Plona Partners · 3 days ago
Securities Paralegal
Plona Partners is a highly respected AmLaw-caliber law firm seeking a Corporate & Securities Paralegal to join its Corporate & Securities practice in San Francisco. The role involves supporting attorneys through all phases of corporate and securities transactions, including M&A, venture financings, and complex securities compliance.
Staffing & Recruiting
Responsibilities
Prepare and maintain capitalization tables, and assist with equity issuances, option grants, and incentive equity plans
Support venture capital financings, mergers & acquisitions, and other strategic transactions
Assist with entity formations, reorganizations, and ongoing corporate governance matters
Prepare and manage closing sets, signature pages, and post-closing deliverables
Draft and file SEC forms, Blue Sky filings, and related securities notices
Maintain corporate records, minute books, and electronic data rooms
Conduct due diligence and support attorney review of transactional materials
Work closely with attorneys and internal teams to ensure accuracy, compliance, and efficiency across transactions
Qualification
Required
3–5 years of direct experience as a Corporate / Securities Paralegal
Hands-on experience with corporate transactions (M&A, venture financings, company formations)
Securities filings and Blue Sky compliance
Cap table management software (Carta, Pulley, or similar)
Strong understanding of corporate governance, capitalization fundamentals, and transaction workflows
Advanced proficiency in Microsoft Excel (sorting, filtering, formulas, analysis)
Experience with DocuSign and Microsoft Office (Word, Excel, Outlook)
Exceptional organization, attention to detail, and time-management skills
High degree of professional judgment, discretion, and integrity
Ability to manage multiple priorities in a deadline-driven environment
Flexibility to work overtime as needed to support transaction timelines
Preferred
law firm experience strongly preferred
Bachelor's degree (Business, Finance, Accounting, or related field preferred)
ECA designation or CEP certification is a plus
Company
Plona Partners
Plona Partners is a boutique legal recruiting firm privileged to be positioned with one of the most high-quality, diverse, and specialized talent networks in the world of law.
Funding
Current Stage
Early StageCompany data provided by crunchbase