Corporate - Asset/Investment Management Attorney in New York City, NY

In-House

New York City, NY

Corporate - Asset/Investment Management Attorney in New York City, NY

Attorney

Min 5 yrs required

No

Job Title: Distributor & Commercial Partnerships

Job Responsibilities:
- Spearhead the drafting, reviewing, and negotiating of a wide range of commercial agreements, such as selling agreements, placement agreements, service agreements, and other distribution-related agreements for the company's Client & Product Solutions business.
- Identify, advise on, and assist in resolving legal issues related to fundraising, distribution, marketing, order processing, and investor relations.
- Work closely with business teams, other legal counsel (both external and internal), distribution partners, and other third-party partners like CAIS, iCapital, and Allfunds.
- Serve as a key resource for distribution agreements across all channels, including banks, wirehouses, Registered Investment Advisors (RIAs), independent broker-dealers, commercial banks, and placement agents, as well as across all global jurisdictions such as the US, EMEA, APAC, and LATAM.
- Collaborate with internal and external legal, sales, finance, operations, and tax teams in evaluating the feasibility, structuring, and formation of agreements.
- Serve as a project manager throughout the lifecycle of the agreement drafting and delivery process.
- Leverage law firm and internal partners to provide legal research and analysis as required during the negotiation process.

Education and Experience Information:
- Bachelor’s Degree required; Juris Doctor required.
- Minimum of 5+ years of experience, preferably in an alternative asset management firm, law firm, investment bank, or other high-caliber institution.
- Proficiency or experience with fund offering documents, including private placement memorandums, partnership agreements, and subscription documents.
- Understanding of the private markets investment landscape.
- Strong work ethic, acute attention to detail, and ability to multi-task and prioritize.
- Excellent interpersonal, decision-making, and analytical abilities.
- Experience reviewing and interpreting statutes, rules, and regulations with knowledge of . securities laws including Investment Advisers Act of 1940 (including the Marketing Rule), Securities Act of 1933 (including Regulation D), the Securities Exchange Act of 1934, and/or the Investment Company Act of 1940.
- Experience with broker-dealer/FINRA matters, global securities regulations, Alternative Investment Fund Managers Directive (AIFMD), anti-money laundering (AML) regulations, data protection laws, and tax considerations related to alternative investments is preferable, but not required.
- Experience working with a range of distribution channels, ideally with experience in the private wealth segment.
- Ability and desire to work in a highly innovative, fast-paced setting that is consistently pursuing new and leading-edge solutions for the company.
- Very strong ability to partner with cross-functional teams in a highly collaborative manner, always identifying and working well with a broad range of stakeholders.

Salary Information:
- Pay Range: $150,000 - $240,000
- This position is also eligible for a discretionary annual bonus based on personal, team, and company performance.
- Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

Additional Information:
- The company is committed to championing opportunity.
- The company and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression, or any other protected characteristic under applicable law.
- The contents of the qualifications and experience section of this job description are guidelines only. If an applicant can otherwise demonstrate their suitability for the role, they will be considered.