

Full time, Contract work, Work at office, Local area, Immediate start, Flexible hours,

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