Fund Formation Attorney
Job Description
Fund Formation Attorney
Location: Dallas, TX (Hybrid)
A global investment management firm with an international footprint is seeking a Fund Formation Attorney to join its in-house Legal Department. The firm manages a diversified portfolio of private funds and client accounts and maintains a collaborative, low turnover culture. This role offers the opportunity to support private fund formation, investor relations activity, and regulatory matters across a complex investment business.
As part of the legal and compliance function, you will work closely with teams across the organization, including Investor Relations, Compliance, and both front and back-office personnel. This is a strong opportunity for an attorney who enjoys intellectually rigorous work and wants to contribute to a high performing in-house legal team.
Key Responsibilities
- Prepare, review, and support the development of private fund offering documents and related materials, including:
- Private placement memoranda
- Governing agreements
- Subscription documents
- Side letters
- Intercompany agreements connected to fund management
- Prepare, review, and assist with documentation for separate client accounts, including investment management agreements and investment guidelines
- Partner with the Investor Relations team to prepare and review marketing materials, investor communications, disclosures, and reports
- Assist with understanding and applying U.S. and non U.S. regulatory requirements relevant to the marketing and offering of private funds in multiple jurisdictions
- Provide legal and regulatory support for private funds and client accounts and assist the Compliance Department with matters arising under the compliance program
- Support a wide range of legal and regulatory matters across the business and provide guidance to internal teams as needed
Candidate Profile
- Licensed attorney in good standing with the Texas Bar or equivalent
- Minimum of 4 years of experience in investment management or fund formation at a major law firm or investment management firm
- Strong knowledge of U.S. securities laws relating to investment funds
- Strong academic credentials and organizational skills
- Self motivated and capable of operating effectively in a fast paced and high stakes environment
- Strong oral and written communication skills
