Paralegal

Yale Investments is widely regarded as one of the top institutional investors in the world, achieving market-leading returns over the past 30 years and enabling the education, research, and innovation that Yale contributes to humanity. Under the leadership of our Chief Investment Officer Matthew Mendelsohn, Yale Investments implements the Yale Model, an investment framework that has been influential in reshaping how university endowments and other large institutional investors manage their funds.  Today, the Endowment invests in a diversity of asset classes, including U.S. and foreign equities, hedge funds, leveraged buyouts, venture capital, real estate, and natural resources. It is valued at $44.1 billion as of June 30, 2025.

Yale Investments is supported by over 50 professionals across its investment, operations, and legal teams.  The legal team is also part of Yale’s Office of General Counsel, led by Senior Vice President and General Counsel, Alex Dreier.

Paralegal Opportunity

Yale Investments is seeking a full time paralegal to assist and provide a range of legal and administrative support to six attorneys and other professional staff on the legal team, working closely with one other paralegal. 

Responsibilities include: 

• Maintain reference/client files, organize and track investments and non-investments files for Investments attorneys. 


• Assemble know-your customer(KYC), anti-money laundering (AML), Foreign Account Tax Compliance Act (FATCA) reporting and other compliance documentation. 


• Fill out investment subscription documents, incumbency certificates, state registration forms, powers of attorney, applications, notarizations and the like.


• Organize and update in-house corporate documentation, including signature delegations, relevant authorizations and minute books; manage other corporate housekeeping matters, such as corporate registration fees for investment entities. 


• Check legal forms and documents for accuracy; draft legal documents including contracts, and other legal documents using templates.


• Maintain compliance calendars and track projects and deadlines.


• Co-ordinate within Yale Investments and with other parts of the university as part of diligence production/review, internal analyses, responses to third party inquiries and the like.


• Organize, analyze, cross-check and validate information; summarize agreements, and other documents.


• Perform legal, statistical, documentary, factual, and records research.


• Author and sign correspondence that do not contain independent legal opinions or legal advice.


• Manage and keep track of legal invoices, generate summary reports.


• Maintain reference materials/ law library.


• Provide administrative support to Investments attorneys, and perform other duties as assigned.

We encourage all potential candidates to visit our website to learn more.

Location
New Haven, CT (with some remote days)

Benefits
Yale provides excellent benefits, including a tuition reimbursement plan for dependents attending an accredited college or university. More information about Yale’s benefits may be found here.

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives.  In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.