Vice President II - Counsel — Institutional Asset Management
Core
Senior in-house counsel providing legal support for institutional asset management, including investment advisory, structured transactions, and regulatory compliance.
Role type
Senior in-house counsel (institutional asset management)
Builds
Investment advisory platforms, private funds, collective investment trusts, separately managed accounts, and pension/retirement products.
Domain
Financial services / Institutional Asset Management
Deliverable
Production legal frameworks and transaction documents
Required skills
Institutional asset management expertise, insurance asset management, structured debt investments, private credit, direct investments, investment restructurings, regulatory compliance (Advisers Act, FINRA, ERISA), contract negotiation, outside counsel management
Preferred skills
Insurance company balance sheet investing experience, leading law firm or in-house background
Technologies
Legal research databases, transaction management systems
Responsibilities
Support investment advisory activities across insurance general accounts, private funds, and CITs; advise portfolio managers on regulatory considerations for insurance balance sheet investing; draft and negotiate investment management and transaction documents; coordinate with outside counsel on regulatory matters; partner with Compliance and Risk teams to mitigate legal risks; assist with regulatory examinations and inquiries.
Seniority
Senior, hands-on IC
