US Funds Legal – Wealth Distribution Funds Lawyer
About The Position
Barings’ Funds Legal Team is seeking a lawyer to support fund distribution, fund formation, and capital-raising activities, particularly for wealth clients, across investment vehicles and asset classes. The role provides legal assistance on fund structuring, design, and maintenance; investor negotiations; distribution and marketing; and related legal and regulatory matters. The position is based at Barings’ headquarters in Charlotte, North Carolina, or its New York, New York office. The Funds Legal Team works across Barings’ global platform as a trusted strategic advisor, managing and mitigating legal risk and supporting client legal needs. The lawyer will partner with Product Management, Client Group, Compliance, Tax, and other internal teams, as well as outside counsel, to develop and support wealth products and projects.
Requirements
- At least 6 years of relevant experience at a law firm or asset manager.
- Experience with the legal and regulatory frameworks for marketing and distributing investment funds and onboarding wealth clients into funds.
- Experience with a variety of wealth fund structures and their relevant tax and regulatory implications.
- Strong analytical skills and experience drafting fund documentation.
- Strong negotiation skills, attention to detail, and ability to work through complex issues and structures.
- Team-oriented, with strong interpersonal and communication skills, and able to work independently and drive projects to completion.
- Ability to adapt to an evolving and growing business and confidence to work in new areas of law beyond existing areas of expertise.
Responsibilities
- Collaborate with Product Management, Client Group, Compliance, and Tax to structure and launch wealth products.
- Provide internal legal advice for new and existing Barings investment funds distributed to wealth clients, including closed- and open-ended structures such as white label feeder funds, interval funds, third-party distribution platforms, and access funds.
- Support capital-raising and distribution activities across asset classes, including private credit, real estate debt and equity, private equity, capital solutions, portfolio finance, and public fixed income.
- Advise on fund distribution arrangements, intermediary terms, and placement agent agreements.
- Manage legal aspects of new wealth projects, including coordinating with outside counsel and internal teams on fund documentation, distribution and marketing, and integration of funds into wealth management and digital platforms.
- Manage relationships with external counsel to maximize the effectiveness and efficiency of external advice and assistance.
- Create and document internal processes and decision-making for fund-raising activities.
Benefits
- Medical coverage, including virtual care, prescription, dental, and vision coverage
- Fitness Center Reimbursement Program, including online memberships
- Employee Assistance Program (EAP)
- Fertility benefits
- 401(k) plan with company match
- Health Savings Account (HSA) with company contributions
- Flexible Spending Accounts (FSA) for health care and dependent care
- Retirement Health Reimbursement Account
- Basic and supplemental life insurance
- Spouse and child life insurance
- Paid vacation, sick days, and annual holidays
- Paid leaves of absence, including maternity, parental, caregiver, and bereavement leave
- Short- and long-term disability plans
- Paid volunteer time
- Education Assistance Program
- Charitable Matching Gifts Program
- Commuter Reimbursement Program
- Adoption and surrogacy reimbursement program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
