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Securities Paralegal

Plona Partners • Palo Alto, CA

Mid-Senior level Posted April 3, 2026 Job link

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Responsibilities

Commitments

Responsibilities

This is a front-line transactional role supporting sophisticated corporate matters for high-growth private companies, venture-backed startups, and public company clients.
This position offers meaningful responsibility, direct attorney interaction, and exposure to M&A, venture financings, IPO-adjacent work, and complex securities compliance—ideal for a paralegal looking to deepen their transactional skill set in a fast-paced, high-performance environment.
You will play a critical role in supporting attorneys through all phases of corporate and securities transactions, including:
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 What We’re Looking For
Hands-on experience with:
Corporate transactions (M&A, venture financings, company formations)
Work on high-profile, market-moving transactions
Support innovative startups and established public companies
Gain exposure to complex securities and transactional matters

Not Met Priorities

What still needs stronger evidence

Requirements

Work closely with attorneys and internal teams to ensure accuracy, compliance, and efficiency across transactions What We’re Looking For
3–5 years of direct experience as a Corporate / Securities Paralegal (law firm experience strongly preferred)
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 Why This Role
Work on high-profile, market-moving transactions
Support innovative startups and established public companies
Join a collaborative, high-caliber legal team
Gain exposure to complex securities and transactional matters
Clear runway for professional growth and skill development

Preferred Skills

3–5 years of direct experience as a Corporate / Securities Paralegal (law firm experience strongly preferred)
ECA designation or CEP certification is a plus
Work on high-profile, market-moving transactions
Support innovative startups and established public companies
Join a collaborative, high-caliber legal team
Gain exposure to complex securities and transactional matters
Clear runway for professional growth and skill development

Education

(Not required) – 3–5 years of direct experience as a Corporate / Securities Paralegal (law firm experience strongly preferred)
(Required) – Bachelor’s degree required (Business, Finance, Accounting, or related field preferred)
(Not required) – ECA designation or CEP certification is a plus

Position: Corporate Paralegal, Securities Location: Palo Alto, CA Onsite Logistics: 2/3 Days Onsite (HYBRID) Hours: 930am – 530pm (35-Hour work week) Salary: $170,000 - $200,000 with additional OT and Annual Bonus A highly respected AmLaw-caliber law firm is seeking a Corporate & Securities Paralegal (3–5 years) to join its Corporate & Securities practice in San Francisco. This is a front-line transactional role supporting sophisticated corporate matters for high-growth private companies, venture-backed startups, and public company clients. This position offers meaningful responsibility, direct attorney interaction, and exposure to M&A, venture financings, IPO-adjacent work, and complex securities compliance—ideal for a paralegal looking to deepen their transactional skill set in a fast-paced, high-performance environment. You will play a critical role in supporting attorneys through all phases of corporate and securities transactions, including:
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 What We’re Looking For
3–5 years of direct experience as a Corporate / Securities Paralegal (law firm experience strongly preferred)
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
Bachelor’s degree required (Business, Finance, Accounting, or related field preferred)
ECA designation or CEP certification is a plus
Flexibility to work overtime as needed to support transaction timelines Why This Role
Work on high-profile, market-moving transactions
Support innovative startups and established public companies
Join a collaborative, high-caliber legal team
Gain exposure to complex securities and transactional matters
Clear runway for professional growth and skill development