B.F. Saul Company

Paralegal & Portfolio Management Analyst

Bethesda, MD
Job Category
Legal

Overview

The Paralegal & Portfolio Management Analyst will report directly to the Senior Vice President & General Counsel. The position’s primary role will be to support the functions of the Legal Department, while contributing to the activities of the Portfolio Management Group.  The ideal candidate is a detail-oriented, career paralegal who desires to be part of a small, dynamic and entrepreneurial private equity real estate business with significant opportunities for professional growth and on-the-job learning.    

Duties & Responsibilities

Duties will include, but are not limited to the following:

  • Support the activities of the Senior Vice President & General Counsel (Legal Department) and Senior Vice President (Portfolio Management)
  • Maintain the Company’s corporate and entity-level books and records, structure charts and critical files; ensure that Company entities remain in good standing; assist in the on-boarding, oversight and management of Entity Management and Annual Filing tools
  • Develop and administer lease administration policies and procedures for the tracking and management of real estate leases at the Company’s multiple real estate assets
  • Manage investor documentation and quarterly on-boarding processes with investors
  • Assist as needed in drafting responses to requests for proposals (RFPs) from investment consultants and institutional investors looking to make multi-million dollar investments in real estate; assist as needed in maintaining database of RFPs to assist in preparation of future responses to RFPs and other frequently asked questions
  • In coordination with the Company’s outside insurance consultants, manage database of the Company’s insurance policies for all real estate assets
  • Assist in tracking of loan covenant compliance; transaction closing documentation and work collaboratively with the internal accounting team and fund controller on related tasks
  • Manage organization of critical Company files and documents

Qualifications & Skills

JOB REQUIREMENTS (SKILLS/ABILITIES):

  • Superior organizational skills
  • Independent worker
  • Attention to detail
  • Ability to prioritize tasks and successfully manage multiple deadlines
  • Self-starter
  • Thrives on predictability
  • Strong communication skills
  • Independent thinker capable of developing and suggesting new and better means of completing assigned tasks
  • Proficiency with Microsoft Office  suite of tools
  • Desire to learn
  • Flexibility

 

EXPERIENCE:

  • At least 2-3 years of Paralegal experience in a law firm or business environment, including real estate or financial services firm

 

EDUCATION / LICENSES / CERTIFICATIONS:

  • Bachelor’s Degree
  • Paralegal certification preferred, but not required

 

 

 

Equal Opportunity Employer/Veterans/Disabled

BFS7501

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed