Senior Counsel-BTLU-investment Transactions

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Senior Counsel-BTLU-Investment Transactions

Duties: Reporting to the Deputy General Counsel, Business Transactions and Land Use, handles a broad range of corporate transactional and investment matters. structuring, documenting and negotiating legal matters as pertains to various corporate and investment transactions as described in more detail below. Provides research and advice on legal issues affecting University investments, primarily as handled through the University's Office of the Chief Investment Officer. provide legal advice and support to the Office of the Chief Investment Officer of The Regents of the University of California ("OCIO") under the supervision of the Deputy General Counsel, BTLU. The OCIO manages a global portfolio of investment including retirement, endowment and cash assets with an aggregate value in excess of $100 billion. These investments include equities, fixed-income securities, alternative assets (including, private equity, absolute return strategies, real assets and real estate), as well as liquidity portfolios. Provides substantial expertise within the University in a given legal specialty. Independently handles a full range of legal matters and projects, to include the most complex and that of substantial importance and impact. Interprets complex facts and the law in areas of high ambiguity. Provides functional advice, training and/or guidance to less-experienced attorneys. May act as a liaison with outside counsel, and/or represent the University in complex litigation . Reviews, drafts and negotiates a broad range of general corporate and fund-related contracts including among others, fund investment (including mutual funds, hedge funds, private equity funds, real estate funds, distressed debt funds, fund of funds, etc.); investment, hedging, futures and similar accounts; agreements with bank and broker-dealer counterparts; term sheets and letters of intent; direct investments; merger and acquisition; dispositions; real property; consulting and professional services; trading, risk management, and data management software; and confidentiality agreements. Establishes effective relationships with key internal and external constituencies. Recognizes strategic needs of organization and proactively builds relationships with appropriate stakeholders to ensure successful outcomes. Serves as a trusted strategic partner with University business units, providing practical advice and alternative solutions to business issues. Establishes legal and compliance policies and procedures that meet applicable regulatory requirements and tests the operative effectiveness of those policies and procedures and conducts training. Serves as the OCIO compliance officer on matters such as insider trading reporting policy and reporting procedures, personal trading, etc. (30%) Advises and renders opinions to the General Counsel, the Deputy General Counsel and other senior leaders with respect to the legal implications of establishing or changing policy. Advises officers and senior managers of corporate legal responsibilities. Works with colleagues at the Office of the President or campus/medical center locations to develop and modify practices and procedures to conform with changing legal requirements. Plans and assists in due diligence; actively manages deal processes and execution; and manages participating outside counsel. Directly negotiates matters on behalf of The Regents. Provides legal counsel for special projects, such as joint ventures, equity investments and disposals, and similar matters. Creates and updates standard form investment and related transactions agreements. Serves as point person in OGC to communicate and coordinate with internal clients on contracts and other legal issues. May act as a liaison with outside counsel, and/or represent the University in complex litigation. Coordinates with individual University campuses on campus-based startups and equity related matters. Assists in the preparation of board papers and materials. Participates in development of legal strategy and execution of transactions. Implements a contract management system and process. Typically manages outside counsel budget for area of specialty and manages OCIO legal expenditures and budget. Develops objectives and ensures service according to established priorities. Delegates work effectively to maximize efficiencies. Keeps informed on changing legislation and case law developments affecting overall operations of the University as they relate to the area of specialty. Provides guidance to attorneys interested in field of expertise. Practices OGC's established Values for Principles of Community: collaborative, supportive, respectful of differences, and committed to fairness and diversity in all interactions, both within and outside the team. Supports OGC's commitment to diversity efforts - ensures equal opportunity in recruitment process by ensuring diverse representation on search committees and outreach efforts. Promotes equity in advancements and encourages participation in career advising or mentoring programs.

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