Investment Management Transactions Specialist

7 days ago


Pittsburgh, Pennsylvania, United States 5 Legal Full time
Job Overview

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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