Paralegal - Company Secretary

Paralegal - Company Secretary
Region: Luxembourg
Required experience: 4 years
Environment: Company
Contract: Permanent position (Full-time)

Company description

Oaktree is a leader among global investment managers specializing in alternative investments, with $183 billion in assets under management as of September 30, 2023. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,200 employees and offices in 21 cities worldwide.


Scope and Responsibilities 

The Paralegal/Company Secretary will be a member of our global legal department embedded in the Luxembourg legal team.  He/She will mainly work with a group of LA based attorneys, paralegals and legal assistants on matters related to the formation and closings of investment funds, investments made by the funds, review and negotiation of various agreements related to corporate and fund activities, provide support to business groups and other corporate matters. 

Responsibilities will include:

  • Assisting attorneys in setting up and closing investment funds, including reviewing subscription agreements and client account questionnaires for accuracy and completeness; maintaining an on-line database for fund documents; obtaining documentary requirements from investors, reviewing “world sky” requirements with legal counsel, compiling closing documents and other fund closing related matters
  • Responding to “know your customer” requests from Oaktree counterparties and collecting documents in connection with such requests and deal related matters
  • Assisting with U.S. and non-U.S. regulatory filings and document production for legal proceedings
  • Handling corporate and fund-related responsibilities that may include maintaining standing signature resolutions, assisting in legal entity formation and maintenance, assisting in private placement compliance in non-U.S. jurisdictions and supporting other legal personnel with respect to process and procedure improvements
  • Drafting, reviewing, and negotiating certain documents, including confidentiality agreements, access letters, service provider and vendor agreements and fund transfer documents
  • Collaborating with and providing backup support for other team members, as necessary; and other matters in connection with special projects that arise from time to time.

Experience required

  • 4+ year’s Paralegal or Corporate Secretarial experience. Working in the investment management industry or in fund administration
  • Experience in fund formation required
  • Strong negotiation and communication skills
  • Fluent in English (verbal/written) on a business level is a must 
  • Careful reviewer of documentation
  • Outstanding analytic and organizational skills

Personal attributes

The successful candidate for the Paralegal/Company Secretarial role will possess:

  • An outstanding initiative, attention to detail and a strong work ethic
  • Excellent written and oral communication skills
  • Be willing to work with others in a collaborative team setting
  • Ability to work independently without close supervision
  • Take ownership of tasks and projects
  • Be willing to work overtime as needed
  • Possess strong problem-solving skills with thoughtful escalation management 
  • Feel comfortable negotiating agreements with third parties
  • Possess strong integrity and professionalism.

Education

 Bachelor’s degree

 Paralegal, ICSA, CGI or ILA certification a plus

Equal Opportunity Employment Policy

Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.

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