Talent.com
Senior Fund Formation Attorney (Remote in U.S.)
Senior Fund Formation Attorney (Remote in U.S.)Allocate • California, MO, US
Senior Fund Formation Attorney (Remote in U.S.)

Senior Fund Formation Attorney (Remote in U.S.)

Allocate • California, MO, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters.remote
job_description.job_card.job_description

Fund Formation Attorney

Job responsibilities :

  • As a senior 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 management concepts, 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 partnerships, 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 related rules. Assist in the preparation and submission of regulatory filings, reports, and disclosures to regulatory authorities.
  • Investments. Perform due diligence on both private fund investments and co-investments, negotiate terms and side 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-related materials.
  • Internal Support. Collaborate with team members on various projects, providing legal support and contributing to the growth of Allocate.
  • Product Strategy. Assist General Counsel and engineering teams in development of new legal product offerings.

Qualifications :

  • At least 6 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 related FINRA rules is a plus, as is experience with bank regulatory regimes.
  • Willingness to be very 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 all 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 priority. 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 all 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 continuous improvement : We find ways to personally scale each day by pushing ourselves up the learning curve.
  • Meritocracy, not politics : We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
  • Civil Discourse is embraced : We believe open, intellectually curious conversations are required to arrive at the best decisions. Respect is paramount 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, all US candidates will be considered
  • Salary Range : $190-220k base 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 related compliance obligations of Allocate. The base 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 begin 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, all 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 visa sponsorship.

    J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Senior Attorney • California, MO, US

    Job_description.internal_linking.related_jobs
    Founding Immigration Attorney

    Founding Immigration Attorney

    Gale • California, MO, US
    serp_jobs.job_card.full_time
    Traditional immigration law firms rely on email, crusty web forms, and armies of paralegals.We use automation and AI to do everything they do 10x faster and with higher accuracy.This frees our lawy...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Attorney - Jefferson City

    Attorney - Jefferson City

    State of Missouri • Jefferson City, MO, US
    serp_jobs.job_card.full_time
    Be among the first 25 applicants.Direct message the job poster from State of Missouri.In all criminal prosecutions, the accused shall enjoy the right…to have the assistance of counsel for his defen...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Attorney - Remote assignment

    Attorney - Remote assignment

    TBG | The Bachrach Group • California, MO, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Prestigious Civil Litigation Law Firm is looking for an attorney with at least one year of legal experience to work on an ongoing project. JD required and must be licensed in California.Must feel co...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Attorney : Property Casualty / 1st Party Property | Fully Remote

    Attorney : Property Casualty / 1st Party Property | Fully Remote

    Alexander Shunnarah Trial Attorneys • California, MO, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Attorney : Property Casualty / 1st Party Property | Fully Remote.Alexander Shunnarah Trial Attorneys is a rapidly growing personal injury law firm based in Alabama with offices across the nation.We ha...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Transportation Litigation Senior Attorney

    Transportation Litigation Senior Attorney

    Wilson Elser • California, MO, US
    serp_jobs.job_card.full_time
    Transportation Litigation Senior Attorney.Founded in 1978, we rank among the top 100 law firms identified by The American Lawyer and 36 in the National Law Journal's survey of the nation's largest ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Associate Attorney - Civil Litigation Defense

    Remote Associate Attorney - Civil Litigation Defense

    Orion Placement • California, MO, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Remote Associate Attorney – Civil Litigation Defense.Remote Associate Attorney – Civil Litigation Defense.This position is remote but requires residence in California. The candidate must be licensed...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Attorney Auditor

    Attorney Auditor

    Sedgwick • Jefferson City, MO, US
    serp_jobs.job_card.full_time
    By joining Sedgwick, you'll be part of something truly meaningful.It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Regional Attorney

    Regional Attorney

    State of California • California, MO, US
    serp_jobs.job_card.permanent
    These are 12 month limited-term positions with the possibility of extending to 24 months, becoming permanent, or other arrangements. These positions are statewide but must be able to report to one o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Product Liability Attorney (Lemon Law)

    Product Liability Attorney (Lemon Law)

    Elevate Flexible Legal Resourcing • California, MO, US
    serp_jobs.job_card.full_time +2
    Be among the first 25 applicants.Direct message the job poster from Elevate Flexible Legal Resourcing.Legal Delivery Ninja | Fast, Flexible Legal Services Powered by ALSP Innovation| Serving Law Fi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Attorney Future Openings

    Attorney Future Openings

    1800lionlaw • California, MO, US
    serp_jobs.job_card.full_time
    Welcome to Thompson Law LLP Careers! We're excited that you're exploring opportunities with us.At Thompson Law LLP, we're passionate about making a difference for our clients and fostering a collab...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Complex Litigation Attorney

    Senior Complex Litigation Attorney

    Wilson Elser • California, MO, US
    serp_jobs.job_card.full_time
    Founded in 1978, we rank among the top 100 law firms identified by The American Lawyer and 36 in the National Law Journal's survey of the nation's largest law firms. We're also Mansfield Certified P...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    100% Remote - Family Law Attorney

    100% Remote - Family Law Attorney

    Ascendion • California, MO, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Family Law Attorney (100% Remote – California-Based).Join a respected, client-focused.Handle a full range of family law matters — divorce, custody, support, DV, and property division.Represent clie...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote California Litigation Attorneys (PARTNERS & ASSOCIATES)

    Remote California Litigation Attorneys (PARTNERS & ASSOCIATES)

    Resnick & Louis, P.C. - Attorneys at Law • California, MO, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Remote California Litigation Attorneys (Partners & Associates) – Resnick & Louis, P.This opportunity supports California licensed lawyers to grow their practice remotely with a strong marke...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Associate Attorney

    Remote Associate Attorney

    Locked In Talent • California, MO, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    An established and highly respected organization is seeking an Associate Attorney to join its growing litigation team.This group is known for its supportive culture, long-term stability, and commit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Associate Attorney

    Senior Associate Attorney

    Elevate Staffing Solutions Inc. • California, MO, US
    serp_jobs.job_card.full_time
    Senior Litigation Associate – Business Litigation.Location : Woodland Hills, CA (Hybrid – Flexible Work from Home).Salary : $185K – $220K (commensurate with experience) + Bonus + Growth Opportunities...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Contract Attorney

    Contract Attorney

    Hire Counsel • California, MO, US
    serp_jobs.job_card.full_time
    As one of the nation's largest legal staffing providers, Hire Counsel has an immediate opportunity for California barred attorneys to work from home, with an AmLaw 100 law firm as a Staff Attorney....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Join a Dynamic, Remote-First Litigation Leader - Insurance Defense Attorney Role | LA (Fully Re

    Join a Dynamic, Remote-First Litigation Leader - Insurance Defense Attorney Role | LA (Fully Re

    We Are Legal Revolution • California, MO, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Be among the first 25 applicants.Direct message the job poster from We Are Legal Revolution.Premier litigation firm, seeking a trial-ready litigator to join its thriving LA team.With a steady strea...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Staff Attorney

    Senior Staff Attorney

    Mielegalaid • California, MO, US
    serp_jobs.job_card.full_time
    Inspired by Jewish values and ideals, MAZON : A Jewish Response to Hunger is a national advocacy organization working to end hunger among people of all faiths and backgrounds in the United States an...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted