Corporate Paralegal (Hiring Immediately)

New York City, NY

SUMMARY The Corporate Paralegal supports the Legal Department, focusing on fund compliance for the Company’s registered investment advisor (“RIA”), holistic fund platform support, corporate governance matters, and legal operations. This role will provide support through administration of compliance processes, governance support, document management, and special projects.

KEY RESPONSIBILITIES

Assist with administration of the Company's RIA’s fund compliance platform, including quarterly and annual reporting processes (with respect to both the RIA’s internal compliance procedures and any required SEC filings)

Coordinate quarterly valuation and expense allocation meetings, including scheduling, preparation of materials, and meeting minutes

Assist with monitoring of investment guidelines and restrictions, LP side letter reporting requirements, and other contractual reporting obligations

Maintain compliance records and document repositories

Prepare organizational documents, resolutions, consents, and other governance materials

Coordinate lender, vendor, investor, and financial institution Know Your Customer (KYC) requests and due diligence matters

Support attorneys with special projects and compliance initiatives related to the fund platform

Support the Corporate Secretary function through maintenance of governance records, minute books, and corporate documentation

Coordinate and fulfill Corporate Secretary certificate requests, quarterly legal due diligence inquiries, good standing certificate requests, and officer and director information requests

Assist with organization of Board and Committee materials, minutes, calendars, and related records

Coordinate execution of documents, signature collection, and corporate filings

Maintain legal department files and records, including Corporate Secretary documentation

Assist with processing wire transfer documentation, forms, and other legal administrative matters

Work with other members of the Legal Department on special projects and initiatives

TRAVEL No travel is expected for this position.

MINIMUM REQUIREMENTS

Experience: 3-5 years as a paralegal, legal assistant, compliance professional, or related legal operations role. Experience with corporate governance, entity management, private funds (including SEC rules and regulations applicable to RIAs), financial services, or compliance matters preferred.

Education: Associate’s or Bachelor’s degree in Legal Studies, Business, or related field; Paralegal Certification preferred.

Employment is contingent upon the successful completion of a background check, drug screening, and verification of employment, education, and other credentials relevant to the position.

COMPENSATION Salaries may vary by location. The range for this role in New York is $82,000 - $104,000 plus bonus. Final compensation determinations are made based on a variety of factors, including, but not limited to, the candidate’s individual experience, education, and skill level; business strategic priorities; primary office location; scope and anticipated strategic impact of the role.

BEQUIFITS

Competitive Base Salary + Annual Bonus

Generous Paid Time Off and Holidays

Employee Stock Purchase Program – purchase shares at a 15% discount

Employer-matching 401(k) Program + Profit Sharing Program

Student Debt Program – we’ll contribute up to $10,000 toward your student loans!

Tuition Assistance Program

Comprehensive and progressive Medical/Dental/Vision options

Welltower® Inc. (NYSE: WELL) is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada.

Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, review the Know Your Rights notice from the Department of Labor.

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