Legal Professional (Paralegal)

Legal Professional (Paralegal) – Southlake, TX

Position Snapshot:

This position will assist Trinity Investors (the "Company") and its affiliates TPEG Securities (B/D) and TIFA (RIA), in managing the workflow of its new and existing investments. The ideal candidate will possess a strong understanding of legal documentation skills, demonstrate leadership qualities, and have experience working within a law firm's corporate practice group or in-house at a private equity firm.

Candidate must be able to work in-person at the Southlake, TX office. The Company will consider partially remote and/or flexible schedule arrangements for qualified candidates.

Key responsibilities will involve preparing legal documents such as subscription agreements, private placement memoranda, fund formation agreements, and related documents, managing corporate records, coordinating with stakeholders, and ensuring compliance with securities laws and regulatory filings. The role requires strong organizational skills, attention to detail, proficiency with software, and the ability to work effectively in a fast-paced environment.

This position reports to the Compliance Associate and works directly and indirectly with the Investments, Accounting, and Client Relations teams at the Company.

Required Qualifications, Education, and Experience:

• Undergraduate degree in a relevant field
• Minimum 3 years' previous project coordinating experience; previous private equity, financial services, or compliance experience is highly beneficial; paralegal skills is a plus
• Ability to work effectively both independently and as part of a team
• Excellent written and verbal communication skills
• Ability to manage multiple concurrent projects of varying sizes and complexity with minimal oversight
• Ability to oversee internal and external resources, and escalate to management as needed
• Ability to understand applicable compliance laws and regulations, analyze their effect on business practices, and work with key stakeholders, as needed, to clarify requirements and address related issues
• Strong attention to detail and accuracy
• Software skills - Excel, Word, PowerPoint, and Outlook software required; Juniper Square experience is a plus
• Must have the ability to self-direct work and exercise independent judgment to formulate and implement solutions

Essential Functions:

• Support the Compliance, Investments, Accounting, and Client Relations teams during the entire lifecycle of an investment transaction, from inception to closing and post-closing administration
• Assist in drafting, reviewing, and proofreading various legal documents, such as fund formation documents and investment agreements
• Assist in preparing and submitting regulatory filings, including SEC disclosures and Form D filings
• Respond to requests and inquiries from regulatory bodies
• Manage due diligence and deal approval process; interact with both the Trinity investment and Accounting Team
• Manage external counsel review of investment documents
• Manage the process of assignments and transfers of investments
• Building on the candidate's experience at prior companies or firms, and in conjunction with the Compliance, Investments, and Client Relations teams, create, implement, and maintain a system for managing the lifecycle of an investment transaction, with the goal of improving internal and external efficiencies, tracking the status of each step in the process, and creating better workflows and smoother transactions overall

Compensation and Benefits:

Compensation will be commensurate with experience.

Work Environment, Physical Factors, and Other Special Requirements

The work environment characteristics described here are representative of those the employee will encounter while performing the essential functions of this job. Work is performed in an office environment and the noise level is moderate.

To perform this job successfully, the employee is frequently required to remain in a stationary position. Daily movements include sitting; standing; reaching and grasping; operating computers and other office equipment; moving about the office; and attending onsite and offsite meetings. Must be able to exchange information in person, in writing, and via telephone. Ability to maintain regular, punctual in-office attendance consistent with the Americans with Disabilities Act (ADA) and other federal, state, and local standards is required for teamwork, face-to-face interaction with co-workers/investors, and operating required office technology and equipment. The employee may work extended hours, outside of regular shift schedule, as required by operational needs.

Trinity Investors may require the employee to perform duties outside of their job description to meet business and operational needs. This job description is not intended to be an all-inclusive list; other duties may be assigned at any time, with or without notice.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties of the position by contacting the Human Resources Department.

Trinity Investors is an equal opportunity employer and complies with all applicable laws regarding equal opportunity in employment.

This job description does not constitute an employment contract or negate "at will" employment.