Paralegal – Investments (Confidential)
| Req Number: | 5S4KDC |
| Location: | New Haven, CT/Hybrid |
| Posted: | 3/31/2026 |
| Category: | Government/Not-For-Profit : Education |
| Job Type: | Permanent |
New Haven, CT/Hybrid | M/T/TH In Office | Friday Remote | Wednesday Optional
A highly respected mission-oriented investment organization is seeking an experienced Corporate / Investments Paralegal to join a small, sophisticated legal team supporting a complex investment portfolio.
This role is well-suited for a career paralegal with strong exposure to investment and transactional documentation, as well as corporate housekeeping and regulatory compliance, and a proven ability to manage workflows independently with efficiency and precision.
Key Responsibilities
- Prepare and coordinate investment onboarding and subscription documents, including KYC, AML, and related compliance materials
- Manage document workflows from draft through execution, ensuring accuracy, timely completion, and post-completion archiving
- Manage NDAs and various amendment requests using attorney-provided guidance
- Assist with compliance and capital markets workflows, and organize, maintain, and update associated records
- Maintain corporate and investment entity records
- Partner closely with attorneys and internal stakeholders to support investment operations
Ideal Background
- Experience as a corporate or investments paralegal
- Familiarity with subscription documents, KYC and AML documentation processes
- Experience with corporate housekeeping, such as board and shareholder resolutions
- Strong organizational and project management skills
- Detail-oriented, reliable, and comfortable operating with a high level of responsibility in a fast-paced team environment
Why This Role
- Exposure to sophisticated investment work in a stable, high-quality environment
- True career paralegal opportunity with long-term growth
- Thoughtful hybrid schedule balancing collaboration and flexibility
- Opportunity to be part of a world-class investments office which works to support a meaningful non-profit mission
Compensation range, base & bonus: $110,000-$125,000
510790739
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Korn Ferry shall provide equal employment opportunity to all qualified candidates, and will refer candidates without regard to race, color, religion, national origin, sex, age, disability, veteran status or any other legally protected basis. Artificial Intelligence tools may be used in connection with the recruitment process for this position.
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