Legal Operations Associate (Investments)
About The Position
This individual will join a collegial and collaborative team environment within the Legal Department. The Investments Legal Team is seeking an experienced legal operations associate with alternative investments experience to support the Team's mandate in providing expert advice to the Firm's investment professionals. The successful candidate will gain valuable real-world investment experience working alongside attorneys, operations professionals, and investment professionals as they establish investment vehicles, and negotiate investments into private, hedge and other funds, managed accounts, and other investment products.
Requirements
- 2-4 years of paralegal or legal operations experience is preferred
- Project management experience is required
- Alternative investments experience is preferred
- Organized, detail-oriented, deadline-focused, and happy to work in a fast-paced investment environment. This individual should enjoy organizing, managing, and improving systems and processes.
- Ability to communicate and interact with peers and external contacts in an effective, tactful, and professional manner
- Ability to deal discretely with sensitive, confidential information concerning clients and corporate affairs
- Bachelor’s degree from an accredited four-year college
Responsibilities
- Review, analyze and assess investment documentation. Related responsibilities include: (a) the intake of legal review requests and their associated documentation; (b) assisting teams with gathering all necessary documents, prior reviews, information and redlines.
- Assist with the formation and ongoing operation of legal entities, including investment vehicles. This work may entail maintaining and enhancing records, managing closing checklists, assisting with filings, entity liquidation and related matters.
- Track, record, maintain and update information about our clients. May include recording tax, jurisdictional and regulatory concerns and preferences, as well as required or preferred terms.
- Maintain and enhance records of fund reviews and side letters, such as (a) date of last review, (b) date of documents reviewed, (c) type of clients previously invested and (d) agreements pertaining to preferred fees and terms.
- Liaise with Research, Investment and Operations teams to deliver and receive information on investment products, timing, and other information.
- Assist all members of the Legal Department on various matters.
Benefits
- this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
