US Funds Legal – Wealth Distribution Funds Lawyer

Barings; New York (NY); Presencial; USD 180.000 - 240.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage (core benefits)

Fitness Center Reimbursement

EAP (Employee Assistance Program)

Fertility Benefits

401(k) with Company Match

HSA contributions

FSA - Health Care

FSA - Dependent Care

Retirement Health ReimbursementAccount

Life Insurance

Paid vacation & holidays

Paid parental/maternity leaves

Short and Long Term Disability

Volunteer Time

Education Assistance

Charitable Matching Gifts

Commuter Reimbursement

Adoption and Surrogacy Reimbursement

Descripción de la vacante

Barings seeks a seasoned US Funds Legal – Wealth Distribution Funds Lawyer to join our Global Legal Funds Team. The role supports fund distribution, fund formation, and capital raising activities from a wealth-management perspective across asset classes.

Based in Charlotte or New York, NY, you will advise on fund structuring, investor negotiations, distribution agreements, and related regulatory matters, collaborating with Product Management, Client Group, Compliance and Tax.

Formación

• 6+ years of relevant experience at law firm or asset manager.
• Experience in the legal and regulatory frameworks of marketing, distributing and onboarding wealth clients into investment funds.
• Experience working on a variety of wealth fund structures as well as the relevant tax and regulatory implications of such structures.
• Strong analytical skills and experience in drafting fund documentation.
• Strong negotiation skills, attention to detail, and ability to work through complex issues and structures.

Responsabilidades

• Collaborate with Product Management, Client Group, Compliance and Tax to structure and launch wealth products.
• Provide internal legal advice for new and existing Barings investment funds to be distributed to wealth clients including a variety of closed and open-ended fund structures such as white label feeder funds, interval funds and third-party distribution platforms & access funds.
• Support capital raising and distribution activities across all asset classes including private credit, real estate debt and equity, private equity, capital solutions, portfolio finance and public fixed income.
• Advise on fund distribution arrangements, intermediary terms and placement agent agreements.
• Manage legal elements of new wealth projects including working with outside counsel and internal teams on preparation of fund documentation, distribution and marketing, and support the integration of these funds into wealth management and digital platforms.
• Manage relationships with external counsel to maximize effectiveness and efficiency of external advice and assistance.
• Create and document internal processes and decision making with regard to these fund raising activities.

Conocimientos

Wealth fund structures

Fund distribution

Negotiation

Regulatory compliance

Drafting fund documents

Descripción del empleo

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Job Title

US Funds Legal – Wealth Distribution Funds Lawyer

Department: Legal

Location: Charlotte, NC or New York, NY

The Position

The Barings’ Funds Legal Team is seeking a new team member supporting Barings fund distribution, fund formation, and capital raising activities, particularly from a wealth perspective, across investment vehicles for all asset classes. The successful candidate will provide legal assistance on fund structuring, design, and maintenance, investor negotiation, distribution and marketing, and other legal and regulatory matters related to such funds. This role will be located at the firm’s headquarters in Charlotte, NC or the firm’s New York, NY office

The Team

The Barings Global Legal mission is to serve as a trusted advisor to manage and mitigate legal risk for the company and partner with our clients to support legal needs. The Funds Legal Team works closely with and acts as a trusted and strategic advisor to other teams across Barings’ global platform.

Primary Responsibilities

• Collaborate with Product Management, Client Group, Compliance and Tax to structure and launch wealth products.
• Provide internal legal advice for new and existing Barings investment funds to be distributed to wealth clients including a variety of closed and open-ended fund structures such as white label feeder funds, interval funds and third-party distribution platforms & access funds.
• Support capital raising and distribution activities across all asset classes including private credit, real estate debt and equity, private equity, capital solutions, portfolio finance and public fixed income.
• Advise on fund distribution arrangements, intermediary terms and placement agent agreements.
• Manage legal elements of new wealth projects including working with outside counsel and internal teams on preparation of fund documentation, distribution and marketing, and support the integration of these funds into wealth management and digital platforms.
• Manage relationships with external counsel to maximize effectiveness and efficiency of external advice and assistance.
• Create and document internal processes and decision making with regard to these fund raising activities.

Qualifications

• 6+ years of relevant experience at law firm or asset manager.
• Experience in the legal and regulatory frameworks of marketing, distributing and onboarding wealth clients into investment funds.
• Experience working on a variety of wealth fund structures as well as the relevant tax and regulatory implications of such structures.
• Strong analytical skills and experience in drafting fund documentation.
• Strong negotiation skills, attention to detail, and ability to work through complex issues and structures.
• Team oriented with strong interpersonal and communication skills but with the ability to work independently and drive results and completion of projects.
• Ability to adapt to evolving and growing business and confidence to go beyond existing areas of expertise and work in new areas of law.

#LI-ME1

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

Barings offers a comprehensive benefits package including:

CORE BENEFITS & WELLNESS

• Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits

FINANCIAL WELL-BEING

• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account

LIFE INSURANCE

• Basic and Supplemental Life Insurance
• Spouse and Child Life Insurance

TIME OFF, DISABILITY AND LEAVE OF ABSENCE

• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans
• Paid Volunteer Time

OTHER BENEFITS

• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program