Private Funds Associate Attorney

Job Title:
Private Funds Associate Attorney

Job Overview:
A prominent law firm in Charlotte, NC, is seeking a mid-level associate to join its investment funds team. The successful candidate will contribute to a dynamic legal group that advises a diverse range of clients-from emerging fund managers to global asset management entities the formation and management of private investment vehicles across a variety of asset classes and strategies.

Duties:

• Draft and negotiate core fund documents, including:

  • Private placement memoranda

  • Limited partnership and operating agreements

  • Subscription materials and side letters

  • Advisory and placement agent agreements

  • Legal opinions and required regulatory filings

• Lead fund formation projects from inception through closing

• Manage investor onboarding processes, including reviewing and negotiating subscription documents

• Interface directly with clients and investors throughout the fund lifecycle

• Navigate closing logistics and oversee compliance-related documentation

• Support clients on issues related to federal securities laws and regulatory frameworks relevant to private funds

Requirements:

• 3-6 years of experience related to private fund formation or closely aligned transactional work

• Proven ability to manage fundraising and support clients through the full lifecycle of a fund

• Comfort with project ownership and direct client interaction

• Familiarity with SEC regulations, especially the Investment Advisers Act, Regulation D, and exemptions under the Investment Company Act

• Demonstrated experience working with high-volume, time-sensitive transactional processes

Education:

• Juris Doctor (JD) from an accredited law school

• Strong academic credentials preferred

Certifications:

• Active membership in good standing with a U.S. State Bar (North Carolina preferred or ability to waive in)

Skills:

• Strong legal drafting and analytical abilities

• Clear communication and negotiation skills

• Capacity to operate autonomously and collaboratively within a fast-paced environment

• Attention to detail and process management aptitude

Job Location:

• Charlotte, NC

The North Carolina law office opened eight years ago. Areas of expertise include structured finance-securitization, and financial services-investment management. The law practice staffs twelve skillful attorneys. There are four key areas of practice. Disciplines consist of capital markets structured finance, asset-backed; commercial mortgage-backed securitization, commercial real estate loan origination, and syndicated loan transactions.