Job Details

Title

Senior Fund Formation Attorney

Compensation Range

$190K–$220K base salary + equity + potential discretionary bonus

Overview

Our client, a rapidly growing alternative investment platform, is seeking a Senior Fund Formation Attorney to join their legal team. Reporting directly to the General Counsel, this role will be instrumental in supporting the firm's long-term growth across fund formation, regulatory compliance, investor onboarding, and legal operations. The ideal candidate is a self-starter with deep experience in private funds and investment management, and an interest in leveraging technology and AI in legal work.

Highlights

• Reports directly to the General Counsel
• High-impact role within a fast-paced, innovative environment
• Broad exposure to fund formation, compliance, and investor relations
• Collaborative team culture with a focus on continuous improvement and meritocracy
• Based in San Francisco, with flexibility for remote work across the U.S.

Responsibilities

• Fund Formation: Manage and assist with the structuring, documentation, and setup of investment vehicles, including private placement memoranda, LPAs, and subscription documents.
• Regulatory Compliance: Ensure ongoing compliance with U.S. securities laws, including the Investment Advisers Act, Investment Company Act, and SEC filings.
• Investments: Support due diligence, co-investments, and side letter negotiations.
• Investor Relations: Oversee onboarding, subscription review, and client due diligence processes.
• Document Management: Draft and maintain key compliance and governance documents, including Form ADV and client agreements.
• Internal Collaboration: Partner with legal, product, and engineering teams on new product initiatives and regulatory matters.

Qualifications

• Minimum 6 years of fund formation experience (in-house or law firm).
• Strong understanding of investment management and securities regulations.
• Familiarity with broker-dealer or bank regulatory frameworks is a plus.
• Exceptional organizational, analytical, and communication skills.
• Proactive, hands-on problem solver comfortable working in a tech-enabled environment.