Associate, M&A, Investment Funds - Private Equity

White & Case LLP•New York, NY

2d•Onsite

About The Position

We are seeking a level 3 Associate to join our Investment Funds practice, focusing on private funds and institutional investors. The role will involve working with leading international fund sponsors and large global investors on a broad range of private fund formations, primary and secondary investments, and related regulatory and investment management matters. The successful candidate will work on sophisticated domestic and cross-border mandates involving private equity, real assets and other alternative investment strategies, including structuring and documenting private funds, advising on investments into funds, and supporting clients on ongoing operational, governance and regulatory issues. The practice offers the opportunity to work closely with partners recognized as leading practitioners in fund formation and investor representation, and to develop market-leading experience in both sponsor-side and investor-side work. Associates in our group gain meaningful responsibility from an early stage, work directly with partners and clients, and are involved in matters spanning North America, EMEA and APAC. Our team values collaboration, excellence and professional development and fosters a supportive, in-person office culture that emphasizes learning, mentorship and long-term career progression within a top-tier global private funds platform.

Requirements

Juris Doctor (JD) degree (or LL.M./foreign equivalent) from an accredited law school.
Admission to the New York Bar (or eligibility to become admitted) and in good standing.
Approximately 3 years of relevant experience (level 3) in private funds, investment management or related transactional work at a leading law firm or in-house.
Experience advising on private fund formation and/or institutional investments into private funds, including familiarity with primary and secondary transactions.
Demonstrated interest in and familiarity with regulatory and marketing issues affecting private funds and investment managers, including US and cross-border considerations.
Strong drafting, analytical and negotiation skills, with the ability to handle complex documentation and competing workstreams.
Commercial awareness and the ability to understand and articulate the broader business and strategic context of fund and investor mandates.
Strong communication, organization and time-management skills, with the ability to manage multiple matters efficiently and perform well under pressure.
Client-service oriented, collaborative and proactive, with enthusiasm for working with international clients and cross-border teams.
Driven by professional growth and long-term interest in private funds and investment management.
Fluency in English

Nice To Haves

prior experience with international clients or cross-border work is a plus.

Responsibilities

Advise investment managers with respect to fund formation and capital raising activities, draft fund documents, assist with investor negotiations and the documentation of side letters and similar arrangements
Assist investment managers, partners, and institutional investors with respect to “GP stakes” transactions and seeding arrangements and the structuring of investment management firms.
Advise secondary buyers and sellers of interests in private investment funds and private asset portfolios.
Advise institutional investors with respect to investments in private funds, co-investments and related transactions.
Draft, review and negotiate transaction documentation, including registration statements, prospectuses, underwriting agreements, securities purchase agreements and offering memoranda.
Support public company clients with ongoing SEC reporting and disclosure matters, including periodic reports, current reports, proxy materials and SEC comment responses.
Support institutional investors and their representatives with SEC reporting and disclosure matters.
Take ownership of key aspects of transactions, managing drafting processes and coordinating execution with partners, clients, opposing counsel and internal teams.
Work on investment management–adjacent M&A and strategic transactions, including tender and exchange offers, acquisitions, divestitures, business combinations, joint ventures and strategic collaborations involving investment managers and other regulated financial institutions.
Collaborate closely with colleagues across finance, tax, regulatory, intellectual property and M&A practices to deliver integrated, business-focused solutions.
Develop into a trusted advisor by gaining a strong understanding of both the legal and commercial aspects of transactions.