Legal Analyst

New York, NY

Job Reference #1903

Our client, a prestigious asset management and advisory firm, is looking to bring on an inspired legal professional to support the legal team and General Counsel on a variety of principal investment matters.  This is a newly created position due to the firm’s continued global expansion and new fund launches. 

Key Points:

  • Person will have exposure to high-profile investments across private equity and venture strategies
  • Tons of room for growth – no shortage of things for this person to do – The last person hired in this group (in 2022) has already taken on substantially more responsibilities
  • The team is phenomenal – young, hungry, entrepreneurial, and supportive
  • Everyone has a seat at the table and no matter what your role, your ideas matter


  • Organize documentation around investor activity across various funds (transfers, subscriptions and redemptions, closings, etc.)
  • Maintain legal files related to entity formation and dissolution process (updating internal structure charts and internal operations team members)
  • Manage legal reporting deadlines for funds, drafting notices, and finalizing communications to investors (high attention to detail required)
  • Track terms and obligations of various legal agreements (engagement letters, NDAs, vendor agreements, and the like)
  • Track corporate actions across investment funds while maintaining legal files, coordinating final documents with portfolio companies, and logging activity
  • Complete various questionnaires/KYC as requested by investors or service providers 
  • Coordinate share certificate deposit process with portfolio companies and relevant custodians; ensure marketing materials across the firm are reviewed by legal/compliance 
  • Participate in weekly legal team meetings; interact with Accounting, HR, IR and other teams throughout the firm


  • 1+ year of relevant experience within the asset management space is preferred, paralegal experience is helpful; bachelor’s degree from an accredited university
  • Proficiency in Microsoft Office products and ability to adapt to new systems
  • High attention to detail and superior organizational skills, with the ability to perform multiple functions simultaneously in an environment with deadlines
  • Excellent written and oral communication skills; must be comfortable working in a team-oriented and smaller firm
  • Proactive problem solver; interested in a career in a legal or regulatory compliance profession

Compensation: $95-115K base; $130-155K all-in