Fund Formation Specialist (Private Markets)

Location: Primarily onsite in the New York City office, New York, United States

Company

hirify.global is a technology company providing an end-to-end platform for wealth managers to build, fundraise for, and manage private markets programs.

What you will do

• Advise on legal and regulatory matters involving the formation, distribution, marketing, and operation of private funds, special purpose vehicles, and access funds.
• Prepare and negotiate private placement memoranda, partnership agreements, side letters, investment management agreements, and other fund-related documents.
• Project-manage complex legal assignments and regulatory initiatives across multiple stakeholders from start to finish.
• Partner with Operations, Investment Management, Product, and Engineering to improve legal processes and implement technology solutions.
• Support investor onboarding, investor queries, fund lifecycle processes, legal research, and securities-law due diligence.
• Manage regulatory filings, fund and general partner entities, corporate governance, organizational records, and related corporate and commercial matters.

Requirements

• At least 3 years of experience working with a major law firm or in-house legal department on investment funds.
• Experience with legal and regulatory requirements for financial products and services, including private funds.
• Excellent communication, analytical, problem-solving, organizational, and attention-to-detail skills; quick learner able to own processes with minimal oversight.
• Ability to identify inefficiencies and process pain points, recommend and implement improvements, and solve problems with a technology mindset.
• Ability to prioritize time-sensitive projects, pivot to urgent matters, and manage timely deliverables in a high-volume, fast-paced, high-pressure, constantly changing environment.
• Self-starter with a high sense of urgency, personal accountability, and ownership.

Nice to have

• J.D. or advanced degree.
• Direct experience with an SEC-registered investment advisor and/or broker-dealer.
• Startup experience, specialized experience with private investments, expertise with private fund offering documents and structures, or experience with registered funds.

Culture & Benefits

• Work in a high-exposure legal role with cross-functional collaboration and responsibility for technology-enabled process improvement.
• Significant equity.
• Health, dental, and vision insurance; retirement savings plan with 401(k).
• Unlimited PTO and paid holidays.
• Learning, fitness, and commuter stipends.
• Equal employment opportunity protections apply regardless of race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, disability, or other protected characteristic.