Public Finance Paralegal

Public Finance Paralegal

Greenberg Traurig (GT), a global law firm with locations across the world in 15 countries, has an exciting employment opportunity for you. We offer competitive compensation and an excellent benefits package, along with the opportunity to work within an innovative and collaborative environment.

Join our Public Finance and Infrastructure Teams as a Paralegal.

We are seeking a highly skilled professional who thrives in a fast‑paced, deadline‑driven environment. The ideal candidate possesses strong problem‑solving and decision‑making abilities, ensuring efficiency and accuracy in every task. Responsibilities include participation in drafting financing documents, disclosure documents, and closing documents; assisting with and managing closings of new issues of debt securities and other finance transactions; supporting due diligence, including title and survey review; filing required reports with state and federal agencies; maintaining transaction databases; and preparing closing transcripts for completed financings. If you are someone who demonstrates initiative, adaptability, and innovation, we invite you to join our team.

This role will be based in one of our U.S. offices on a hybrid basis or on a remote basis. Regular in‑office presence is required for day‑to‑day operations, closings, team meetings, training opportunities, and relationship building. This role reports to the Talent Services Manager.

Position Summary

The Public Finance Paralegal will support attorneys through all phases of public finance transactions, including taxable and tax‑exempt financings for governmental entities, authorities, and special districts. The paralegal will manage or help create procedures for large, complex transactions; manage closing rooms; coordinate workflows; track, obtain, and organize pre‑ and post‑closing documents; and ensure accurate and timely execution of all transaction materials. Flexibility to work overtime is required during peak transaction periods.

Key Responsibilities

• Drafts, revises, formats, and organizes documents for public finance transactions, including resolutions, trust indentures, supplemental indentures, loan agreements, closing certificates, and offering documents.

• Prepares multiple red lines, incorporates comments from attorneys and working group members, and updates documents based on global changes, inserts, and protocols.

• Duplicates (“dupes”) documents and bond forms; applies required revisions to reflect current bond issues; creates and formats bond certificates.

• Copies and formats requisition forms into standalone documents and inserts final figures into financial schedules such as Supplemental Trust Indentures.

• Sends requested documents from various case‑management systems and responds promptly to document requests.

• Prepares DTCC BLOR forms for new issuers and coordinates signature collection.

• Prepares closing documents after all comments are received, including PDF conversion, signatory designation, and individualized signature packets (often 25+ PDFs per closing) following strict protocols.

• Collects executed signature pages, assembles complete final documents, scans, labels, and saves them for distribution and transcript preparation.

• Prints, tabs, and routes bond certificates for signature by required officers and coordinates delivery to trustees.

• Saves all closing documents to the case‑management system and tracks materials for inclusion in transcripts.

• Distributes preliminary transcript links pre‑closing and final transcript links post‑closing to designated working group members.

• Informs supervising attorneys of outstanding items needed to close and ensures all closing requirements are met.

• Sends CUSIPs and BLOR to DTCC for approval, including submissions for first‑time issuers.

• Submits notices of sale and other required filings to the Division of Bond Finance.

• Completes and submits DBF Form 2025‑1.009 with Letter of Marketing.

• Files post‑issuance documentation with state and federal agencies and repositories.

• Submits tax documentation to the tax department for post‑closing review.

• Adds recorded documents to transcripts and updates the SDS closed‑matter list.

• Gathers, organizes, and summarizes diligence materials, including financial, legal, and property‑related documents.

• Manages diligence sites, tracks all uploaded and outstanding materials, and participates in diligence calls.

• Reviews title, survey, lien searches, and litigation search results under attorney supervision.

• Orders good standings, certified organizational records, and other corporate documents as needed.

• Communicates professionally with attorneys, clients, underwriters, trustees, disclosure counsel, and other transaction participants regarding document status, execution logistics, and closing timelines.

• Follows up on critical administrative logistics, including locating delayed or missing UPS packages.

Qualifications

Skills & Competencies

• Ability to communicate professionally with all levels of personnel, including attorneys, clients, and support staff.

• Proactive self‑starter with strong initiative and the ability to understand detailed tasks within a larger transactional context.

• Exceptional attention to detail and ability to learn new technology quickly.

• Strong client service orientation; able to manage multiple matters independently and efficiently.

• Flexibility to respond quickly to shifting priorities and urgent deadlines.

• Strong organizational skills and ability to work under pressure to meet strict timelines.

• Ability to excel in a collaborative team environment and contribute to shared goals.

• Strong verbal and written communication skills; willingness to ask questions and seek clarification as needed.

Education & Prior Experience

• Minimum of 10 years of transactional paralegal experience required.

• Bachelor’s degree from an accredited institution preferred.

• Paralegal certificate from an ABA‑approved program preferred.

• Public finance and real estate experience are strongly preferred.

• Experience with title and survey review preferred.

Technology

• Proficiency with Microsoft Word, Excel, Outlook, and Windows‑based systems required.

• Strong Adobe Acrobat skills.

• Familiarity with video conferencing platforms and file‑sharing/document management systems.

GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual’s race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.