Legal Analyst, LACERA (Investments and Commercial Transactions) jobs in United States
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LACERA · 9 hours ago

Legal Analyst, LACERA (Investments and Commercial Transactions)

LACERA, the Los Angeles County Employees Retirement Association, administers a significant retirement fund for the County of Los Angeles. The Legal Analyst position in the Investments and Commercial Transactions Section involves providing legal advice and support on investment issues, managing documentation, and ensuring compliance with regulations related to pension plan assets.

AssociationGovernmentNon ProfitRetirement
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Comp. & Benefits

Responsibilities

Filling out investment related questionnaires, forms, registrations, subscription agreements for commingled funds
Maintaining title holding entities in the real estate portfolio
Drafting minutes and resolutions for the same
Assisting with investment closings
Managing tax returns and applying for tax exemptions
Submitting country registrations and powers of attorney to custodians
Processing invoices and keeping logs and spreadsheets updated
Researching, analyzing, troubleshooting, and responding to internal client requests

Qualification

Paralegal trainingLegal analysisTax issuesDocument management softwareMicrosoft Office SuiteLegal research toolsInterpersonal skillsAttention to detailOrganizational skillsCommunication skills

Required

Certificate of completion of a paralegal training program approved by the American Bar Association or accredited by the California Department of Education or by an equivalent accrediting agency from another state or meeting the definition of a Paralegal under California Business and Professions Code Section 6450 and three (3) years' experience in a legal office performing paralegal or similar duties in the public or private sector
Graduation from an accredited law school with one year of experience in a legal office performing paralegal or similar duties in the public or private sector
Applicants must be able to perform the essential functions of this classification, with or without a reasonable accommodation
Physical Class II - Light. Physical effort which may include occasional light lifting to a 10-pound limit, and occasional bending, walking, stooping or squatting. Incumbents sit for extended periods of time. Work is performed in an office environment in a controlled climate

Preferred

Demonstrated experience analyzing and reviewing documents regarding the purchase and sale of improved real estate
Demonstrated experience with tax issues, including tax returns and exemption forms
Demonstrated experience maintaining companies, such as corporations, LLCs and partnerships, including their formation, annual registration, and dissolution
Demonstrated experience drafting corporate minutes, consents, resolutions and maintaining corporate minute books
Demonstrated experience analyzing and reviewing subscription agreements, investor questionnaires, KYC/AML forms, and similar documents for alternative investment transactions
Demonstrated experience with matter management software, maintaining logs, spreadsheets and calendaring deadlines
Demonstrated experience filling out country registrations and powers of attorney for custodian and sub custodian accounts
Demonstrated experience processing and reviewing invoices for legal services
Demonstrated experience utilizing WESTLAW, LEXIS and other on-line research resources
Demonstrated experience using Microsoft Office Suite, including Word, Excel, Outlook, Teams and SharePoint
Demonstrated experience working with Adobe to format, edit and manipulate pdfs
Demonstrated experience working with matter and document management software

Benefits

Benefits include a cafeteria benefit plan (14.5% - 17% of monthly salary)
Annual leave
Defined benefit retirement plan
Savings Plan (401k)
Deferred Compensation Plan (457) (both with employer matching up to 4%)
13 paid holidays per year
A hybrid work schedule
A ride share program

Company

LACERA

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Lacera is an association that offers support in attaining retirement benefits to employees around the Los Angeles area.

Funding

Current Stage
Growth Stage

Leadership Team

S
Santos Kreimann
Chief Executive Officer
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Jonathan I. Grabel
Chief Investment Officer
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Company data provided by crunchbase