Demo

Attorney Specialist Asset Management and Investment Funds

BCG Attorney Search
Palo Alto, CA Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 4/5/2025

Attorney Specialist - Asset Management and Investment Funds

Company name : BCG Attorney Search

Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.

Experience : 2-17 yrs required

Posted on : Dec 29, 2024

Valid Through : Jan 28, 2025

Profile :

A law firm seeks an experienced Attorney Specialist to join its growing Asset Management and Investment Funds (AMIF) practice group in Palo Alto, CA . This permanent position is ideal for individuals interested in non-partnership track opportunities. The Attorney Specialist will play a key role in assisting with mutual fund filings, new fund launches, and ensuring compliance with regulations under the 1940 Act . The role offers an opportunity to work closely with partners and associates on significant client relationships in a specialized and dynamic area of law.

Duties :

  • Support registered fund attorneys with mutual fund and ETF filings, including new fund launches and updates to fund registration statements.
  • Review and prepare mutual fund shareholder reports and board materials.
  • Conduct legal research on matters related to the 1940 Act and provide actionable insights.
  • Assist in reviewing, analyzing, and updating mutual fund documents.
  • Collaborate with partners and other team members to ensure comprehensive legal support for clients in the asset management sector.
  • Manage multiple projects and deadlines while maintaining a high standard of work quality.

Requirements :

  • 5-10 years of direct experience in asset management or investment funds law, with specific experience in mutual fund compliance and the 1940 Act .
  • Strong project management abilities and demonstrated leadership skills, whether as a leader or team member.
  • Ability to work independently, while being a proactive collaborator within a team environment.
  • A client-focused mindset with the ability to provide high-level service in a complex legal landscape.
  • Education :

  • Juris Doctor (J.D.) from an accredited law school.
  • Certifications :

  • Licensed to practice law in the relevant jurisdiction (preferably California ).
  • Skills :

  • In-depth knowledge of mutual fund regulations, the 1940 Act , and related compliance requirements.
  • Strong communication skills, with the ability to articulate complex legal concepts clearly and effectively.
  • Advanced legal research and writing skills.
  • Ability to manage multiple projects simultaneously and meet deadlines.
  • Expertise in drafting, reviewing, and preparing legal documents related to mutual funds and ETFs.
  • Benefits :

  • Medical, dental, and vision coverage with a Health Savings Account option.
  • Generous paid time off (25-30 days per year), holidays, and parental leave.
  • 401(k) retirement plan with profit sharing and business travel accident insurance.
  • Short- and long-term disability protection, life insurance, and pet insurance.
  • Wellness programs, employee assistance services, and identity protection insurance.
  • Opportunities for professional development and CLE credits.
  • Flexible spending accounts and student loan refinancing options.
  • Hybrid / remote work opportunities and relocation assistance.
  • Additional perks, such as technology, entertainment, and travel discounts, and a robust employee referral program.
  • This role offers a unique opportunity to work in a specialized and expanding area of law, providing significant career growth potential and a supportive, dynamic work environment.

    J-18808-Ljbffr

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Attorney Specialist Asset Management and Investment Funds?

    Sign up to receive alerts about other jobs on the Attorney Specialist Asset Management and Investment Funds career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $218,495 - $314,760
    Income Estimation: 
    $263,923 - $418,601
    Income Estimation: 
    $92,181 - $128,919
    Income Estimation: 
    $123,673 - $176,421
    Income Estimation: 
    $123,673 - $176,421
    Income Estimation: 
    $162,804 - $221,695
    Income Estimation: 
    $162,804 - $221,695
    Income Estimation: 
    $183,562 - $247,678
    Income Estimation: 
    $183,562 - $247,678
    Income Estimation: 
    $218,347 - $287,280
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at BCG Attorney Search

    BCG Attorney Search
    Hired Organization Address Greenwich, CT Full Time
    A law firm seeks a qualified Corporate Attorney to join its team in Greenwich, CT. This position is suitable for candida...
    BCG Attorney Search
    Hired Organization Address Greenville, SC Full Time
    Job Overview : A prestigious law firm in Greenville, SC, is seeking a dedicated and experienced Civil Trial Attorney to ...
    BCG Attorney Search
    Hired Organization Address Greenville, SC Full Time
    Medical Malpractice / Nursing Home Negligence Civil Trial Attorney Company Name : BCG Attorney SearchExperience : 1-5 yr...
    BCG Attorney Search
    Hired Organization Address Boston, MA Full Time
    Health Care Transactional Associate Attorney Company Name : BCG Attorney SearchExperience : 2-10 yrs requiredPosted on :...

    Not the job you're looking for? Here are some other Attorney Specialist Asset Management and Investment Funds jobs in the Palo Alto, CA area that may be a better fit.

    Real Estate Attorney - Investment Funds Group

    BCG Attorney Search, Palo Alto, CA

    Asset Management Specialist

    Gatik AI, Inc., Mountain View, CA

    AI Assistant is available now!

    Feel free to start your new journey!