Institutional Equity Division – Director/VP, Fund Services - Documentation (New York/Purchase)
Core
Director/VP managing fund documentation, drafting and negotiating administration agreements, and coordinating legal issues for private fund clients.
Role type
Senior IC legal operations manager (fund services)
Builds
Administration/service agreements, offering documents, and investor service workflows for private funds
Domain
Financial services / Alternative investments / Fund administration
Required skills
Contract drafting and negotiation, Legal document review, Regulatory compliance (AML, CIMA, Cayman, ERISA), Client and counsel management, Workflow management, Training development
Preferred skills
Management or supervisory experience, ERISA expertise
Technologies
Excel, Proprietary systems (Online Forms)
Responsibilities
Drafting and negotiating administration/service agreements with private fund clients, Reviewing client offering and subscription documents, Implementing technology initiatives for document workflows, Direct engagement with clients and investors, Coordinating resolution of legal-related issues from investor services and accounting teams
Seniority
Director/VP, hands-on IC with leadership scope
