Senior Legal Counsel

4 days ago

Denver, Colorado, United States Cerity Partners Full time
{"Job Title": "Senior Legal Counsel", "Job Description": "Job Summary

Cerity Partners is seeking a highly skilled and experienced Senior Legal Counsel to join our team. As a key member of our legal department, you will be responsible for providing legal guidance and support to our investment management teams, ensuring compliance with regulatory requirements, and developing and maintaining desktop procedures for the Legal department.

Key Responsibilities
  • Assist with managing active pipeline of manager funding and participate in weekly investment organizational meetings with multiple Cerity Partners OCIO departments.
  • Assist Senior Legal Counsel and team with all legal aspects of client on-boarding, including review of legacy investment legal documents and coordination of on-boarding processes with the Client Services, Operations, and Portfolio Management teams.
  • Draft and distribute summaries of investments to clients' attorneys, as needed, and respond to questions.
  • Assist Senior legal Counsel and team in developing and maintaining desktop procedures for the Legal department.
  • Manage review and execution of amendments to fund limited partnership agreements.
  • Assist Operations team with submission of investment subscription documents and executed legal documents to investment managers.
  • Organize and maintain manager and client folders and manage all documentation with understanding of terms, including maintaining templates of legal documents, such as side letters and investment management agreements.
  • Liaise with Cerity Partners LLC legal team on corporate matters.
  • Assist with review of RFPs and marketing material, with responsibility for conveying revisions to Client Services.
  • Manage review and execution of non-disclosure agreements with potential managers, including negotiation of agreement terms with managers.
  • Assume ownership of various ad-hoc projects and assist Senior Legal Counsel, Legal Associate, and Compliance Director as needed to implement legal and compliance programs.
Requirements
  • Bachelor's degree and paralegal certificate preferred.
  • 3-7 years of work experience in investment management industry required, with work in the alternative investments management industry preferred.
  • Proficiency in Microsoft Office (MS Outlook, Word, Excel and PowerPoint).
  • Experience drafting legal documents preferred.
  • Ability to multi-task and manage competing priorities effectively while meeting deadlines.
  • Strong organizational skills and exceptional detail-orientation; work product is accurate and completed on a timely basis.
  • Ability to work independently as well as within a team; self-starter.
  • Strong work ethic and eager to learn in a highly intellectual, fast-paced environment.
  • Ability to handle highly confidential information appropriately.
  • Outstanding written and verbal communications skills.
  • Intuitive sense of honesty and highest ethical standards.
About Cerity Partners

Cerity Partners is a leading investment management firm that provides a range of investment solutions to institutional clients. We are committed to delivering exceptional investment performance and exceptional client service.

"}

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