Executive Director Alternative Investments Attorney

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Job Overview

A company seeks an Executive Director – Alternative Investments Attorney in Purchase, New York, to advise on the structuring, distribution, marketing, diligence, and ongoing support of alternative investment and private markets products. The attorney will counsel on private funds, private equity, private credit, hedge funds, co-investments, secondary transactions, and direct private securities offerings while providing practical, risk-based guidance on sophisticated products, transactions, regulatory requirements, and strategic initiatives.

Duties

• Advise on the structuring, distribution, marketing, diligence, and ongoing support of alternative investment and private markets products.
• Provide legal guidance on alternative investment funds, feeder funds, private equity, private credit, hedge funds, co-investments, and direct private securities offerings.
• Support transactions involving pre-IPO companies, secondary transactions, and other private markets investment opportunities.
• Draft and negotiate placement agent, distribution, servicing, and other agreements involving fund and feeder fund offerings.
• Review private placement memoranda, limited partnership agreements, fund communications, and other offering documentation.
• Advise on custom fund offerings and the legal aspects of product launches and ongoing fund operations.
• Counsel on investor relations, fundraising, distribution, marketing, and investment activities involving alternative products.
• Review marketing materials and investor presentations, including materials containing investment track-record information.
• Review and negotiate early-stage transaction documents, including nondisclosure agreements, term sheets, and related agreements.
• Negotiate client account documentation involving alternative investment products and services and advise on related corporate communications.
• Interpret statutes, regulations, and regulatory requirements applicable to wealth management products and private market activities.
• Maintain standard form agreements and support regulatory inquiries, fund maintenance matters, and other strategic legal projects.
• Manage outside counsel in connection with product launches, transactions, and other legal matters.
• Collaborate with legal, business, compliance, and other cross-functional stakeholders on complex transactions and initiatives.

Requirements

• Minimum of five years of relevant legal experience at a leading law firm and/or in-house legal department.
• Experience within a financial services organization, including a bank, broker-dealer, investment adviser, private equity firm, real estate fund, or hedge fund, is preferred.
• Strong experience involving alternative investments and/or private markets.
• Experience reviewing and interpreting statutes, rules, and regulations applicable to investment products and securities transactions.
• Knowledge of U.S. securities laws, including the Investment Advisers Act, Securities Act and Regulation D, Securities Exchange Act, and Investment Company Act.
• Experience with co-investments, direct investments, and/or secondary transactions involving private securities is preferred.
• Experience with broker-dealer and FINRA matters is preferred.
• Familiarity with applicable ERISA, anti-money laundering, data protection, and tax considerations is preferred.
• Experience managing sophisticated transactions and projects independently while collaborating effectively with cross-functional teams.
• Strong legal judgment and commercial awareness with the ability to provide practical, risk-based advice.

Education

• Juris Doctor degree.

Certifications

• Applicable authorization to practice law.

Skills

• Alternative investments and private markets.
• Private equity, private credit, and hedge fund matters.
• Fund formation, distribution, and offering documentation.
• Co-investments, secondary transactions, and direct private investments.
• U.S. securities laws and investment management regulation.
• Transactional drafting and negotiation.
• Fund marketing and investor communications.
• Regulatory analysis and risk management.
• Outside counsel management.
• Cross-functional stakeholder collaboration.
• Commercial judgment and independent decision-making.

Benefits

• Employee and family benefits and perks.
• Short- and long-term incentive programs, where applicable.
• Discretionary bonus opportunities, where applicable.
• Internal career development and mobility opportunities.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306