Review and analyze legal documents, case filings, and supporting materials to inform underwriting and portfolio monitoring
Conduct legal, factual, and background research, including identifying analogous cases and relevant developments
Support due diligence efforts by evaluating counterparties, legal claims, and associated risks
Organize, index, and maintain case files, investment documentation, and internal records
Track key case developments, deadlines, and portfolio performance across active matters
Draft clear and concise summaries, memoranda, and internal reports on legal and investment findings
Collaborate cross-functionally with legal, underwriting, operations, and technology teams
Contribute to process improvements, workflow management, and data organization across the portfolio
Provide general support on special projects related to legal analysis, compliance, and investment operations

Bachelor’s degree in Political Science, History, Economics, Law, Business, or a related field (or equivalent experience)
3–5+ years of relevant experience, such as: Paralegal experience at an AmLaw 200 or comparable firm
Legal research, compliance, investigations, or litigation support roles
Proficiency with legal research tools such as LexisNexis and Westlaw
Strong analytical, research, and writing skills with the ability to synthesize complex legal and financial information
Experience reviewing legal documents and managing case-related workflows
High attention to detail with strong organizational and document management skills
Ability to communicate complex concepts clearly, both written and verbally
Comfortable working in a fast-paced, evolving environment with shifting priorities
Ability to collaborate effectively across multidisciplinary teams

Legalist

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