Negotiate side letters with prospective and existing investors
Support the launch and ongoing operations of hedge funds and separately managed accounts, including managing the legal aspects of fund structuring, formation, and registration processes
Draft, review, and negotiate fund-related documentation, such as offering memoranda, limited partnership agreements, investment management agreements, subscription materials, and related ancillary documents
Coordinate with and supervise outside counsel to ensure consistency, efficiency, and alignment with internal standards across fund formation, side letter, transactional, regulatory, and governance matters
Partner with the Compliance team on a variety of regulatory matters, including the preparation and review of regulatory filings (e.g., Form ADV, Form PF, CPO-PQR, Blue Sky filings) and advising on marketing materials
Assist with general corporate governance matters, including preparing and maintaining governance documents, managing entity records, and supporting the preparation and execution of board and committee meetings
Collaborate with various internal stakeholders to provide legal guidance that supports the firm’s broader business initiatives and helps maintain a strong culture of compliance and risk management
Requirements
J.D. degree
Strong record of academic achievement and 3-5 years of relevant work experience
Big law experience in an Investment Management/Private Funds/Investment Funds group
Experience negotiating side letters and ability to summarize provisions in plain English for the business team
Significant exposure to complex commercial, corporate, or transactional matters
Superior organizational and project management acumen and a keen eye for detail
Efficient productivity; capability to bring projects to fruition in a commercially viable manner; someone with a proven track record of delivering results, both small and large
Demonstrably excellent analytical abilities; drafting and verbal communication skills; sound judgment; and a ‘can-do’ cooperative attitude
Successful in managing multiple tasks/projects with competing deadlines
Willingness to expand legal practice to new areas of the law, including international regulations
Working knowledge of relevant portions of key investment management laws and regulations (e.g., Securities Act, Investment Advisers Act, Commodity Exchange Act, Investment Company Act and ERISA)
Familiarity with trading agreements (e.g., prime brokerage and ISDA agreements) is a plus
Authorization to work in the United States
This position is available for hybrid in-person work in our Berkeley, CA office or for remote work in the United States; provided travel to Berkeley, CA as requested is required
Benefits
medical, dental and vision coverage
life and AD&D insurance
20 days of paid time off
9 sick days
401(k) plan with a company match
“Friends of Voleon” Candidate Referral Program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
J.D. degreenegotiating side lettersdrafting fund-related documentationregulatory filingscorporate governanceinvestment management lawsSecurities ActInvestment Advisers ActCommodity Exchange ActInvestment Company Act
Soft skills
organizational skillsproject managementanalytical abilitiesverbal communicationsound judgmentattention to detailability to manage multiple taskscooperative attitudecapability to deliver resultswillingness to expand legal practice