Multi-Billion Dollar Investment Manager

Legal Professional , Westchester, NY

Legal Professional - Title Dependent on Experience (Westchester County, NY): Our client, a multi-billion dollar investment manager in the Westchester area, has a newly created role for a legal professional to report directly into the firm’s General Counsel.  The individual will work with the firm’s investors, portfolio services team and operations group to help coordinate financial, legal, compliance and operational aspects of the firm’s business.  Additionally, this new hire will work closely with deal teams to close new investments and portfolio company transactions.  Specifically, the new hire will manage the logistics and coordination of mergers, acquisitions, stock sales, venture financings, and other portfolio company transactions; facilitate regulatory compliance matters; develop and maintain legal policies and procedures for the firm; serve as the principal liaison with accounting team for the portfolio company transaction matters; evaluate portfolio company actions; develop knowledge sharing tools for the legal team; track the status of transactions and litigations; and assist with the drafting of contracts.  The ideal candidate will have strong communications skills, excellent organizational skills with a demonstrated ability to handle, prioritize and follow through on numerous projects simultaneously, familiarity with the investor adviser regulatory landscape, and prior experience working in a project management, compliance, and/or legal capacity.  Given that the firm has created this role, they are willing to consider a number of different profiles inclusive of paralegal, compliance, or junior attorney professionals. 



  • Organization is known as one of the top ranked firms within its investment specialty
  • Newly created position offering this individual to “create their own mark” within the organization
  • Firm has highly recognizable and notable portfolio company investments
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