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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in corporate transactional matters, including commercial contract reviews and legal risk assessment, while effectively utilizing AI tools for research and drafting. Capable of navigating complex fund structures and investment management concepts with a practical, cross-functional approach.
Highest-signal resume keywords
Corporate Transactional CapabilityCommercial Contract ReviewAI Tool ProficiencyLegal Risk AssessmentFund Governing Document Fluency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Contract ReviewLegal ResearchData Rights ManagementSecurities Act ComplianceInvestment Company Act KnowledgeInvestment Advisers Act KnowledgeFee Dispute ResolutionFund OperationsLegal Risk ManagementTemplate Development
Soft Skills
Judgment Call MakingAmbiguity HandlingCross-Functional CollaborationTime ManagementPractical Problem Solving
Tools & Technologies
AI-Assisted Research ToolsDrafting Workflows
Industry Keywords
Investment ManagementFund StructuresInvestor ArrangementsSecurities ComplianceCorporate Law
About the role
Key responsibilities & impact- Own procurement and commercial contract reviews, including data rights, retention, and use of data to train AI models
- Assess fact-specific fund and investment matters, including fee disputes, carry transfers, distribution or secondary-related issues, side letters, and other non-standard fund operation issues
- Develop clear positions on legal risk
- Research and advise on questions under the Securities Act, Investment Company Act, Investment Advisers Act, and related rules
- Use AI-assisted research and drafting workflows while reviewing and verifying outputs
- Identify recurring patterns and create reusable guidance, templates, and AI-assisted workflows
- Support bespoke fund structures and strategic customer arrangements
- Work cross-functionally with Product, Engineering, Fund Operations, Finance, Tax, Compliance, and Customer Success
- Improve systems and processes that generate recurring legal matters
Requirements
What you’ll need- Corporate transactional capability, including ownership of commercial contract reviews and ordinary-course corporate matters
- Comfortable using AI tools, checking their output, and distinguishing automatable work from decisions requiring a lawyer
- Ability to handle ambiguity and reactive, time-sensitive work with incomplete facts or no existing playbook
- Ability to make judgment calls and know when to escalate
- Practical, cross-functional approach balancing legal risk and business realities
- Comfort working with fund governing documents, investor arrangements, and securities and investment-management concepts, or ability to develop this fluency quickly
- Appetite for hands-on execution involving recurring corporate work and time-sensitive legal matters
Benefits
Comp & perks- Competitive base salary
- Benefits package
- Equity package
- Total Rewards package
