Experienced
Denver - Tufts Office - Denver, CO
Full Time
$150,000.00 - $275,000.00 Salary
Negligible
Day
Legal
The Cerity Partners Legal Counsel will work closely with the General Counsel of Cerity Partners in support of the Cerity Partners Outsourced OCIO platform to provide legal advice on day-to-day matters. This role will focus on legal due diligence of proposed investments, negotiation of legal agreements with clients and investment managers, coordination of multi-departmental process for investments and review of requests for proposals and other marketing material.
, but are not limited to:
- Investment Facing
- Review and summarize pertinent investment fund documents (PPMs, LPAs, etc.) and consult with additional legal partners as needed.
- Prepare and negotiate side letters and Investment Management Agreements (IMA) for client investments in various asset classes, such as private capital, hedge funds, real assets, equities and fixed income.
- Prepare and distribute summaries of investments to clients' attorneys, as needed, and respond to questions.
- Coordinate with internal groups in preparation for investment preparation and execution, including operations, operational due diligence, investment teams.
- Review and summarize pertinent investment fund documents for legacy investments for new clients.
- Client Facing
- Review RFP and marketing materials and provide legal analysis to Compliance partners.
- Review and update client documents including Investment Policy Statements (IPS), IMAs, side letter terms.
- Advise on implementation of client investment restrictions.
- General
- Review and analyze proposed and adopted regulations applicable to the business.
- Assume ownership of various ad-hoc projects.
- BA and JD degrees required.
- Licensed to practice law in Colorado.
- 5 to 10 years of legal experience in the financial services industry experience required, with work in the alternative investments management industry preferred.
- Proficiency in Microsoft Office (MS Outlook, Word, Excel and PowerPoint).
- Ability to multi-task and manage competing priorities effectively while meeting deadlines.
- Strong legal and organizational skills and exceptional detail-orientation; work product is accurate and completed on a timely basis.
- Ability to work independently as well as within a team; self-starter.
- Strong work ethic and eager to learn in a highly intellectual, fast-paced environment.
- Ability to handle highly confidential information appropriately.
- Outstanding written and verbal communications skills.
- Intuitive sense of honesty and highest ethical standards.
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
https://ceritypartners.com/award-disclosures
Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
