Investment Funds Attorney
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Job Description
Funds Attorney at Bowery Legal advising on investment funds formation and regulatory compliance. Leading fund structuring and providing legal support for fund operations and investor relations.
Responsibilities:
- Lead the formation and structuring of investment funds - including VC funds, PE funds, real estate funds, hedge funds, SPVs, co-invest vehicles, parallel funds, management companies, GPs, and related entities.
- Draft, review, and negotiate core fund documents, including LPAs, PPMs, subscription documents, side letters, MFN matrices, and management/advisory/services agreements.
- Advise on fund economics and governance (carry structures, waterfalls, GP commitments, decision-making rights) in partnership with tax, finance, and investment teams.
- Manage securities and regulatory filings (e.g., Form D, Blue Sky/state filings) and support other SEC-related obligations for fund offerings.
- Design, implement, and maintain compliance frameworks and policies for marketing, allocations, co-investments, conflicts, and related fund activities.
- Provide day-to-day legal support for fund operations, including capital calls, distributions, LP consents, transfers, secondaries, and amendments.
- Support investor relations by reviewing investor communications, addressing LP questions about terms and rights, and tracking/implementing side letter obligations.
- Coordinate with administrators, tax advisors, and internal finance/operations teams to ensure documents, records, and structures are accurate and aligned across the platform.
- Oversee ongoing entity maintenance for funds and related entities, including formations, good-standing filings, corporate approvals, resolutions, and restructuring actions.
- Help build and refine playbooks, templates, and processes so future funds and vehicles can be launched and managed more efficiently over time.
- Assist and train other attorneys at Bowery Legal who are open to learning more about the skills and work around a Funds practice.
Requirements:
- J.D. from an accredited law school and licensed (or in-house eligible) to practice law in at least one U.S. jurisdiction; NY bar admission or eligibility a plus.
- 5–10+ years of relevant experience in fund formation and investment management, ideally at:
- A top-tier law firm working with VC/PE clients, and/or
- In-house counsel at a venture/private equity firm, asset manager, or similar platform.
- Deep familiarity with:
- VC/PE fund structures, including LP/GP constructs, management companies, and related entities
- LPAs, PPMs, side letters, and subscription documentation (including negotiation with sophisticated institutional LPs)
- SEC and securities compliance related to private fund offerings (e.g., Reg D, Blue Sky, marketing rules)
- Experience supporting or coordinating:
- Co-investment vehicles and SPVs
- Ongoing fund operations (capital calls, distributions, amendments, transfers, etc.)
- Compliance programs for investment advisers and/or fund managers
- Strong project management skills: you can keep multiple vehicles, stakeholders, and deadlines organized without dropping details.
- Excellent drafting, negotiation, and communication skills—clear, concise, and business-oriented.
- Comfortable working in a fast-paced, entrepreneurial environment where structures are sophisticated but teams move quickly.
Benefits:
- Offers Bonus
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