Investment Funds Attorney / New York

We are working on an immediate need in New York for a Senior Practice Attorney with at least five to seven years of experience in an attorney position relating to onboarding investors for a leading global asset management firm.  This Senior Practice Attorney will lead a stellar law firm’s team and have primary responsibility for overseeing fund investor limited partner interest transfer requests for a variety of the client’s investment funds.  Such work includes:

  • the collection of information regarding the transfer request and the transferring party in order to analyze the request;
  • review of transferee investor suitability qualification requirements (such as completed transferee investor subscription booklets, US tax forms and diligence materials); and,
  • preparation of transfer documentation. 

This Senior Practice Attorney will serve as primary contact with a huge client, the client’s investors and the proposed transferees with respect to all transfer requests and related investor issues. Senior Practice Attorney will manage and review the updating of any transfer document templates or any aspect of the client’s current investor transfer process.

If you or someone you know is interested in additional information, please reach out to Sydney at ssmith@hwrlegal.com or contact us with your resume to get started. No documents or information are shared without approval and all submissions are held in confidence.

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