Senior Paralegal – Private Credit, Private Equity
Location
Minnesota
Posted
1 day ago
Salary
$73.7K - $136.8K / year
Seniority
Senior
Professional Certificate5 yrs expEnglish
Job Description
• Serve as a trusted legal partner to senior-level portfolio managers by clearly analyzing and explaining legal and operational considerations in a practical, business-oriented manner.
• Independently manage all aspects of transaction closings and fundings, including: Preparing purchaser information, Completing complex subscription agreements for multiple investor types, Facilitating and managing KYC diligence, Coordinating execution and funding logistics.
• Analyze sophisticated legal documents (e.g., note purchase agreements, indentures, limited partnership agreements, amendments, waivers) and summarize relevant key terms, identify issues, and drive resolution.
• Draft and negotiate a wide range of legal documents, including: Confidentiality agreements, Purchase and sale agreements governing secondary trades of private placements, Bond powers and certificates, Side letters with fund general partners.
• Proactively collaborate with internal and external stakeholders, anticipate needs, and continuously re-prioritize work in a fast-paced, transaction-driven environment.
• Stay current on industry trends, regulatory developments, and legal best practices; proactively identify risks and recommend process improvements.
• Demonstrate a strong “one-team” mindset by mentoring colleagues, supporting cross-training efforts, and contributing to special projects and temporary assignments as needed.
Job Requirements
- Paralegal certification with 5+ years of investments transactional experience , gained in a law firm and/or in-house environment at a registered investment adviser, insurance company, or similar financial institution.
- Subject matter expertise in private placement bond transactions , particularly physically-certificated Section 4(a)(2) offerings, and/or private equity or alternative investments.
- Strong working knowledge of: NAIC requirements and risk-based capital considerations, Federal and state securities and investment laws and regulations (e.g., Securities Act, Investment Advisers Act), General corporate law principles, applied in a practical, business-focused manner.
- Exceptional written and verbal communication skills, with the ability to project professionalism and independently negotiate and resolve complex issues.
- Advanced organizational skills and the ability to manage multiple high-priority transactions simultaneously.
- Proficiency in Microsoft Office and strong aptitude for learning new technology platforms and document management systems.
- Experience with: NAIC ratings processes, Cross-border tax implications and related filings, Foreign currency swapped private placements, Secondary trades, Regulation U and Sections 13/16 reporting requirements, Experience with AI-enabled tools and/or financial and legal platforms such as Clearwater, Snowflake, Privatei, HotDocs , or similar automation solutions.
Benefits
- Paid time off: We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what’s important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
- Leave programs: Securian’s flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
- Holidays: Securian provides nine company paid holidays.
- Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian’s 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
- Health insurance: From the first day of employment, associates and their eligible family members – including spouses, domestic partners and children – are eligible for medical, dental and vision coverage.
- Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
- Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including: Mental Wellness and Disability Pride at Securian Financial, Securian Young Professionals Network, Securian Multicultural Network, Securian Women and Allies Network, Servicemember Associate Resource Group.
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