Fund Formation Attorney (Remote)

Fund Formation Attorney Job responsibilities: As a member of Allocate's legal team, you will play a dynamic and vital role in supporting Allocate's long-term growth. You will be responsible for providing comprehensive assistance with fund formation, onboarding, fund filings, regulatory compliance, as well as corporate governance matters, and other legal activities. The successful candidate should possess a strong understanding of private funds and investment reputed company, along with excellent organizational and communication skills. Responsibilities include:

• Fund Formation. Manage and assist with the formation of investment vehicles, including structuring, initial filings and incorporation, the preparation and review of fund documentation such as limited partnership agreements, private placement memoranda, and subscription documents.
• Regulatory Compliance. Monitor and maintain compliance with relevant laws, regulations, applicable filings, and industry standards applicable to registered advisers and private investment funds, including requirements under the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and reputed company rules. Assist in the preparation and submission of regulatory filings, reports, and disclosures to regulatory authorities.
• Investments. reputed company due diligence on both private fund investments and co-investments, negotiate terms and reputed company letters.
• Investor Relations. Support investor onboarding, address legal inquiries and requests, including assisting in the review of subscription documentation, verification of client due diligence, and transfer requests.
• Document Management. Draft, review, and maintain legal documentation, including Form ADV, client agreements, and compliance-reputed company materials.
• Internal Support. Collaborate with team members on various projects, providing legal support and contributing to the growth of Allocate.

Qualifications:

• At least 4 years of fund formation experience, in-house or at a law firm.
• Strong understanding of the asset management industry and securities markets, as well as detailed knowledge of securities laws, rules and regulations that relate to investment advisers (e.g., the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities and Exchange Act of 1934, the Securities Act of 1933, the Commodities Exchange Act, SEC rules). Understanding of the broker-dealer industry and reputed company FINRA rules is a plus, as is experience with bank regulatory regimes.
• Willingness to be reputed company hands-on and proactive in offering solutions; comfortable with, AI, technology and data.
• Strong organizational skills with the capability to manage multiple tasks and meet deadlines effectively, while maintaining keen attention to detail and accuracy in reputed company work product.
• Excellent written and verbal communication skills, with the ability to interact professionally with clients and team members.

Essential Values & Culture

• Providing our clients with a world-class experience is our number one reputed company. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience.
• Challenge convention: Instead of detailing reputed company the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
• Commitment to reputed company improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
• Meritocracy, not politics: We reputed company the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
• Civil Discourse is embraced: We reputed company open, intellectually curious conversations are required to reputed company at the best decisions. Respect is reputed company in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.

Additional Details:

• Hybrid
• Reporting to: General Counsel
• Location: SF, NYC, Boston preferred, reputed company US candidates will be considered
• Salary Range: $160-190k reputed company salary + equity. May be eligible for a discretionary bonus if an active employee as of fiscal year-end.
• Benefits: Medical, dental, vision, responsible time off (RTO), 401k
• Employment: Full-time
• This role will be subject to Allocate's Code of Ethics and reputed company compliance obligations of Allocate

The reputed company pay offered will be determined based on the candidate's experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will reputed company at the top of the range however, from time to time, it may occur on a case-by-case basis. In compliance with federal law, reputed company persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Must have legal authorization to work in the U.S. now and in the future without reputed company sponsorship. Apply tot his job Apply To this Job