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Own Critical Investment Workflows and Build Lasting Institutional Partnerships

New York City, New York Full time 5-10 years
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Role skill field Individual role profile
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Position overview

Our client is seeking an experienced attorney to serve as a dedicated legal partner to institutional investors, guiding a steady flow of alternative-asset transactions and related governance work across asset classes and geographies. This New York City role combines independent matter management with close collaboration across client and legal teams.

The Work

  • Provide day-to-day legal support to institutional investor clients on confidentiality agreements, subscription agreements, transfer agreements, KYC/AML processes, investment structuring, and related investment matters.
  • Draft, review, and negotiate documentation for fund investments, co-investments, and secondary transactions, managing matters from initial review through accurate implementation.
  • Coordinate with corporate, tax, and regulatory colleagues and with client legal, finance, tax, compliance, management, and investor relations teams to keep transactions moving and records clear.
  • Manage a steady pipeline of recurring matters independently, tracking deliverables and deadlines while maintaining organized records, templates, and workstreams.
  • Identify ways to improve forms, develop precedent resources, streamline repeatable workflows, and reduce legal and operational risk.
  • Apply practical judgment, strong drafting, and project management skills in a fast-paced asset management environment, while building trusted client relationships.

What You Bring

  • At least five years of relevant experience at a law firm, an asset management firm's in-house legal department, or a similar legal environment.
  • Substantial experience with transactional and/or asset management matters, including knowledge of fund investment, co-investment, and secondary transaction documentation.
  • Juris Doctor degree from an accredited law school and admission in good standing to the bar in the jurisdiction relevant to the New York office.
  • Strong drafting and legal analysis skills, with the ability to manage a high volume of matters independently and accurately.
  • Excellent organization and project management capabilities, including reliable tracking of deadlines, deliverables, and multiple workstreams.
  • Ability to build effective relationships with clients and cross-functional teams and provide practical, responsive legal support.
  • Experience developing or maintaining document templates, playbooks, precedent libraries, or other knowledge management resources.
  • Ability to use artificial intelligence tools responsibly and ethically, including protecting confidentiality, verifying outputs, and applying independent legal judgment.

Why Consider It

This role offers direct responsibility as a dedicated legal resource for several large institutional investor clients, with exposure to recurring fund, co-investment, and secondary transactions across asset classes and geographies.

You can build trusted client relationships while helping improve the forms and workflows that support a sophisticated investment platform.

A hybrid arrangement includes periodic in-office or client-facing presence.

Compensation & Benefits

The stated salary range is $265,000–$350,000, and the position is eligible for a discretionary year-end bonus.

Confidentiality

This is a confidential opportunity. Contact Advocates Legal Recruiting to discuss the role and receive additional details about the client and team. All inquiries will be handled confidentially.