Investment Funds Lawyer

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What It's About

We are looking for an investment funds lawyer with experience establishing funds registered pursuant to The Investment Company Act of 1940 to join our Structuring Solutions team out of Partners Group’s New York office and contribute to a wide variety of client offerings, focusing on registered interval funds, tender offer funds, sub-advisor relationships, evergreen private funds and other separate accounts and commingled funds for our clients in the Americas.

Partners Group’s Structuring Solutions team is responsible for developing highly innovative investment structures for institutional and private investors globally. At Partners Group, the Structuring Solutions team plays a pivotal role in fund strategy and development, as well as ongoing servicing and maintenance. Structuring Solutions team members work closely with the firm’s client relations, investment and operations teams, as well as directly with clients, to deliver market-leading private markets product solutions.

What It's About

We are looking for an investment funds lawyer with experience establishing funds registered pursuant to The Investment Company Act of 1940 to join our Structuring Solutions team out of Partners Group’s New York office and contribute to a wide variety of client offerings, focusing on registered interval funds, tender offer funds, sub-advisor relationships, evergreen private funds and other separate accounts and commingled funds for our clients in the Americas.

Partners Group’s Structuring Solutions team is responsible for developing highly innovative investment structures for institutional and private investors globally. At Partners Group, the Structuring Solutions team plays a pivotal role in fund strategy and development, as well as ongoing servicing and maintenance. Structuring Solutions team members work closely with the firm’s client relations, investment and operations teams, as well as directly with clients, to deliver market-leading private markets product solutions.

Responsiblities

• Efficiently managing the design, development, and implementation of innovative structuring solutions in the Americas and beyond, primarily 40 Act registered funds, separate accounts and evergreen private funds for retail, private wealth and institutional investors.
• Draft and lead agreement negotiations with partners, distributors and investors, including drafting and operationalizing LLC agreements, LPAs, offering documents, subscription agreements, side letters, Form N-2 and other registration forms, and negotiating directly and independently with third-parties and their external counsel.
• Efficiently managing the end-to-end launch process for flagship fund offerings, encompassing initial planning with senior stakeholders and pre-marketing guidance, development of key documentation (LPAs, PPMs, subscription agreements) and fund entity setup, coordination of marketing registrations and prefinancing arrangements during launch, and ongoing management of fund governance (including document amendments and corporate actions post-launch).
• Ensuring compliance with applicable securities laws (including but not limited to Investment Advisers Act, Investment Company Act, Dodd-Frank, AIFMD, MiFID) and considering tax efficiency within the context of delivering bespoke solutions for investors.
• Developing your own service catalogue with full ownership and high autonomy.
• Keeping abreast of regulatory/industry developments and providing periodic updates to internal parties.
• Supporting client-facing business development efforts by contributing to client meetings and presentations.

• 7+ years of relevant work experience at a top law firm, bank or asset manager, focused on 40 Act fund formation and registration and private fund offerings.
• Juris Doctor (JD) degree from an accredited law school and admitted to the bar in a US jurisdiction.
• LLM in tax or strong proficiency in fund related tax considerations highly desirable.
• In depth knowledge of…