Legal Assistant / Paralegal – Capital Markets

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🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $85k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚖️ Legal Assistant

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Gresham Partners, LLC

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1998

💸 Finance

Finance • Wealth Management

Gresham Partners, LLC is a company that provides independent wealth management services. They focus on investment management, wealth planning, and family office services with an emphasis on independence and unconventional investment strategies. Gresham Partners believes in generating exceptional results by rejecting conventional wisdom and focusing on growing and protecting clients’ wealth. Their expertise in transferring wealth and meeting philanthropic goals highlights their commitment to personalized wealth planning solutions. With over 25 years of experience and $9 billion in assets under management, Gresham Partners is dedicated to simplifying the complexities of wealth for their clients.

📋 Description

• Ensure that new deal memos are prepared for new PT engagements; Liaise with PT Business and PT Finance teams as needed. • Support the PT Legal and PT Business teams in gathering all materials (financials, deal memos, etc.) and ensure timely submission to internal PT committees. • Maintain and update deal pipelines in Asana for Capital Markets, working with teams to ensure all parties and details are included (and updated) in the system. • Use Asana to automate workflows, ensuring that routine tasks and deal steps are tracked. • Liaise with PT Compliance for required deal information as needed. • Work closely with junior bankers and other team members to ensure that PT Control Room needs are fulfilled and approvals are properly logged into the system. • Enter parties into the PT Control Room. • Perform legal due diligence on active securitization transactions. • Collaborate with PT Technology and PT Compliance to improve the flow of legal information and data between systems like Asana and the PT Control Room. • Contribute to the optimization of legal workflows and collaborating with PT Legal teammates, ensuring that systems are integrated efficiently and that legal data is easily accessible across platforms.

🎯 Requirements

• 1–3 years of experience as a legal assistant or paralegal in a corporate or in-house legal setting; capital markets or financial services experience preferred but not required. • Eager, organized, responsible and intellectually curious, with a strong work ethic and the ability to thrive in a fast-paced environment. • Analytical thinker with strong problem-solving skills and excellent written and verbal communication. • Ability to manage multiple deals and priorities simultaneously, with high attention to detail. • Comfortable working closely with bankers, compliance teams, and external counsel to support deal execution. • High level of initiative; able to work independently with minimal supervision and meet tight deadlines. • Ability to travel to in-person trainings, employee events, and other business-related travel, as reasonably requested by the Company. • Candidates must be eligible to work permanently in the United States without sponsorship.

🏖️ Benefits

• Health Coverage • Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields) • Prescription Drug Plans • Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA) • Health Savings Account (HSA) • Vacation/Personal Days + Holidays • PT Retirement Mission-Driven Employee Stock Ownership Plan • Voluntary Life Insurance + Long-Term Disability Insurance • Discounted Fitness Memberships (Free membership for Chicago office) • Pre-Tax Commuter Benefits – Transit & Parking • Mental Health support through company provided Employee Assistance Program • Employee recognition programs (PT Rewards and Annual Awards)