Duties: Under the supervision of the General Counsel and Senior Counsel, provide general legal support to OFS on various corporate matters, including (i) assisting with corporate legal matters relating to investment funds, including fund governance; (ii) preparing corporate minutes and board materials and attending to general corporate housekeeping; and (iii) effecting capital markets and other financial transactions. The OFS culture is fast-paced, down-to-earth, c...
Senior Legal Counsel - Asset Management
Duties: Provide day-to-day advice and counsel to management, product, sales, marketing, portfolio management, risk, and compliance staff; Draft, negotiate and review various types of legal agreements and regulatory documents; Keep abreast of new laws, regulations, and industry trends in assigned areas of responsibility; Act as legal advisor to in-house committees and business units; and Participate in industry groups.
Associate / Senior Associate, Asset Management
Responsibilities: Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients. Work as part of a multi-disciplinary team helping to provide industry knowledge and experience. Build and manage client relationships. Manage teams of tax professionals and assistants working on client projects. Advise clients and be accountable for delivering high quality tax serv...
VP, Assistant General Counsel - Asset & Wealth Management Legal
Duties: Provide legal support and advise on all legal aspects of governance, management and administration of Wealth Management mutual funds, in particular the Six Circles Funds, including product development and fund board, adviser and sub-adviser matters. Manage and provide legal support for fund registration statements, prospectuses, periodic reports/updates, agreements, operations, and policies and procedu...
Senior Counsel, Investment Consulting
Responsibilities: Draft and negotiate various types of investment agreements relating to investments business (e.g., investment advisory, investment management agreements, etc.); develop and demonstrate a familiarity with the creation of private investment vehicles in a wide variety of legal structures, as well as in a variety of investment products (e.g., ERISA funds, private credit, fund-of-hedge funds, collective investment trusts);...