Fund Formations Support Lawyer

Davies Ward Phillips & Vineberg LLP; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Davies Ward Phillips & Vineberg LLP in Toronto seeks a lawyer to support the Fund Formations practice. You will produce client-ready work in a team-focused environment, contributing to high-stakes matters in Canada and abroad.

You will prepare regulatory memos, assist with partnership formations, and manage fund precedents, working closely with clerks and institutional clients in a collaborative setting.

Qualifications

• Licensed lawyer eligible for Ontario admission.
• Experience with private fund formations is preferred.
• Strong written and oral communication.

Responsibilities

• Prepare Canadian wrappers and subscription agreement supplements for private placements of foreign funds
• Prepare legal memos on provincial dealer, adviser and fund manager registration rules
• Work with clerks to form Ontario limited partnerships and complete registrations and file offerings
• Assist with the review of LPAs and side letters for institutional investors
• Assist with client intake and maintain a database of fund precedents

Skills

Registration rules knowledge

Attention to detail

Communication skills

Project management

Fund terms knowledge

Education

Law degree / Bar admission

Job description

Davies is a top-tier Canadian law firm focused on high-stakes matters. With offices in Montréal, Toronto and New York, we are consistently at the centre of the most challenging deals and cases in Canada and abroad.

A position at Davies is more than just a job. When you join the firm, you will be welcomed by a team that places as much emphasis on supporting its people as it does on serving its prestigious clients. As such, we have created a collaborative environment where team members of all backgrounds feel appreciated and are encouraged to share their ideas while working alongside some of the brightest legal and business professionals who are eager to share their knowledge and experience.

Position Overview

We are seeking a lawyer to support the Fund Formations practice in our Toronto office. The successful candidate is one who thrives on responsibility, takes pride in producing client-ready work and enjoys working in a team-oriented and collaborative environment. This is an existing vacancy.

Primary Responsibilities

• Prepare Canadian wrappers and subscription agreement supplements for private placements of foreign funds
• Prepare legal advice memoranda regarding the applicability of provincial dealer, adviser and investment fund manager registration rules, extra-provincial registration requirements and related matters
• Work with clerks to form Ontario limited partnerships and complete extra-provincial registrations and file offering memoranda, notices of reliance on exemptions and reports of exempt trade
• Assist with the review of LPAs and side letters for institutional investors
• Assist with client intake and maintenance of a database of fund precedents

Skills, Knowledge and Experience

• A basic understanding of the provincial registration rules and exemptions
• Strong attention to detail
• Proven communication and project management skills
• A basic understanding of market terms for closed-end funds would be an asset

We thank all applicants for their interest; however, only those selected for further consideration will be contacted.

Davies is committed to providing a diverse, inclusive and accessible workplace for candidates and firm members with disabilities. Please let us know of any accommodations you may require at any time during the recruitment process.