About The Position
The External Investing Group (XIG) provides clients with investment and advisory solutions across a wide range of asset classes and strategies, including hedge funds, private credit, private equity, real estate, public equity, fixed income, and ESG strategies. XIG manages diversified programs, sector-specific strategies, customized portfolios, and advisory services. The XIG Platform Management team is responsible for portfolio implementation, trading, liquidity management, portfolio construction, monitoring, external manager onboarding, product development, business control framework oversight, and strategic growth initiatives. This specific role within Platform Management focuses on fund formation and structuring, and client and investment contract negotiations, requiring close collaboration with Legal, Tax, and other business partners. The individual will also be involved in platform commercial initiatives, analyzing manager offering materials during due diligence, and improving investment implementation and fund launch processes.
Requirements
- J.D. or equivalent law degree with 5+ years of asset management experience, preferably in the hedge fund or alternative asset industry.
- Prior experience with fund formation, client contracts (e.g., IMAs), and investment contracts (e.g., side letters) is required.
- Strong communication, analytical, presentation, and interpersonal skills.
- Enthusiastic, self-starter with a demonstrated orientation toward managing sensitive and business-critical initiatives and negotiations.
- Demonstrated capacity to influence outcomes across multiple stakeholders.
- Proven ability to thrive in a team environment that extends beyond XIG to include all business partner teams.
- Ability to manage multiple priorities in a fast-paced collaborative environment.
- Must be detail-oriented.
Nice To Haves
- Prior experience and understanding of hedge fund operating mechanics, ideally from a legal-oriented lens.
Responsibilities
- Lead the team in XIG fund formation, including design, structuring, review of offering and ancillary documents, and negotiation of deal-related contracts.
- Engage in client mandate launches, including negotiation of Investment Management Agreements (IMAs), commercial term sheets, and third-party service level agreements.
- Oversee business negotiations for hedge fund investments in side letters or similar contracts as part of the manager onboarding process.
- Manage investment platform matters, including XIG fund term amendments, restructuring activities, and other XIG fund events requiring business analysis and decision-making.
- Conduct due diligence analysis of hedge fund offering and ancillary documents as part of holistic investment and operational due diligence.
- Actively participate in the integration of AI into fund launch and investment implementation processes.
- Contribute to product development and business innovation.
- Engage with the hedge fund industry regarding market participants' approaches to investment structuring and new product innovation.
- Actively coach and develop junior team members.
Benefits
- Discretionary bonus eligibility
- Valuable and competitive benefits and wellness offerings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Ph.D. or professional degree
