Investment Firm

Attorney - Corporate Transactions, New York, NY

Attorney – Corporate Transactions (New York, NY): Our client, a stable and unique investment firm with over $10 billion in assets under advisory, has a newly created position for an Attorney to join their lean team.  This individual will step into a brand-new opening with direct access and exposure to the CEO and GC/CCO of the firm.  This is an ideal position for an experienced transactional attorney to join a successful business. 


Key Points:

  • Individual will work in an independent but critical capacity for the firm, handling all transactional work with the CEO and other members of the investment team
  • Great quality of life with flexible hours, 9:00am-5:00/5:30pm


  • Review co-investment opportunities documentation and deal documentation; draft and review organizational documents for private investment funds
  • Collaborate with internal parties to advance the firm’s development of new products
  • Draft and review NDAs and confidentiality agreements
  • Handle all regulatory agency matters as it relates to the SEC and the Federal Deposit Insurance Corporation


  • 5+ years of law firm experience with a focus on corporate and transactional law; must have strong academic credentials and a J.D.
  • Experience working with banks, clearing firms, RIAs and broker/dealers is strongly preferred
  • A strong understanding of how investment entities utilize financial products for funding and investments is critical
  • An understanding of how investment firms are regulated with state, federal bank, and securities regulatory agencies is necessary
  • Ability to work well under pressure with strong organizational and communication skills

Job Reference #1372

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