Legal Associate, PE Funds

Wellington Management Company, LLP
London, United Kingdom
Sep 21, 2022
Sep 25, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.
As part of the continued growth of our private investment business, we are currently seeking to recruit a high calibre Legal Associate to join our global Private Investments Legal team in London. Working closely with other team members and cross-functional colleagues, the Legal Associate will focus primarily on supporting the formation and ongoing lifecycle of private equity funds. The Legal Associate will also contribute to broader projects and other areas of legal support..

Indicative responsibilities will include the following:

Fund Documentation
  • Coordination and assistance with documentation to facilitate fund launch and ongoing maintenance, including fund offering documents, limited partnership agreements and fund contracts (e.g., depositary agreements, admin agreements, IMAs, registrar and transfer agency agreements, global distribution agreements).
Fund Investor Onboardings
  • Providing legal support in relation to fund investor onboardings and negotiations;
  • Handling ad hoc queries in relation to RFPs/DDQs
Selling and Marketing, including Fund Distribution
  • Assisting with the review and negotiation of distribution, intermediary and platform agreements;
  • Creating and maintaining standard form distribution agreement checklists or templates;
  • Supporting the funds' country registration team and collaborating with compliance and business colleagues on the development and maintenance of global distribution policies and procedures.
Workflow/Process Management
  • Lead or contribute to the evolving design and execution of team processes, workflows and fund pipeline management tools
  • Synthesize and organize information, create team reference tools, and assist with enhancing and maintaining team recordkeeping practices
  • Ad hoc assistance with company secretarial matters, including fund and investment vehicle formation work
  • Assistance with strategic projects or other legal support matters as needed
The successful candidate is likely to have:
  • 5+ years' experience supporting investment funds in an in-house legal team or private practice environment;
  • Demonstrable working knowledge of the asset management industry, ideally with experience of closed-ended products;
  • Excellent interpersonal skills with the ability to work both independently and collaboratively in a team-oriented, global and cross-functional environment
  • Highly-organized and detail-oriented with the ability to prioritize and manage competing deadlines in a fast-paced environment
  • An energetic approach, willing to take ownership, think creatively and initiate projects that lead to improved scalable workflows and knowledge management for a growing team and business line
  • A growth mindset and intellectual curiosity, open to developing new skills and assuming new responsibilities as needed
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
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