Paralegal Officer | M&A | US Firm | Remote

Morgan & Westfield | 'M&A Talk' Podcast
Morgan & Westfield | 'M&A Talk' Podcast
( Other )  Remote (Asia | APAC Time Zone Permitted)

Job Type : Full-Time
Experience : 3 to 5 years
Education : Bachelor Degree

Job Detail

Company Overview

Founded in 2009, Morgan & Westfield specializes in helping US-based entrepreneurs successfully plan and execute the sale of their businesses with revenues up to $100 million (Mergers & Acquisitions). We guide business owners through the entire process, which includes preparing their company for sale, confidentially marketing the business, preparing an offer, managing the due diligence process, and orchestrating the closing.

We are looking for someone with a legal/paralegal background in corporate law, securities, M&A, or a related field to join our Client Services Team. We have found that a background in law is helpful to understanding our process and operations at a deep level.

We are pioneers in our industry, working in a 100% virtual environment with clients across the US, and have developed a scalable, proprietary, four-step model for the sale process that has increased efficiency of the process by over 80%.

We are a fast-paced, results-driven company with an intense focus on learning and professional development. Our culture and approach is to be completely transparent with our people and have zero tolerance for office politics. We place a high value on innovation; implementing best practices from all industries, such as SCRUM, lean planning, usability testing, etc.

There is no better place to work if you are looking to turbocharge your professional career and receive one-on-one personal coaching from the CEO of an established US-based M&A firm. A career with Morgan & Westfield offers you the maximum amount of responsibility and autonomy to xxx your career potential. But we don’t choose just anyone - we select fewer than 1 in 300 applicants.

Your Role

You will work with a small, cohesive, high-performing team that is responsible for proactively managing all of our client interactions and processes from start to finish. Your primary objective is to ensure that our client processes run smoothly, accurately, and on time. You will be responsible for managing the entire process with the client from the beginning to end; creating and analyzing documents, proactively managing all email communications and other elements of the processes, and making strategic decisions. You will also be responsible for creating, improving, testing, and simplifying our operational and quality control processes to improve workflow speed, quality, and consistency.

This is a highly demanding role with a broad range of duties, but one that offers maximum opportunity for personal and professional growth. You will receive a high degree of autonomy and responsibility, both operationally and strategically. We are looking for highly-driven, proactive self-starters committed to excellence in their careers. Your salary will increase commensurate with the degree to which you can operate autonomously and acquire new skills.

This is an ideal role for someone with experience in corporate finance, corporate development, consulting, professional services, or legal fields who is seeking a challenging, long-term career with complete autonomy and who wants to work with a company that is 100% committed to their long-term professional development.

Duties & Responsibilities


  • Managing end-to-end interactions with clients - including client management and communications, document creation and analysis, and proactive transaction management
  • Proactively manage clients and address their needs
  • Create various types of documents -- management reports, financial reports, offering memorandums, document templates, presentations, etc.
  • Interpret and analyze financial statements and business information


  • Testing and integrating best practices from other fields and aligning those practices with our company’s high-level objectives
  • Improve systems, processes, and quality control through usability testing, identifying inefficiencies, and recommending solutions
  • Documentation and implementation of scalable process improvements, standard operating procedures, tools, and methods


  • Manage projects with other teams, such as writers, editors, web developers, etc. with a focus on driving them to completion, as opposed to simply following up



  • Minimum of 5 years of experience in Management, Business, Mergers & Acquisitions, Private Equity, Corporate Finance, Legal, Consulting, or other related business or legal fields
  • Strong understanding of all aspects of small business - marketing, finance, operations, etc.


  • Experience in a fast-paced company with a Western culture


  • Ability to exercise judgment, think critically, and intelligently solve “out-of-the-box” problems independently
  • Perfect interpersonal, written, and spoken English skills
  • Tech-savvy with experience in Google Docs and the ability to quickly learn new software
  • Results-oriented with strong execution skills and the ability to prioritize among multiple projects
  • Strong analytical skills with an eye for accuracy and detail
  • Excellent organizational, project management, and time management skills with a strong ability to prioritize and work independently
  • Proactive with an ability to be flexible, quickly adapt, and make independent decisions

Hours & Home Office

  • This is a full-time role - you should have no other conflicting obligations
  • Must be able to work full-time during US Business Hours (semi-flexible hours are possible)
  • Home office required with reliable high-speed internet and noise-canceling headset

Our Values

  • Learning: We are sincerely committed to those who are committed to their own learning and professional development and reward those by providing access to our library of hundreds of Kindle and Audible audiobooks.
  • Simplicity: We work extremely hard to keep things as simple as possible by making intelligent decisions, which reduces stress, minimizes the possibility of errors, and enables scalable processes.
  • Openness: We have zero tolerance for office politics and we achieve this through our open, supportive working environment in which feedback is regularly given, both up and down.

Our Philosophy

“Our philosophy is simple. We hire the best, make an enormous investment in them, and give them as much responsibility as they can handle. You won’t find another employer that will invest as much in your learning and coaching as we do, but we can only afford to make that investment in A-players who are intensely committed to their career. We have zero tolerance for anything less. This allows us to give each person the maximum degree of responsibility and autonomy and therefore pay. The key is consistent learning.” - Jacob Orosz, President

Next Steps

Important: Our hiring process is very thorough. In addition to interviews with HR and department managers, we conduct thorough background and business reference checks with as many sources as possible. This will include a criminal background investigation at our expense before any employment offer is extended. We may also require that you provide us with copies of recent performance appraisals and proof of salary.

Job Types: Full-time, Permanent

Pay: Php50,000.00 - Php100,000.00 per month


  • Additional leave
  • Flexible schedule
  • Health insurance
  • Paid training
  • Work from home


  • Flexible shift

Supplemental Pay:

  • Bonus pay
  • Overtime pay
  • Performance bonus

Work Remotely:

  • Yes
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