Fund Operations Specialist - Legal Entity Management

G MASS Consulting; Dallas (TX); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

12-month contract

Up to $60,000/year

Job summary

G MASS Consulting seeks a Legal Entity Management specialist to support a buy-side client engagement, handling SPVs, trusts and funds from formation through dissolution. You will partner with the client’s paralegal team and focus on lifecycle management, document review, and data integrity across jurisdictions.

Ideal candidates have 2+ years in legal entity management or fund ops, with strong familiarity in entity documentation and paralegal workflows.

Qualifications

• 2+ years in legal entity management or fund operations.
• Experience with SPVs, trusts or closed-end funds.
• Familiarity with legal entity documentation and paralegal processes is a plus.
• Strong attention to data accuracy in systems.

Responsibilities

• Manage full lifecycle of legal entities including formations, amendments and dissolutions.
• Maintain and update entity information in client platforms with accuracy.
• Review and interpret constitutional, financial and entity-related docs for actions across jurisdictions.
• Coordinate with internal teams and stakeholders to avoid blockers.
• Manage multiple client deliverables, track progress, and escalate risks as needed.
• Build relationships with cross-functional teams and vendors to ensure reliable delivery.
• Design enhanced workflows for amended processes.

Skills

Legal entity management

Fund operations

Paralegal processes

Data accuracy

Microsoft Excel

Tools

Appian

Job description

G MASS are seeking a Legal Entity Management specialist to support a buy-side client engagement covering the full lifecycle of complex legal entities including SPVs, trusts and funds, from formation through amendment to dissolution.
The primary focus of this role is legal entity lifecycle management, spanning formations, amendments and dissolutions, working directly alongside the client's paralegal team at every stage.
A strong background in legal entity management or fund operations is essential; familiarity with legal entity documentation and paralegal processes is beneficial and will be an advantage. Experience working within workflow platforms such as Appian is a strong plus given how heavily the client relies on this tool, though candidates with strong platform aptitude more broadly will also be considered.

Responsibilities

• Manage the full lifecycle of legal entities including SPVs, trusts and funds, covering formations, amendments and dissolutions, working directly alongside the client's paralegal team
• Maintain and update entity information within the client's core platforms, ensuring all data entered is accurate, complete and kept current throughout each entity's lifecycle
• Apply legal entity or fund operations knowledge to review and interpret constitutional, financial and entity-related documentation, supporting formation, amendment and closure actions across jurisdictions
• Coordinate across internal teams and external stakeholders to confirm there are no open litigation matters, outstanding obligations or operational blockers preventing entity actions from proceeding
• Manage multiple client deliverables simultaneously, maintaining project trackers, leading client status meetings and proactively escalating challenges or risks to timeline
• Build and maintain strong working relationships with cross-functional teams, third-party vendors and client stakeholders, fostering confidence through consistent communication and delivery
• Design and implement enhanced workflows where processes require amendment, drawing on legal entity management experience and adapting to evolving client requirements throughout the project lifecycle

Requirements

• Demonstrable exposure to complex legal entity structures, such as SPVs, trusts, closed-end funds or similar, is essential
• A strong understanding of legal entity lifecycle management, including entity formation, amendment, maintenance and closure processes
• Minimum 2+ years in a legal entity management, fund operations, fund administration or compliance-adjacent role; experience across formations and amendments as well as dissolutions is a strong advantage
• Comfortable working within workflow or case management platforms; experience with Appian specifically is a strong plus given the client's heavy reliance on the tool
• Familiarity with legal entity documentation and paralegal processes is beneficial; candidates who have worked closely with legal teams on entity lifecycle matters will be well-suited to this role
• Strong attention to detail, analytical ability and organisational skills, particularly around data accuracy in systems
• Clear communicator, comfortable presenting to clients and senior stakeholders
• Able to manage competing priorities under pressure, independently and collaboratively
• Proficient in Microsoft Office Suite; advanced Excel preferred

Benefits

• 12-month initial contract.
• Paying up to $60,000 per year