Investment / Funds Associate

KAPITAL; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

KAPITAL is seeking an Associate Attorney in New York with a focus on private funds. The role involves fund formation, document drafting, investor relations, and regulatory compliance for a diverse client base. A JD and NY bar admission are required, with 2–5 years of related experience.

The candidate should be adept at drafting, due diligence, and managing multiple priorities in a fast-paced environment, including AML/KYC reviews and investor onboarding.

Qualifications

• JD required with admission to NY bar.
• 2–5 years of private funds or related corporate/transactional law experience.
• Familiarity with private fund structures, investor documentation, and SEC/AML/KYC regs.
• Strong drafting, organizational and problem-solving skills.
• Excellent written and verbal communication.

Responsibilities

• Assist with fund formation and document drafting for private fund clients.
• Review investor subscription documents and maintain records.
• Coordinate investor onboarding and due diligence.
• Manage fund closings and closing documents.
• Prepare basic funds-related agreements and transfer documents.
• Assist with secondary transfers and MFN clause compendiums.
• Support AML/KYC reviews and regulatory compliance.
• Monitor regulatory developments and advise on best practices.

Skills

Fund formation

Regulatory compliance

AML/KYC

Drafting

Legal research

Education

Juris Doctor (JD)

New York Bar Admission

Tools

MS Office

Document management systems

Job description

We are seeking a motivated and detail-oriented Associate Attorney specializing in private funds to join our legal team. This role involves handling fund formation, document drafting, investor relations, and compliance matters for a diverse range of private fund clients. The ideal candidate will have a strong foundation in fund-related legal work, excellent analytical skills, and the ability to manage multiple priorities in a dynamic environment.

Key Responsibilities

• Assist with fund formation and document drafting for a range of private fund clients, ensuring compliance with applicable laws and regulations.
• Review and track investor subscription documents to maintain accurate records and support efficient processing.
• Assist with investor onboarding, including coordination of legal documentation and due diligence.
• Manage fund closings, overseeing the preparation and execution of closing documents and timelines.
• Prepare basic funds-related agreements, including transfer agreements, with attention to legal details and client needs.
• Work with clients and investors to process and close secondary transfers, providing legal guidance as required.
• Compile key documents, including master side letters and most favored nation (MFN) clause compendiums, for legal review and distribution.
• Assist with Anti-Money Laundering (AML) and Know Your Customer (KYC) reviews and ensure compliance with relevant standards.
• Assist with ongoing fund operations and compliance work, including monitoring regulatory developments and advising on best practices.
• Perform other tasks as needed to support the firm's private funds practice.

Qualifications

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the New York bar
• 2-5 years of experience in private funds, investment management, or related corporate/transactional law (experience at a law firm or in-house at a fund sponsor is ideal).
• Familiarity with private fund structures, investor documentation, and regulatory compliance (e.g., SEC regulations, AML/KYC).
• Strong drafting, organizational, and problem-solving skills, with the ability to handle complex legal matters.
• Proficiency in legal research tools, Microsoft Office Suite, and document management systems.
• Excellent written and verbal communication skills for interacting with clients, investors, and internal teams.

This position offers an opportunity to contribute to a growing private funds practice, with potential for professional development and client-facing responsibilities.