About the Role
This role will be an integral member of the legal team that advises the global institutional client business and supports the firm's capital markets investment activities. The successful candidate should be able to understand and address stakeholder concerns. The candidate will join a small team that is collaborative and maintains a strong culture of ongoing learning and development.
Responsibilities
- Assist with and support the establishment and maintenance of institutional separate accounts and sub-advisory relationships.
- Develop and support vehicles designed for institutional investors.
- Prepare trading documentation.
- Assist with portfolio securities activity.
- Provide guidance to internal groups that support these functions.
- Negotiate investment management agreements and amendments.
- Facilitate in-person internal investment management agreement reviews to incorporate firm-wide feedback.
- Organize and maintain U.S. institutional collective investment vehicles, including providing on-the-ground support to the internal teams that support the funds.
- Provide guidance on the engagement and ongoing oversight of third-party service providers.
- Review offering documents and elective corporate actions for investment eligibility.
- Negotiate securities transactions on behalf of the investment team, including cornerstone terms, PIPEs, and primary and secondary offerings.
- Assist and advise the Compliance Department on regulatory matters, investment transactions, and investment guideline interpretation and implementation.
- Take ownership of legal aspects of projects advanced by the global institutional business and investment teams.
- Provide commercially minded guidance to internal stakeholders.
Requirements
- J.D. required; must be admitted to the Bar and registered in the State of New York.
- Minimum of 6 to 8 years of experience, a portion of which must be as a lawyer at an asset manager or private fund.
- Demonstrated experience leading initiatives within an investment adviser or private fund relating to client onboarding, product launches, and/or securities transactions.
- Experience working directly with clients, outside counsel, and other advisors.
- Attention to detail and accuracy.
- Ability to quickly assess a situation and generate new insights, usable ideas, and practical solutions.
- Independent, entrepreneurial self-starter with the ability to multitask effectively.
- Excellent communication and presentation skills.
- Team player with the ability to work well within a matrix organization and develop others, including early-career team members.
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.
Skills
- Investment Management Agreements
- Drafting investment objectives and guidelines
- Private fund and/or collective investment trust issues
- The life cycle of investments and related operations
- Private placements and other buy-side capital markets issues
- ISDAs and other derivative investment documentation
- General familiarity with non-U.S. regulatory concepts and structures, including institutional products and services
Location
- New York City
Work Type
- Hybrid
Experience Level
- 6-8 years
Education Level
- Juris Doctor (J.D.)
Salary/Compensations
- $200,000 - $260,000
About the Company
- Cohen & Steers, Inc. is a NYSE-listed global asset management company.
- Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
