About the Role
We are seeking a highly skilled professional to lead our private wealth structuring initiatives. As a key member of our team, you will be responsible for designing and scaling our private wealth and semi-liquid platform.
You will develop innovative investment structures and funds for institutional and private investors globally. Collaborating with our client relationship management, portfolio management, and operations teams, as well as clients, external professionals, and regulators, you will work on representative projects such as establishing and maintaining open-ended investment vehicles.
The ideal candidate will have direct and profound working experience with private markets funds, evergreen funds, distribution arrangements, securitized vehicles, and other innovative structures. In-depth legal and regulatory knowledge in relation to Luxembourg investment funds is essential, and experience working with Cayman, Guernsey, UK, and other investment funds is desirable.
Substantial experience in setting up funds subject to European regulations, such as AIFMD, MiFID, etc., is essential, and other key global fund regulations, like Advisers Act, are desirable. Experience working with a global investor base, including distribution partners, is also required.
This role offers a career opportunity in a global, fast-paced, and dynamic environment. You will have the chance to learn from some of the world's leading private market specialists, grow within an entrepreneurial culture, and enjoy international working conditions.
Responsibilities
* Lead and manage private wealth structuring initiatives, including design, formation, and negotiation of semi-liquid products tailored to accommodate the applicable global investor base
* Contribute to defining and implementing an optimal product strategy aligned with our ambition in the Private Wealth and semi-liquid space
* Develop, maintain, and implement robust processes resulting in smooth product launches and product maintenance, with strong controls, and minimized risks of errors
* Manage complex structuring projects from a legal, operational, and project management perspective
* Draft and/or review agreements, offering memoranda, articles, limited partnership agreements, side letters, administration agreements, depositary agreements, and other documentation related to various investment structures
* Research tax, legal, regulatory, and accounting considerations relevant to specific clients, products, and jurisdictions, and apply research to contribute to product innovation and product formation
* Assume responsibility and ownership for all European funds, including design of innovative product features and maintenance, and related processes and procedures
* Instruct and manage external legal advisors and other service providers in a cost-effective manner
* Negotiate agreement terms with institutions for portfolio management/advisory and other partnership and distribution opportunities
Requirements
* Qualified lawyer based in Zug or London with 5-10 years of relevant work experience at a top law firm, bank, or asset manager, with direct private markets fund formation and/or investment exposure being key
* Profound working experience with private markets funds, evergreen funds, distribution arrangements, securitized vehicles, and other innovative structures
* In-depth legal and regulatory knowledge in relation to Luxembourg investment funds, and experience working with Cayman, Guernsey, UK, and other investment funds is desirable
* Substantial experience in setting up funds subject to European regulations, such as AIFMD, MiFID, etc., is essential, and other key global fund regulations, like Advisers Act, are desirable
* Experience working with a global investor base, including distribution partners
* Self-motivated and proactive individual with strong desire to learn and succeed
* Excellent analytical, interpersonal, and project management skills to manage multiple projects at any one time
* Strong written and verbal English language skills is essential, with other European language skills desirable
What We Offer
* Career opportunity in a global, fast-paced, and dynamic environment
* Opportunity to learn from some of the world's leading private market specialists
* Growth-oriented entrepreneurial culture with significant development opportunities
* International working environment
* Competitive salary with performance-related compensation model