Associate Counsel, Investments

Posting Title: Associate Counsel, Investments
Location: Chicago, IL (Mostly On-Site)
Employment Type: Full-time
Salary Range: $105,600.00-$145,200.00

About Us:
EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

How You’ll Contribute:
As the Associate Counsel, Investments, you will play a critical role in managing transactional legal matters for our investments team. You will ensure compliance, support due diligence, and provide legal expertise to drive seamless investment operations. This position requires a collaborative professional who values precision and thrives in a dynamic, team-oriented environment.

What You’ll Do:

• Transactional Support:

  • Review due diligence materials, confidentiality agreements, term sheets, and transaction documents.
  • Collaborate with internal stakeholders and external counsel to ensure successful transaction execution.
  • Manage the transaction closing process, ensuring all deliverables and conditions are met

• Investment Compliance:

  • Monitor and report investment compliance to ensure adherence to the Investment Advisors Act.
  • Conduct and document AML/KYC searches, addressing follow-up matters.
  • Update investment policies and distribute relevant documents to stakeholders

• Cross-Functional Collaboration & Support:

  • Assist with audit confirmations, corporate minutes, and other documentation.
  • Partner with departments like Internal Audit, Communications, and Legal & Compliance to fulfill investment-related requirements

What You’ll Bring:

Education:

• Bachelor’s Degree required
• Juris Doctor (JD) degree.
• Active license to practice law in any U.S. state.

Experience:

• Minimum 2 years of legal experience in investments, insurance, or asset management.
• Preferred experience in an AmLaw 200 firm or corporate legal department

Knowledge, Skills, and Abilities:

• Strong understanding of investment transactions, including debt, equity, and fund investments.
• Proficiency in AML/KYC processes and legal compliance standards.
• Advanced skills in Microsoft Office, especially Excel.
• Exceptional analytical, communication, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment while fostering collaboration and inclusivity

Where You’ll Work:

• Location: Chicago, Illinois
• Work Arrangements: Mostly On-Site
• Travel Requirements: Travel not required/likely

Compensation and Pay Philosophy: 
The pay range for this role is $105,600.00-$145,200.00. This reflects the expected compensation for the position at the time of posting. The final offer will be based on factors such as the candidate’s experience, qualifications, geographic location, and internal equity, and may be higher or lower than the posted range. The pay range is subject to change in the future in accordance with applicable laws. EquiTrust is committed to fair and competitive compensation that considers individual and organizational needs.  

Total Rewards:
In addition to base pay, eligible employees may receive an annual discretionary incentive bonus and access to a competitive benefits package including: 

• Medical, Dental & Vision coverage:
• 401(k) with Company Match
• Paid time off: Vacation, Sick, Holiday, and more
• Paid Parental Leave for both Mothers and Fathers
• Hybrid/Remote Work Options
• Early Friday Closure

EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers. 

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Salary : $105,600 - $145,200