Legal Analyst

About Portfolio Advisors, LLC

Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike.

In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $83 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT.

About the job

Portfolio Advisors, LLC is seeking a Legal Analyst to support the legal team with a wide variety of legal, compliance, administrative and organizational responsibilities. The ideal candidate is a detail-oriented, self-starter that holds a bachelor’s degree from an accredited four-year college/university and has at least two (2) years of working experience, preferably in a corporate environment. The ideal candidate is willing and able to work out of the Darien, Connecticut office at least four days per week, Monday-Thursday, with flexibility to work remotely on Fridays. The Legal Analyst position is well suited for highly motivated, early-career professionals that have a general interest in legal processes, legal administration and compliance for a growing, multi-faceted organization.

Job Responsibilities

The successful candidate is expected to:

• Handle corporate governance and record-keeping matters, including updating and maintaining the legal team’s internal trackers and templates.
• Prepare, review and track standard corporate agreements including vendor contracts, lease agreements, fund administration agreements, and others.
• Assist the legal team with managing the quarterly fund closings process including compiling fund documents, managing side letters and side letter compendiums, and liaising with outside counsel, investor relations and other internal business teams to facilitate fund closings.
• Lead the legal team’s efforts on foreign office formations, fund registrations, marketing queries, and ongoing compliance in foreign jurisdictions.
• Organize, file and maintain contracts, legal documents, notes, filings and other materials in the firm’s legal share drive.
• Review, allocate and track invoices from vendors and external counsel.
• Work with other members of the legal team on special projects and firm initiatives.

Qualifications:

• Bachelor’s Degree from a four-year accredited college/university.
• Strong organizational, prioritization, interpersonal and administrative skills.
• Self-motivated and able to identify and execute on team needs without having to be told.
• Proficient in Microsoft Office Products (Outlook, Word, PowerPoint, Excel) and Adobe Acrobat. Familiarity with DocuSign a plus.
• Ability to multitask and manage multiple workstreams and projects while maintaining high attention to detail.
• Strong writing, communication and proofreading skills.
• Must have the ability to work collaboratively with a team as well as independently.
• Eagerness to learn more about legal and compliance work in the private funds/asset management industry.

Portfolio Advisors is an Equal Opportunity Employer.

Portfolio Advisors does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of Portfolio Advisors and no fee will be paid.