Investment Funds Attorney - 40 Act

Posted 20 Days Ago
Be an Early Applicant
Conshohocken, PA, USA
In-Office
Mid level
Fintech • Financial Services
The Role
The Investment Funds Attorney will oversee outside counsel, manage fund documentation, coordinate regulatory filings, and ensure compliance with applicable laws for investment funds.
Summary Generated by Built In

Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you’ll work with ambitious, highperforming teams built on integrity, candor and collaboration, backed by our market-leading data and technology. We invest heavily in our people and our partners, giving you the platform to enrich lives, safeguard futures and grow your career.  
 
What We Do 
As one of the largest private markets investment firms globally, we provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and full-spectrum access. We currently employ approximately 800
professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025.  

As an Investment Funds Attorney, you will support our closed end and evergreen comingled funds, separate account clients and single investor/fund-of-one structures, with a particular focus on ’40 Act registered investment companies.  You will handle structuring, drafting and negotiating closed end and evergreen comingled funds and separate account documentation, including overseeing outside counsel. 

The position is to be based in our suburban Philadelphia/Conshohocken, PA headquarters

Primary Responsibilities:  

  • Overseeing outside counsel in drafting, reviewing and negotiating operative documents (including limited partnership agreements, LLC agreements, subscription agreements, private placement memoranda, etc. and/or other ancillary documents) for the Company’s closed end and evergreen comingled funds and separately managed accounts.   
  • Handling and coordinating US regulatory filings and applications, including with respect to ’40 Act Registered Investment Companies.
  • Coordinating ongoing compliance with ’40 Act requirements for RICs, including helping to organize  periodic board meetings and advising on the suitability of investors, investments, operations, etc. in light of applicable ’40 Act requirements
  • Working in coordination with our structuring and product development teams to advise on structuring and closing/launching new funds and client agreements.
  • Provide strategic advice and make recommendations to internal clients and senior leadership regarding current and prospective mandates.
  • Collaborate with legal colleagues globally to ensure continuity of business offerings across jurisdictions.
  • Interface with other business departments, clients/investors and their counsel, outside counsel and other parties in connection with the Company’s current and prospective closed end and evergreen comingled funds, separate accounts and single investor/fund-of-one clients.
  • Drafting and negotiating amendments, extensions, re-ups and/or other modifications to the Company’s existing evergreen funds and separate account and single investor/fund-of-one client relationships.
  • Managing specialized fund investor negotiations and closings, MFN processes and limited partner transfers.
  • Working on distribution and platform agreements for evergreen funds, including overseeing outside counsel and closing new relationships.
  • Ensuring compliance with applicable securities and tax laws and regulations, including ERISA.
  • Overseeing outside counsel in structuring and negotiating fund credit facilities.
  • Periodic review of, refinements to, and updating of the Company’s form agreements, internal and external processes, and outside counsel guidelines.
  • Special projects as assigned.

Necessary Qualifications:

  • Juris Doctorate from an accredited U.S. Law school and licensed to practice in at least one state.
  • 4-8 years work experience as a practicing attorney, preferably within the asset management, fund formation, private equity and/or corporate departments of a law firm or financial services business. 
  • 1940 Act Registered Investment Company formation, maintenance, and regulatory experience required.
  • Working knowledge of corporate, partnership and other private markets’ law is a plus, in addition to supporting (and willingness to learn) select non-U.S. regulatory matters.
  • Exhibit sound practical judgment with a commercial, client-service orientation and focus on efficiency.
  • Excellent communication skills to interface effectively with clients, colleagues, outside counsel and other parties.
  • A strong, proactive work ethic and a commitment to being a collaborative team player.
  • Proven analytical and organizational skills with strong attention to detail.
  • Strong interpersonal skills and a positive work ethic.  High level of integrity.
  • Willingness to learn new topics and work in an evolving business environment.

We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.

Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.

If you need a reasonable accommodation to complete your application, please contact Human Resources at [email protected].

Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.

Skills Required

  • Juris Doctorate from an accredited U.S. Law school
  • Licensed to practice in at least one state
  • 4-8 years work experience as a practicing attorney
  • 1940 Act Registered Investment Company formation experience
  • Working knowledge of corporate and partnership law is a plus

Hamilton Lane Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Hamilton Lane and has not been reviewed or approved by Hamilton Lane.

  • Parental & Family Support Parental leave is described as generous and inclusive, with added support such as adoption and fertility benefits, backup care, and nursing‑mother travel assistance.
  • Wellbeing & Lifestyle Benefits Wellbeing resources span counseling and life‑coaching access, a Calm subscription for households, wellness rewards, and stipends that reinforce day‑to‑day health.
  • Equity Value & Accessibility Employees can participate in an Employee Stock Purchase Plan at a meaningful discount, broadening access to ownership alongside cash compensation.

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The Company
HQ: Conshohocken, PA
515 Employees
Year Founded: 1991

What We Do

Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.

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