Associate Director of Knowledge Management, Investment Funds

Job Description

The Associate Director of Knowledge Management, Investment Funds (ADKM) reports to the Senior Director of Knowledge Management and supports the Investment Funds Group attorneys (IFG Attorneys) overall knowledge infrastructure.

• Manages processes, data, creates model forms, and facilitates training to enable IFG Attorneys to operate more efficiently to produce both time and cost savings while providing additional value-add for clients.
• Collaborates with advisory partners designated by IFG Attorneys to create best practices, gains consensus on standards of operational efficiency, and develops measures of success for the KM program to support IFG Attorneys while promoting a culture of knowledge-sharing and practice innovation.
• Works to implement GenAI solutions for IFG Attorneys, including the creation of custom GenAI Assistants that solve real world challenges for IFG Attorneys.

Essential Functions And Responsibilities

• Organization and Dissemination of Knowledge:
• Evaluate current KM infrastructure for IFG and work to improve the ability to capture and disseminate information and research, identify and prioritize new projects to enhance the efficiency of IFG Attorneys in partnership with the Chief Knowledge Officer, Senior Director of Knowledge Management and advisory partners designated by IFG Attorneys.
• Lead the redevelopment and ongoing curation of the IFG market terms database, which includes supervising both automated and manual extraction of fund formation data, validating, analyzing and visualizing that data and enabling regular thought-leadership reflecting current fund terms, trends and outcomes.
• Partner with practice teams to support the successful implementation and adoption of side letter and MFN management platforms within the IFG practice.
• Maintain, update and develop fund formation and related IFG forms, ensuring consistency with current market practice and regulatory requirements.
• Monitor key industry updates, legal decisions, and client alerts to provide important updates to IFG Attorneys.
• Develop procedures for generating, maintaining, updating, accessing, and disseminating information (including surveys of fund term market data and updated IFG publications and client-facing tools) and other materials.
• Act as point person for IFG Attorneys to develop use cases, pilot and successfully deploy new technology and other AI-enabled solutions for IFG Attorneys.
• Work with the KM department to evaluate, test, and deploy innovative technology to reduce manual data collection, automate document creation, assist with legal research, and to otherwise support the practices.
• Management of Knowledge Management Resources:
• Consistently and effectively communicate the availability and location of knowledge management resources relevant for IFG Attorneys.
• Develop a user-friendly interface and training materials that make knowledge management materials easily accessible to the IFG Attorneys as part of their day-to-day practice.
• Lawyer Training/CLE's and Technology Evaluation:
• Develop and present training for IFG Attorneys on the firm’s KM technology platforms, tailoring the training to highlight aspects of the technology most relevant for IFG Attorneys considering their unique needs.

Job Specifications

• Juris Doctor from an ABA accredited law school:
• At least six (6) years of experience as an Investment Funds attorney with a strong understanding of open and closed-end fund formation.
• Knowledge of Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word):
• Strong written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Strong interpersonal communication skills.
• Ability to take full responsibility for the maintenance and deployment of KM platforms:
• Able to manage multiple projects with competing deadlines and prioritize responsibilities under pressure.
• Able to handle and maintain confidential information.
• Able to learn new concepts and skills quickly.
• Comfortable with working with large amounts of data.
• Desire to learn new technology.

Successful Candidates

• Will be provided with outstanding career opportunities and will receive a competitive total rewards package with the opportunity to earn performance-based bonuses.
• Target Hiring Range: $193,000 - $301,000

Pursuant to the San Francisco Fair Chance Ordinance

• We will consider for employment qualified applicants with arrest and conviction records.