Associate - Registered Investment Funds

Profile

Job Overview

A law firm seeks an Associate to join the Investment Services team in San Francisco, CA. This role offers the opportunity to work within a collaborative team on a diverse range of investment services, engaging with shareholders and participating in client-facing activities.

Duties

• Collaborate with shareholders on investment services projects.
• Engage in business development and client-facing activities.
• Manage multiple matters simultaneously.
• Play a key role in transactions, particularly investment company reorganizations or mergers.

Requirements

• 3-6 years of experience with registered investment companies and advisers.
• Experience with federal securities laws, including the Investment Company Act of 1940 and the Securities Act of 1933.
• Experience with mutual funds, ETFs, closed-end funds, and independent trustees and directors.
• Admitted in, or taking steps to become admitted in, the applicable jurisdiction.

Education

• J.D. degree with strong academic credentials.

Certifications

• Admitted to practice law in the applicable jurisdiction.

Skills

• Strong ability to manage multiple projects simultaneously.
• Excellent client service and communication skills.

Benefits

• Comprehensive health, dental, and vision plans.
• Retirement planning with 401K contributions.
• Paid time off including vacation, holidays, and personal days.
• Professional development and training programs.
• Hybrid work model with flexible remote options.
• Employee discount programs and wellness initiatives.

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306