Investment Funds Lawyer

Role Overview

• Efficiently managing the design, development, and implementation of innovative structuring solutions in the Americas and beyond, primarily commingled private funds, separate accounts and evergreen private funds for retail, private wealth and institutional investors.
• Draft and lead agreement negotiations with partners and investors, including drafting and operationalizing LPAs, offering documents, and side letters, and negotiating directly and independently with third-parties and their external counsel.
• Efficiently managing the end-to-end launch process for flagship fund offerings, encompassing initial planning with senior stakeholders and pre-marketing guidance, development of key documentation (LPAs, PPMs, subscription agreements) and fund entity setup, coordination of marketing registrations and prefinancing arrangements during launch, and ongoing management of fund governance (including document amendments and corporate actions post-launch).
• Ensuring compliance with applicable securities laws (including but not limited to Investment Advisers Act, Investment Company Act, Dodd-Frank, AIFMD, MiFID) and considering tax efficiency within the context of delivering bespoke solutions for investors.
• Developing an independent catalogue of expertise and contributions, with a high degree of autonomy.
• Keeping abreast of regulatory/industry developments and providing periodic updates to internal parties.
• Supporting client-facing business development efforts by contributing to client meetings and presentations.

Requirements

• 7+ years of relevant work experience at a top law firm, bank or asset manager, focused on fund formation and private fund offerings.
• Juris Doctor (JD) degree from an accredited law school and admitted to the bar in a US jurisdiction.
• LLM in tax or strong proficiency in fund related tax considerations highly desirable, although not a prerequisite.
• In-depth knowledge fund structures for private equity, private real estate, private credit, royalties and private infrastructure, including limited partnership, LLCs, corporate entities, trusts, RICs, BDCs, with experience in rated note funds/CFOs also desirable.
• Proficiency in drafting, reviewing and signing off on legal documents.
• Strong understanding of US securities laws in the context of private fund offerings.
• Member in good standing of a State Bar association.
• Excellent analytical, interpersonal and project management skills to manage multiple projects in parallel with a wide range of stakeholders.
• Ability to effectively communicate with both internal and external parties.
• A genuine interest in investment markets and fund structures.
• Team members who can prioritize effectively, meet tight deadlines consistently, and drive initiatives forward with appropriate urgency while maintaining quality and attention to detail.

Benefits

• Competitive benefits and wellness package, including medical, dental and vision coverage
• 401k (Roth and pre-tax options) with company-match
• 25 vacation days, and 13 holidays annually
• One-month sabbatical after every five years of service
• Company paid life and disability insurance
• Education assistance program
• Lunch stipend
• Domestic and international events, including offsites and volunteer opportunities