Backed by Pear VC.
About the role
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. You will also be an active participant in the development and success of Allocate’s technology products.
What they're looking for
- At least 4 years of experience at a major law firm or in-house legal department working on private funds, experience with open-ended and closed-ended funds a plus
- Juris Doctor degree from an accredited law school and at least one active bar membership/license to practice law in any state
- Excellent written and verbal communication skills, with the ability to interact professionally with clients and team members
- Willingness to be very hands-on and proactive in offering solutions, comfortable with technology
- Strong organizational skills with the capability to manage multiple tasks and meet deadlines effectively, while maintaining keen attention to detail and accuracy in all work product
More about this role
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. You will also be an active participant in the development and success of Allocate’s technology products. The successful candidate should possess a strong understanding of private fund concepts, along with excellent organizational and communication skills.
Advising on a broad range of legal and regulatory matters related to the formation, distribution/marketing, and operation of private funds and separate account products. This includes preparing and negotiating private placement memoranda, partnership agreements, side letters, placement agreements, investment management agreements, and other fund-related documents.
Supporting the company’s investment activities by reviewing, drafting, and managing engagement letters and other investment-related agreements.
Supporting client and relationship teams on investor onboarding and investor inquiries.
Monitoring and...
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