Investment Management Transactions Specialist
7 days ago
5 Legal is seeking a highly qualified mid-level associate to join their investment management practice in the Pittsburgh office. This position may be resident in Boston, New York, Philadelphia, San Francisco, or Washington, DC.
Key Responsibilities:
- Have familiarity and demonstrated experience with the Investment Advisers Act of 1940 and other federal securities law as they relate to investment management transactions.
- Have experience dealing with a range of asset and wealth management transactions, including strategic majority and minority investments, sales, spin-outs, and lift-outs, capital markets transactions, and seed investments.
- Be experienced in consulting established and emerging financial services firms in connection with a range of business initiatives, including institutionalization, governance, and succession matters, and product and channel diversification.
Salary and Benefits:
$275k - $330k
Discretionary merit bonuses
Clerkship bonuses
Referral bonus program
Paid vacation and sick/personal leave
10 paid holidays annually
Many other benefits
Key Qualifications:
- Possess 4-6 years experience with financial services M&A, ideally investment management M&A experience.
- Have excellent academic credentials as well as strong organization, drafting, communication, and analytical skills.
- Be a member of the Pennsylvania bar.
Contact us for more information
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