Funds Paralegal (Private Credit) - Clearlake Capital (UK) LLP - London, UK
(2024-07 - 2026-06)
Supported formation, execution, signing, closing and post-closing of private credit funds across evergreen, senior and subordinated debt strategies, coordinating legal, operational and investor-facing deliverables through completion.
- Supported private capital secondary investment workstreams, coordinating transaction documentation, diligence and execution requirements across investment, legal, operations and external adviser stakeholders.
- Managed transaction documentation and closing deliverables across concurrent matters, maintaining detailed trackers, outstanding-item lists, signing requirements and status reporting to keep execution on schedule.
- Coordinated directly with investors, external counsel, fund administrators and internal investment / operations stakeholders across UK, US and Luxembourg structures, often managing time-sensitive deliverables across multiple workstreams.
- Drafted and reviewed investment management agreements, LPAs, Subscription Agreements, Side Letters, NDAs and commercial agreements, identifying execution points and coordinating comments and approvals.
- Managed side-letter workflows, including investor-specific terms, MFN elections, investment / risk / restriction guidelines and alignment of negotiated terms with fund documentation and operational requirements.
- Managed investor onboarding and due diligence processes, coordinating KYC/AML requests, investor documentation, consent tracking and follow-up with relevant internal and external stakeholders.
- Maintained fund governance records, entity documentation, structure charts and transaction records, ensuring documentation remained complete, current and readily accessible.
- Supported corporate secretarial and transaction-related diligence requests, including AML/KYC support to Investment teams and preparation / maintenance of governance documentation.
- Worked as a central point of coordination between legal and commercial stakeholders, escalating outstanding execution issues and ensuring agreed actions were tracked through to resolution.
- Used legal technology, document-management and investor onboarding platforms to improve visibility of transaction status, documentation and workflow ownership.
Legal Trainee / Paralegal, Private Equity Funds & Asset Management - gunnercooke LLP - London, UK
(2023-02 - 2024-06)
- Supported private equity and real estate fund formation matters, including preparation of fund structure charts, transaction plans, closing documentation and related execution materials.
- Prepared and reviewed term sheets, board resolutions, fund review reports and transaction-related documentation for private investment fund structures.
- Reviewed IMAs and side letters for segregated mandates and assessed contractual provisions against applicable MiFID II requirements and client-specific arrangements.
- Conducted legal and regulatory analysis relating to FSMA, COBS, PERG, FPO, CASS and FUND requirements across financial promotions and investment management activities.
- Prepared legal opinions and memoranda on AIFMD requirements, delegated AIFM functions and associated regulatory obligations.
- Coordinated with clients, external stakeholders and advisers on transaction workstreams, documentation and regulatory queries within deadline-driven matters.
Legal Associate, Corporate Litigation - The Kirklin Law Firm - Texas, USA (Remote from India)
(2020-03 - 2021-03)
- Managed litigation and probate filings, discovery processes and case preparation under Texas law, ensuring accurate and timely submission of legal documentation.
- Coordinated document collection, review and production across multiple matters, maintaining robust document control and version management.
- Conducted legal research and analysis, prepared pleadings, correspondence and supporting documentation, and monitored key procedural deadlines.
- Liaised with clients, counsel and external parties to coordinate matter requirements, resolve documentation issues and progress cases efficiently.
