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Counsel, Funds & Investment Management

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Dimensional Fund Advisors
Full Time position
Listed on 2025-12-10
Job specializations:
  • Law/Legal
    Financial Law
Job Description & How to Apply Below

Join to apply for the Counsel, Funds & Investment Management role at Dimensional Fund Advisors

Notes to Applicants
  • Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach:
    We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office.

    Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
  • Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
  • The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
  • If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Job Description

Dimensional's Legal division is an in‑house team of client‑focused attorneys, paralegals, and legal assistants who partner with internal and external teams to help provide legal expertise across business functions, legal systems, and jurisdictions.

This Funds & Investment Management Counsel role will assist with day‑to‑day legal needs in support of Dimensional’s institutional and sub‑advised fund clients. Work will include providing advice with respect to federal, state and international securities law analysis and compliance. This position will report to the Vice President and Lead Counsel for the firm’s institutional and sub‑advised fund client matters.

Responsibilities
  • Support the firm’s sub‑advised fund and funds of funds business, which includes negotiating and drafting sub‑advisory agreements, commenting on registration statements and engaging in the sub‑advised funds’ 15(c) process (including portfolio management discussion and analysis, comparative fee reporting, etc.) and assisting with responses to sub‑advised client inquiries.
  • Negotiate investment management agreements and other contracts and related amendments with institutional investors and financial service intermediaries.
  • Review and coordinate the work of multiple internal groups in connection with the creation of new fund products and ongoing maintenance of existing products.
  • Assist the firm with compliance with applicable federal, state or multi‑jurisdictional regulatory law, including analysis and assistance in connection with implementation of new regulatory initiatives.
  • Review and interpret statutes, rules and policies relevant to the regulatory functions of Dimensional, its corporate subsidiaries and its fund complexes, and work with clients to meet their business objectives in the applicable regulatory environment.
  • Serve as legal consultant to internal business clients for special projects.
  • Prepare and, when requested, present materials such as memoranda, agendas, and meeting minutes for internal meetings, committee meetings, or the meetings of the various Boards of Dimensional, its subsidiary companies and/or its fund complexes; identify legal issues and provide legal advice of importance to the Boards.
  • Facilitate communication among all major stakeholders, including senior management and control functions.
Qualifications
  • 3‑7 years of practice in a top‑tier law firm, company or government agency handling legal and regulatory issues relating to registered investment products.
  • Substantial knowledge of…
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