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regulatorycompliance crossborder investmentmanagementagreements sideletters distributionagreements

📋 Description

  • Primary advisor on complex institutional client matters; negotiates IMA and side letters.
  • Lead legal support for intermediary, model-delivery, and distribution relationships.
  • Partner with teams to deliver practical, risk-aware legal guidance.
  • Oversee fee arrangements and MFN analysis to ensure regulatory compliance.
  • Review RFPs, DDQs, and client disclosures for sign-off.

🎯 Requirements

  • JD with 5-10 years legal experience.
  • Experience advising asset managers/financial services on client and distribution matters.
  • Exceptional negotiation skills; investment agreements, side letters, and intermediaries.
  • Strong knowledge of the Investment Advisers Act and regulatory frameworks.
  • Ability to operate independently and advise cross-functional stakeholders.
  • Excellent communication and listening skills; analytical thinker.

🎁 Benefits

  • Medical, dental, life, and long‑term disability coverage.
  • 401(k) with profit sharing.
  • Open PTO and leaves of absence.
  • Tuition reimbursement and dependent care resources.
  • Charitable gifts matching and commuter benefits.
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