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Paralegal (Investor Relations Support)
Paralegal (Investor Relations Support)Vaco by Highspring • Santa Ana, California, United States
Paralegal (Investor Relations Support)

Paralegal (Investor Relations Support)

Vaco by Highspring • Santa Ana, California, United States
30+ days ago
Job type
  • Full-time
Job description

Position : Paralegal – Investor Relations Support (On-site, temp to hire)

We are seeking a Paralegal with experience in investor relations to support legal and investor-facing functions. This role requires a detail-oriented, proactive professional who can handle sensitive information, work cross-functionally with legal, compliance, and investor relations teams, and contribute to a high level of client service.

Responsibilities :

Review, organize, and maintain subscription agreements, investor forms, and related legal documentation

Manage CRM records for client onboarding, fundraising campaigns, and distribution of investor materials

Collaborate with accounting and investment teams to prepare and distribute legal and investor correspondence, including capital calls, distribution notices, tax documents, quarterly reports, and annual disclosures

Draft and review standard investor communications to ensure legal accuracy and compliance

Respond to and track investor, custodian, and wealth manager requests in coordination with legal and investor relations staff

Maintain up-to-date marketing and disclosure materials, ensuring compliance with applicable laws and regulations

Oversee execution and secure electronic storage of legal agreements and corporate records

Work closely with internal and external compliance teams to ensure investor communications meet regulatory requirements

Assist in planning and coordinating investor events, including scheduling, invitations, materials, and follow-up correspondence

Maintain and troubleshoot the investor portal, ensuring accuracy and ease of use for clients

Competencies :

Strong organizational skills with a focus on process and accuracy

Excellent oral and written communication abilities

Sound judgment and ability to handle confidential information with discretion

Ability to manage multiple priorities and meet deadlines under pressure

Proactive problem-solver with strong time management skills

Collaborative mindset, comfortable working across legal, compliance, and client-facing teams

Qualifications :

Bachelor’s degree required; paralegal certificate preferred

2–4 years of experience as a paralegal in an investment management, asset management, wealth management, or financial services environment

Familiarity with investor relations processes, legal documentation, and compliance requirements

Proficiency in Microsoft Office and CRM systems

Flexible and committed to meeting business needs, including occasional extended hours

Determining compensation for this role (and others) at Vaco / Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco / Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please contact HR@vaco.com .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .

  • Virginia residents may access our state specific policies here .
  • Residents of all other states may access our policies here .
  • Canadian residents may access our policies in English here and in French here .
  • Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to :

  • the individual’s skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.
  • With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

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