Fund Formation Case Assistant (Law Firm Experience)

Company: SourcePro Search
Location: San Francisco
Posted on: April 2, 2026

Job Description:

SourceProSearch are conducting a search for a Fund Formation Case Assistant with experience supporting emerging company and venture fund matters. The role requires billing a minimum of 1,600 hours annually. The ideal candidate will provide paralegal support to attorneys and paralegals and perform administrative duties as assigned. What You'll Do: • Assist with emerging company and venture fund work including: Preparation and maintenance of organizational documents Preparation of partnership and limited liability company agreements Preparation of side letters, transfer agreements, admission agreements and other amendments Conducting investor suitability due diligence • Assist with research of Federal and State securities regulations in connection with fund formations • Assist with the preparation and filing of requisite notices • Assist with due diligence review of documents and with the preparation of opinions and backup in connection with fund formation • Assist with SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios • Bill a minimum of 1600 hours annually • Turn in time sheets, e-timelogs and fulfill other administrative duties in a timely fashion • All other duties as assigned or required What You'll Bring: • Bachelor’s Degree • Paralegal Certificate • Available to work overtime, as required • After orientation, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications • Ability to work independently and as part of a team in a fast-paced environment for multiple supervisors, meet deadlines and maintain flexibility with work assignments (including changes in attorney/paralegal assignments) and work schedules • Ability to organize and prioritize work assignments as well as delegate tasks to service departments when necessary • Possess excellent written, communication and proofreading skills with attention to detail • Ability to work well with others, including clients • Ability to work well under pressure • Must demonstrate initiative, diplomacy and tact • Reliable, committed and punctual https://sourceprosearch.com/

Keywords: SourcePro Search, Tracy , Fund Formation Case Assistant (Law Firm Experience), Accounting, Auditing , San Francisco, California