AM Public-Legal-Dallas-Analyst

SRI Conference; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

SRI Conference is seeking an Asset & Wealth Management Division Public Legal Associate/Analyst to support the AWM Public businesses, funds and transactions. The role emphasizes legal entity formation, governance and regulatory compliance within a fast-paced financial environment.

Qualified candidates will demonstrate strong analytical and communication skills, adaptability, and a keen interest in legal frameworks; paralegal experience and knowledge of entity structures are a plus.

Qualifications

• Strong analytical and organizational skills; manage multiple matters under deadlines.
• Excellent interpersonal and communication skills; articulate ideas clearly.
• Motivated and adaptable; able to work with a diverse team.
• Proactive; respond creatively in fast-paced, high-pressure environments.
• Accurate, detail-oriented with sound judgment and integrity.
• Keen interest in legal frameworks; knowledge of entity structures is a plus.
• Paralegal experience is a plus; prior related work helps.

Responsibilities

• Handle all aspects of legal entity creation, maintenance and dissolution, including drafting/reviewing formation and governing documents and resolutions.
• Field internal and external inquiries regarding AWM Public fund information.
• Assist with anti-money laundering/KYC requests.
• Respond to regulatory-related requests and review documents for regulatory compliance.
• Perform governance-related tasks as needed.

Skills

Analytical skills

Communication

Teamwork

Adaptability

Attention to detail

Interest in legal frameworks

Paralegal experience

Legal entity formation

Job description

The Asset & Wealth Management Division (AWM) Public Legal Associate/Analyst position presents an opportunity for talented and motivated candidates with an interest in private equity, hedge funds, investment management, finance and law. The role involves working directly with the attorneys in AWM Public Legal supporting the AWM Public businesses, funds and transactions.

We are looking for an individual with the following skills/qualifications:

• Strong analytical and organizational skills with the ability to manage simultaneous matters under deadlines
• Excellent interpersonal and communication skills; the ability to articulate ideas clearly
• Highly motivated and adaptable; the ability to work on a team of diverse individuals
• Proactive; the ability to respond creatively and quickly in a fast-paced, high-pressure, changing environment
• Accurate and detail-oriented with sound judgment and integrity
• Keen interest in legal frameworks
• Experience with legal entity formation and knowledge of legal entity structures is a plus
• Prior paralegal experience is a plus

Responsibilities will include:

• All aspects of legal entity creation, maintenance and dissolution including drafting/reviewing formation/governing documents and resolutions
• Fielding internal and external inquiries regarding AWM Public fund information
• Assisting with anti-money laundering/KYC requests
• Responding to regulatory-related requests and reviewing certain documents for compliance with regulatory requirements
• Performing various other governance related tasks, as needed