LACERA
Legal Analyst, LACERA (Investments)
LACERA, Pasadena, California, United States, 91122
TYPE OF RECRUITMENT:
Open Competitive OpportunityExamination Information:
Examination Number: 9-9235-G, Job Bulletin Number: 24-25COMPENSATION:
$6,942.56 - $9,105.74 Monthly
ABOUT THE POSITIONThe current vacancy is in the Investments and Commercial Transactions Section of the Legal Division. This position will be part of a team of attorneys, legal analysts, and secretarial support that provide legal advice and representation on investment issues as well as transactional support to LACERA and its Boards of Retirement and Investments, the Executive Office, the Investment Division, and other divisions as needed in investing the pension plan assets to provide benefits to members and their beneficiaries. Issues will include interpretation of state regulations, AML/KYC rules, the Internal Revenue Code, and other tax rules, registration requirements with regulatory agencies, policies, and procedures that may affect the pension plan and its investments as part of a complex global portfolio.
The position will involve research, analysis, troubleshooting, and responding to internal client requests. It will also involve filling out investment related questionnaires, forms, registrations, maintaining title holding entities in the real estate portfolio, drafting minutes and resolutions, assisting with investment closings, managing tax returns and applying for tax exemptions, submitting country registrations and powers of attorney to custodians, processing invoices and keeping logs and spreadsheets updated.
Vacancy Information:
The current vacancy is in the Investments and Commercial Transactions Section; however, the resulting eligible register can be used to fill both current and future vacancies throughout the Legal Division.
Work Schedule:
This full-time position is required to work a 5/40 schedule (e.g. an eight (8) hour day, Monday through Friday). LACERA offers a hybrid work environment, and this position may be eligible to telework up to three (3) days per week depending on the needs of the Legal Division and LACERA.
SELECTION REQUIREMENTS:Certificate of completion of a paralegal training program approved by the American Bar Association or accredited by the California Department of Education or by an equivalent accrediting agency from another state or meeting the definition of a Paralegal under California Business and Professions Code Section 6450 -
and
four (4) years' experience in a legal office performing investment paralegal or similar duties in the public or private sector.-OR-Graduation from an accredited law school with one year of experience in a legal office performing investment paralegal or similar duties in the public or private sector.LICENSE:A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions.
PHYSICAL CLASS II – Light:
Light physical effort which may include occasional light lifting to a 10-pound limit, and some bending, stooping or squatting. Considerable walking may be involved.
DESIRABLE QUALIFICATIONS:
Demonstrated experience analyzing and reviewing documents regarding the purchase and sale of improved real estate.Demonstrated experience with tax issues, including tax returns and exemption forms.Demonstrated experience filling out country registrations and powers of attorney for custodian and sub custodian accounts.Demonstrated experience preparing processing, and filing documents to incorporate or organize entities and keep them in good standing in any state in the U.S.Demonstrated experience drafting corporate minutes, consents, resolutions and maintaining corporate minute books.Demonstrated experience analyzing and reviewing private placement memoranda, partnership agreements, subscription agreements, investor questionnaires, KYC/AML forms, and similar documents for alternative investment transactions.Demonstrated experience preparing or reviewing invoices for legal services.Demonstrated experience utilizing WESTLAW, LEXIS and other on-line research resources.Demonstrated experience using Microsoft Office Suite, including Word, Excel, Teams and SharePoint.Demonstrated experience working with Adobe to format, edit and manipulate pdfs.Demonstrated experience working with matter management software.
KNOWLEDGE OF:
Legal issues related to investment and transaction matters; correct English usage, grammar, spelling, punctuation and vocabulary; interpersonal skills using tact, patience, and courtesy; customer services skills; principles and applications of the Microsoft Office Applications including Word, Outlook, Teams, Sharepoint and Excel as well as legal research tools such as Lexis and Westlaw.ABILITY TO:
Communicate clearly and effectively, orally and in writing and maintain effective relationships with public and staff; pay attention to detail; understand and follow oral and written directions; provide leadership; work with minimum supervision; and plan and organize their work and the work of others effectively; work under pressure to meet deadlines and other time constraints; establish and maintain effective working relationships with other staff internally and externally; organizational skills, including maintaining logs and spreadsheets. Ability to work with matter management software, participate in the implementation and roll out of such software and manage team projects and analytics.
EXAMINATION CONTENT:
This selection process will consist of:Part I:
A qualifying evaluation of application information and the desirable qualifications.Part II:
An Appraisal (Oral) Interview weighted 100%. The appraisal (oral) interview will assess the applicant's knowledge, experience, and general ability to perform the essential functions of the position.
APPLICANTS MUST MEET THE REQUIREMENTS AND ACHIEVE A PASSING SCORE OF 70% OR HIGHER ON THE WEIGHTED PORTIONS OF THE EXAMINATION IN ORDER TO BE PLACED ON THE ELIGIBLE REGISTER.
APPLICATION AND FILING INFORMATION:
Application must be submitted online. Applicants can check the status of their applications at any time by logging into their account on www.governmentjobs.com. The acceptance of an employment application depends upon whether or not an applicant has provided adequate information that clearly demonstrates meeting the Minimum Requirements for the position as stated above. Please complete the application and supplemental questionnaire thoroughly and completely. Information provided in the supplemental questionnaire must be reflected in the application to be considered.
TO APPLY ONLINE GO TO:
www.lacera.com and click on the Careers link. Faxed, emailed, or hardcopy (paper) applications will not be accepted.#J-18808-Ljbffr
Open Competitive OpportunityExamination Information:
Examination Number: 9-9235-G, Job Bulletin Number: 24-25COMPENSATION:
$6,942.56 - $9,105.74 Monthly
ABOUT THE POSITIONThe current vacancy is in the Investments and Commercial Transactions Section of the Legal Division. This position will be part of a team of attorneys, legal analysts, and secretarial support that provide legal advice and representation on investment issues as well as transactional support to LACERA and its Boards of Retirement and Investments, the Executive Office, the Investment Division, and other divisions as needed in investing the pension plan assets to provide benefits to members and their beneficiaries. Issues will include interpretation of state regulations, AML/KYC rules, the Internal Revenue Code, and other tax rules, registration requirements with regulatory agencies, policies, and procedures that may affect the pension plan and its investments as part of a complex global portfolio.
The position will involve research, analysis, troubleshooting, and responding to internal client requests. It will also involve filling out investment related questionnaires, forms, registrations, maintaining title holding entities in the real estate portfolio, drafting minutes and resolutions, assisting with investment closings, managing tax returns and applying for tax exemptions, submitting country registrations and powers of attorney to custodians, processing invoices and keeping logs and spreadsheets updated.
Vacancy Information:
The current vacancy is in the Investments and Commercial Transactions Section; however, the resulting eligible register can be used to fill both current and future vacancies throughout the Legal Division.
Work Schedule:
This full-time position is required to work a 5/40 schedule (e.g. an eight (8) hour day, Monday through Friday). LACERA offers a hybrid work environment, and this position may be eligible to telework up to three (3) days per week depending on the needs of the Legal Division and LACERA.
SELECTION REQUIREMENTS:Certificate of completion of a paralegal training program approved by the American Bar Association or accredited by the California Department of Education or by an equivalent accrediting agency from another state or meeting the definition of a Paralegal under California Business and Professions Code Section 6450 -
and
four (4) years' experience in a legal office performing investment paralegal or similar duties in the public or private sector.-OR-Graduation from an accredited law school with one year of experience in a legal office performing investment paralegal or similar duties in the public or private sector.LICENSE:A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions.
PHYSICAL CLASS II – Light:
Light physical effort which may include occasional light lifting to a 10-pound limit, and some bending, stooping or squatting. Considerable walking may be involved.
DESIRABLE QUALIFICATIONS:
Demonstrated experience analyzing and reviewing documents regarding the purchase and sale of improved real estate.Demonstrated experience with tax issues, including tax returns and exemption forms.Demonstrated experience filling out country registrations and powers of attorney for custodian and sub custodian accounts.Demonstrated experience preparing processing, and filing documents to incorporate or organize entities and keep them in good standing in any state in the U.S.Demonstrated experience drafting corporate minutes, consents, resolutions and maintaining corporate minute books.Demonstrated experience analyzing and reviewing private placement memoranda, partnership agreements, subscription agreements, investor questionnaires, KYC/AML forms, and similar documents for alternative investment transactions.Demonstrated experience preparing or reviewing invoices for legal services.Demonstrated experience utilizing WESTLAW, LEXIS and other on-line research resources.Demonstrated experience using Microsoft Office Suite, including Word, Excel, Teams and SharePoint.Demonstrated experience working with Adobe to format, edit and manipulate pdfs.Demonstrated experience working with matter management software.
KNOWLEDGE OF:
Legal issues related to investment and transaction matters; correct English usage, grammar, spelling, punctuation and vocabulary; interpersonal skills using tact, patience, and courtesy; customer services skills; principles and applications of the Microsoft Office Applications including Word, Outlook, Teams, Sharepoint and Excel as well as legal research tools such as Lexis and Westlaw.ABILITY TO:
Communicate clearly and effectively, orally and in writing and maintain effective relationships with public and staff; pay attention to detail; understand and follow oral and written directions; provide leadership; work with minimum supervision; and plan and organize their work and the work of others effectively; work under pressure to meet deadlines and other time constraints; establish and maintain effective working relationships with other staff internally and externally; organizational skills, including maintaining logs and spreadsheets. Ability to work with matter management software, participate in the implementation and roll out of such software and manage team projects and analytics.
EXAMINATION CONTENT:
This selection process will consist of:Part I:
A qualifying evaluation of application information and the desirable qualifications.Part II:
An Appraisal (Oral) Interview weighted 100%. The appraisal (oral) interview will assess the applicant's knowledge, experience, and general ability to perform the essential functions of the position.
APPLICANTS MUST MEET THE REQUIREMENTS AND ACHIEVE A PASSING SCORE OF 70% OR HIGHER ON THE WEIGHTED PORTIONS OF THE EXAMINATION IN ORDER TO BE PLACED ON THE ELIGIBLE REGISTER.
APPLICATION AND FILING INFORMATION:
Application must be submitted online. Applicants can check the status of their applications at any time by logging into their account on www.governmentjobs.com. The acceptance of an employment application depends upon whether or not an applicant has provided adequate information that clearly demonstrates meeting the Minimum Requirements for the position as stated above. Please complete the application and supplemental questionnaire thoroughly and completely. Information provided in the supplemental questionnaire must be reflected in the application to be considered.
TO APPLY ONLINE GO TO:
www.lacera.com and click on the Careers link. Faxed, emailed, or hardcopy (paper) applications will not be accepted.#J-18808-Ljbffr