Fund Attorney - Assistant Vice President / Vice President

iCapital; Salt Lake City (UT); Hybrid; USD 160,000 - 180,000; Full time

Benefits offered by this job

Employer matched retirement plan

100% employer paid healthcare

Unlimited paid time off

Annual performance bonus

Job summary

A leading fund management company in Salt Lake City is seeking an Assistant Vice President or Vice President Fund Attorney to join their Funds Legal team. The role focuses on representing private funds and includes responsibilities like negotiating agreements, drafting legal documents, and advising on regulations. The ideal candidate has over 4 years in fund formation and strong regulatory knowledge. Competitive salary range of $160,000 to $180,000, alongside excellent benefits including health care and unlimited PTO.

Qualifications

• 4+ years of experience in fund formation within the Investment Management space.
• Strong knowledge of key securities regulations.
• Experience working at a law firm or asset management firm is a plus.
• Organized and detail-oriented with leadership abilities.

Responsibilities

• Negotiate various agreements with counterparties including fund managers.
• Draft and review private fund offering materials and legal documentation.
• Advise on legal implications of new and existing products.
• Coordinate outside legal counsel for various issues.
• Assist with regulatory filings and perform research projects.

Skills

Fund formation

Regulatory compliance

Contract negotiation

Investor relations

Leadership

Education

Member of the Utah Bar

Job description

About The Role

iCapital is looking to hire an Assistant Vice President or Vice President Fund Attorney to join the Funds Legal team with a primary focus on U.S. and Cayman private funds. The scope of this role will include representing private funds, both open end and closed end, on a wide spectrum of matters including compliance and U.S. and international regulatory issues, capital raising, marketing, investor relations, fund formation and structuring, and corporate transactional matters. The ideal candidate has strong regulatory experience (including Regulation D and the Investment Company Act of 1940) as well as experience in both drafting and negotiating private fund documents, side letters, placement agreements and related fund materials.

Responsibilities

• Negotiate various agreements with counterparties including fund managers and distribution agents.
• Draft and review private fund offering materials, partnership agreements, and other private fund legal documentation.
• Advise on the legal implications of offering new and existing products and services.
• Coordinate outside legal counsel with respect to a variety of issues including regulatory, corporate and fund investment work.
• Draft and review various contracts, non-disclosure agreements and other legal documentation.
• Assist with regulatory filings and perform research projects as required.

Qualifications

• 4+ years of fund formation experience within the Investment Management space
• Strong knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA regulations
• Member in good standing of Utah Bar, another state or jurisdiction
• Law firm or in-house experience at an asset management firm is a plus
• Strong interpersonal and leadership skills
• Willingness to learn new topics and work in an evolving business environment
• Organized and detail-oriented with big picture capability

Benefits

The base salary range for this role is $160,000 to $180,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.