Job Description

Position Overview-ideally want someone from the investment world (and financial services) with NDA contracts or a large law firm. The clients here are large financial firms.

You will support the firm's Legal & Compliance Department in a variety of operational processes and projects, primarily focusing on the processing of amendment/legal action reviews proposed by client private markets fund managers. Technical and operational tools necessary to fulfill responsibilities will be supported by Portfolio Analytics & Reporting department.

Essential Job Functions

Responsibilities:

• Review and analyze proposed amendments to private markets fund agreements (across asset classes)
• Analyze proposed advisory board actions for private markets funds (across asset classes)
• Coordinate communications with internal teams (Reporting, Research, Legal, Tax and Accounting)
• Draft client recommendation memos
• Review and negotiate Confidentiality / Non-Disclosure Agreements
• Assist the Legal team with completing and executing most favored nation (MFN) elections, right of first refusal (ROFR) elections, follow-on elections and other fund liquidity elections
• Participate in the formulation and implementation of process improvements and technology solutions to optimize efficiency, with an emphasis on Legal & Compliance operations functions

Personal Skills:

• Utilize effective time management skills to maintain a commitment to quality and attention to detail; ensure that all work is completed accurately and on time
• Professionally communicate with all levels of staff, internal and external
• Foster a sense of teamwork, assisting others when needed/required
• Flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate
• Have a strong sense of integrity, behaving consistently with expressed values and ethical principles
• Focus on specific goals and demonstrate a sense of personal growth, accountability and urgency for achieving results

Education and Work Experience Requirements:

• Four-year college degree
• One year of paralegal or legal administrative experience
• Experience in financial services (preferably private markets) and/or operational due diligence is a plus

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