Finance/Investment Associate Attorney

ThinkingAhead Executive Search; United States; On-site; USD 100,000 - 130,000; Full time

Job summary

A prominent law firm in Charlotte, NC seeks a skilled Finance/Investment Attorney to join their team. The ideal candidate will have a J.D. degree, 2–5 years of experience, and an active U.S. state bar membership. Responsibilities include representing clients, advising on finance matters, and contributing to business development initiatives. This full-time role offers an exceptional opportunity to work in a dynamic environment.

Qualifications

• Active membership in good standing with at least one U.S. state bar.
• 2–5 years of substantive legal experience in finance or investment management.
• Strong understanding of relevant legal frameworks.

Responsibilities

• Represent clients including financial institutions and corporations.
• Advise on a broad spectrum of finance and investment matters.
• Support clients in debt and equity investment activities.

Skills

Legal research

Analytical skills

Problem-solving skills

Education

Juris Doctor (J.D.) degree

Job description

Overview

Finance/Investment Attorney (Associate/Counsel) – Charlotte, NC (open to candidates who would like to relocate). Our prominent law firm seeks a highly skilled and motivated attorney to join our Finance/Investment practice in Charlotte, a leading financial hub. This role offers an exceptional opportunity to work on sophisticated and impactful transactions within a collaborative and dynamic environment.

Responsibilities

• Represent a diverse range of clients including financial institutions, institutional investors, private equity firms, hedge funds, business development companies (BDCs), and public and private corporations.
• Advise on a broad spectrum of finance and investment matters, including:
• Debt Finance: Negotiating and drafting loan documents for secured and unsecured lending transactions, syndicated credit facilities, acquisition financings, leveraged finance, asset-based lending, repurchase facilities, and warehouse lending.
• Investment Funds: Assisting with the formation, structuring, and ongoing operations of various investment vehicles (e.g., private equity, hedge, real estate, hybrid, and venture capital funds), including drafting fund formation documents, offering materials, and investor agreements.
• Securities & Capital Markets: Guidance on legal and regulatory matters applicable to investment advisers, securities offerings, and compliance with federal and state securities regulations (e.g., Investment Advisers Act of 1940).
• Corporate Transactions: Supporting clients in debt and equity investment activities, control and growth equity investments, and advising portfolio companies on acquisition, divestiture, and financing transactions.
• Contribute to business development initiatives and thought leadership within the practice.

Qualifications

• Juris Doctor (J.D.) degree from an accredited U.S. law school. (LLMs are not being accepted.)
• Active membership in good standing with at least one U.S. state bar; eligibility for admission to practice law in North Carolina is essential.
• 2–5 years of substantive legal experience in finance, investment management, structured finance, or private funds, preferably gained within a large law firm setting.
• Strong understanding of relevant legal and regulatory frameworks (e.g., Investment Advisers Act of 1940, federal and state securities laws).
• Exceptional analytical, legal research, and problem-solving skills.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Legal and Finance

Industries

• Law Practice

Charlotte, NC