Oportun. Inc

Corporate & Securities Paralegal

Req No.
2020-9213
Department
Legal
Type
Regular Full-Time
Job Locations
US-CA-San Carlos

Overview

ABOUT OPORTUN

 

Oportun is a mission-driven, technology-powered provider of inclusive, affordable financial services and a certified Community Development Financial Institution (CDFI).

 

We seek to serve the 100 million people in the US who are shut out of the financial mainstream because they are credit invisible or are mis-scored because they have limited credit history. By lending money to hardworking, low-to-moderate income individuals, we help them move forward in their lives, demonstrate their creditworthiness, and establish the credit history they need to access new opportunities.

 

Since 2006, we have lent over $6.8 billion through over 3.1 million affordable small dollar loans and have helped over 730,000 people start establishing credit. In recognition of inventive approach, we were recognized by Time Magazine as one of 50 Genius Companies inventing the future.

 

The Bay Area News Group recognized Oportun as a Top Workplace in 2019. Come and be a part of our community of employees, partners, and customers who are devoted to expanding financial opportunity for millions. When we work together, we can make life better.

 

SUMMARY

 

Oportun is looking for a Paralegal to join our fast-paced and innovative Legal team based in our San Carlos Headquarters.  The role will require a high degree of self-sufficiency, but also someone who enjoys being part of a supportive and friendly team that is dedicated to providing top legal service to our internal customers so the Company can continue to make a significant difference in the lives of our external customers.  

 

Responsibilities

  • Prepare and file, or provide support for, Nasdaq and SEC filings (including Section 16 reporting, proxy statements, registration statements, Forms 8-K, 10-Q, and 10-K); including collaboration with other teams such as accounting and stock administration
  • Assist with the planning, preparation and conduct of our company stockholder meetings and related documentation, including director and officer questionnaires.
  • Assist corporate secretary of public company with board of directors and committee matters, including preparation and distribution of materials, maintenance of board portal, logistics and other support for meetings.
  • All aspects of maintaining corporate documentation for public company and domestic subsidiaries, including forming, merging and dissolving, annual and other periodic regulatory filings, qualifying and withdrawing qualifications (and researching where qualification necessary), electing officers and directors, subsidiary board and shareholder actions and meetings, shareholder communications and maintaining minute books.
  • Maintain corporate structure chart, subsidiary lists, entity charts, and officer/director designations for entities.
  • Assist with, obtain and distribute notarizations, apostilles, legalized documents, certified copies, corporate filings and other corporate documents as needed.
  • Support all aspects of our corporate governance programs, including maintenance of updates to corporate governance policies and procedures
  • Manage related person transactions policy and process
  • Assist with legal aspects of compensation and benefits matters and equity matters, including the Company’s equity incentive plan, Independent Director Compensation Policy, executive compensation and other compensation & benefits matters.
  • Collaborate with cross-functional teams to support financings, M&A and other strategic transactions, including providing support and project management for due diligence, performing lien searches, ordering certificates of good standings and preparing and organizing deal documents and related schedules
  • Coordinate transaction closing mechanics, including preparation of closing checklists, coordination of closings, preparation of signature pages and follow-up on post-closing items, including preparation of related closing indices and binders
  • Provide support for other business and policy initiatives and implementation
  • Work on other special projects, as directed by attorneys
  • Provide excellent customer service to colleagues at all levels both within and outside the Legal team by responding to inquiries and requests for assistance in a timely and professional manner

 

Qualifications

Required:

  • Someone with a curious mind who wants to expand their skillset while leveraging their current experience to lead projects to conclusion in a dynamic and diverse environment.
  • 7+ years of corporate and transactional experience, preferably in a large corporate legal department or law firm
  • Experience with Section 16 filings, beneficial ownership rules, legend removal opinions and other securities matters.
  • Bachelor’s degree, preferably with a paralegal certificate
  • Project management experience
  • Self-starter and detail-oriented with solid analytical, problem-solving, project management and organizational skills
  • Ability to manage multiple requests, assess priorities and achieve results in a highly demanding, deadline driven environment, with a strategic and “can do” attitude
  • Strong interpersonal skills, especially when engaging directly with senior level executives and other internal customers on cross-functional teams

Preferred:

 

  • Experience in capitalization maintenance platforms like CapMx, ShareWorks, Carta preferred but not required.
  • Experinece assisting in legal aspects of compensation, benefits, and equity matters. Examples would be Company’s equity incentive plan, Independent Director Compensation Policy, executive compensation and other comp/benefits matters.  Preferred, not required.

#LI-SI1

Options

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