Jobs at Legalist

The Portfolio Operations Specialist evaluates legal and investment opportunities, conducts research, monitors portfolio performance, and collaborates with cross-functional teams in a legal finance context.

The SDR is responsible for high-volume outbound prospecting to generate and qualify new business opportunities and maintain accurate CRM records.

The Business Development Associate will build and manage relationships with law firms, conduct targeted outreach, and track engagement and metrics in CRM.

Source and close partnerships with law firms by building relationships, managing diligence and pipelines, negotiating commercial terms, guiding deals to close, and partnering with leadership to develop sales strategy and processes.

Own fund accounting, NAV preparation, reconciliations, investor reporting, and compliance. Coordinate with fund administrators, custodians, auditors, and tax advisors. Manage subscriptions, capital activity, performance calculations, regulatory filings, and support audits while ensuring accurate financial reporting and investor servicing.

The Head of Acquisitions will lead sourcing and executing transactions for a new investment strategy focused on founder-led professional services businesses, managing the process from outreach to closing.