Paralegal at Clear Street

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Capital MarketsIndustries

Requirements

At least five (5) years of professional experience as a paralegal supporting corporate governance, entity management, and transactional matters; experience inside a financial services or broker-dealer or supporting those businesses is preferred but not mandatory
Bachelor’s degree or paralegal certificate, or relevant business experience required
Proficiency in Google Workspace, Word, Excel, PowerPoint, and willingness to learn new technologies; familiarity with CLM tools (e.g., LinkSquares, Ironclad) and e-signature platforms
Ability to manage a high-volume workload, prioritize effectively, and meet deadlines with minimal supervision
Self-starter with strong relationship-building skills across internal teams, clients, and outside counsel
Strong attention to detail, proofreading, and organizational skills
Ability to perform legal and regulatory research
Excellent written, verbal, and interpersonal communication skills
Ability to handle sensitive information professionally and confidentially
New York Notary Public qualification (or willingness to obtain) is a plus

Responsibilities

Review and support drafting of contracts (including NDAs), onboarding documents, and certifications for clients/counterparties
Support the formation, maintenance, qualification, and dissolution of corporations, LLCs, LPs, and other entities; prepare necessary state filings
Maintain corporate governance records, including minute books, resolutions, consents, and organizational documents
Coordinate with corporate service providers regarding registered agent services and annual reports
Assist with closing documents, checklists, signature packets, and post-closing binders for transactional matters
Provide administrative and document support to attorneys, including drafting, editing, proofreading, and formatting
Assist with contract lifecycle management activities, including approval workflows, signature coordination, and repository maintenance
Conduct legal and regulatory research as needed
Support compliance certifications, regulatory filings, and KYC/AML documentation requests related to prime brokerage and investment banking activities
Perform notarizations and coordinate digital/wet signatures as needed
Contribute to process improvements and departmental efficiency projects
Perform other paralegal functions as assigned and assist with ad hoc legal initiatives

Skills

Key technologies and capabilities for this role

Contract DraftingNDA ReviewCorporate FormationEntity MaintenanceCorporate GovernanceMinute BooksState FilingsRegistered Agent CoordinationClosing DocumentsLegal ResearchRegulatory ResearchCompliance CertificationsDocument ManagementProofreading

Questions & Answers

Common questions about this position

What experience is required for the Paralegal position?

At least five years of professional experience as a paralegal supporting corporate governance, entity management, and transactional matters is required, with experience in financial services or broker-dealer preferred but not mandatory. A Bachelor’s degree, paralegal certificate, or relevant business experience is also required.

What technical skills are needed for this role?

Proficiency in Google Workspace, Word, Excel, PowerPoint is required, along with willingness to learn new technologies and familiarity with CLM tools like LinkSquares or Ironclad and e-signature platforms.

Is prior experience in financial services required for this Paralegal role?

Experience inside a financial services or broker-dealer or supporting those businesses is preferred but not mandatory.

What is the salary or compensation for this Paralegal position?

This information is not specified in the job description.

Is this Paralegal role remote or office-based?

This information is not specified in the job description.

Clear Street

Provides prime brokerage and trading services

About Clear Street

Clear Street provides a unified platform for trading various financial products, including equities and options, across major markets. Their services focus on prime brokerage, which encompasses trade execution, financing, clearing, and custody, helping clients manage their trading activities effectively. The platform is cloud-based and API-first, allowing for easy integration with other systems and scalability for users. This setup enables clients to concentrate on trading rather than technical complexities. Clear Street differentiates itself with competitive pricing and a flexible approach, catering to both individual investors and large institutions. The company's goal is to enhance the infrastructure of capital markets, making trading more efficient and accessible.

New York City, New YorkHeadquarters

2018Year Founded

$457.2MTotal Funding

SERIES_BCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Company equity

401k matching

Parental leave

Full medical, dental & vision insurance

Lunch stipends

Fully stocked kitchens

Happy hours

Risks

Increased competition in cloud-native brokerage could pressure Clear Street's market share.

Regulatory changes in Europe may impose additional compliance costs for Clear Street.

Cryptocurrency market volatility could impact Clear Street's BTC yield strategies.

Differentiation

Clear Street offers a cloud-native clearing and custody system for capital markets.

The company provides a unified platform for trading equities and options globally.

Clear Street's API-first approach allows seamless integration with other software systems.

Upsides

Clear Street's UK expansion opens access to European markets and new revenue streams.

Winning top awards in technology and client service enhances Clear Street's market reputation.

Investment in Databento boosts Clear Street's access to advanced market data solutions.

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