Associate, M&A/Investment Funds Private Equity

Position Summary

We are seeking a level 3 Associate to join our Investment Funds practice, focusing on private funds and institutional investors. The role will involve working with leading international fund sponsors and large global investors on a broad range of private fund formations, primary and secondary investments, and related regulatory and investment management matters.

Duties And Accountabilities

• Advising investment managers with respect to fund formation and capital raising activities, drafting fund documents, assisting with investor negotiations and the documentation of side letters and similar arrangements
• Aiding investment managers, partners, and institutional investors with respect to “GP stakes” transactions and seeding arrangements and the structuring of investment management firms
• Advising secondary buyers and sellers of interests in private investment funds and private asset portfolios
• Advising institutional investors with respect to investments in private funds, co-investments and related transactions
• Drafting, reviewing and negotiating transaction documentation, including registration statements, prospectuses, underwriting agreements, securities purchase agreements and offering memoranda
• Supporting public company clients with ongoing SEC reporting and disclosure matters, including periodic reports, current reports, proxy materials and SEC comment responses
• Serving institutional investors and their representatives with SEC reporting and disclosure matters
• Taking ownership of key aspects of transactions, managing drafting processes and coordinating execution with partners, clients, opposing counsel and internal teams
• Working on investment management–adjacent M&A and strategic transactions, including tender and exchange offers, acquisitions, divestitures, business combinations, joint ventures and strategic collaborations involving investment managers and other regulated financial institutions
• Collaborating closely with colleagues across finance, tax, regulatory, intellectual property and M&A practices to deliver integrated, business-focused solutions
• Developing into a trusted advisor by gaining a strong understanding of both the legal and commercial aspects of transactions

Qualifications

• Juris Doctor (JD) degree (or LL.M./foreign equivalent) from an accredited law school
• Admission to the New York Bar (or eligibility to become admitted) and in good standing
• Approximately 3 years of relevant experience (level 3) in private funds, investment management or related transactional work at a leading law firm or in-house
• Experience advising on private fund formation and/or institutional investments into private funds, including familiarity with primary and secondary transactions
• Demonstrated interest in and familiarity with regulatory and marketing issues affecting private funds and investment managers, including US and cross-border considerations
• Strong drafting, analytical and negotiation skills, with the ability to handle complex documentation and competing workstreams
• Commercial awareness and the ability to understand and articulate the broader business and strategic context of fund and investor mandates
• Strong communication, organization and time-management skills, with the ability to manage multiple matters efficiently and perform well under pressure
• Client-service oriented, collaborative and proactive, with enthusiasm for working with international clients and cross-border teams
• Driven by professional growth and long-term interest in private funds and investment management
• Fluency in English; prior experience with international clients or cross-border work is a plus

Salary Range

$US225,000 - $US260,000

This role reports to Partner

Equal Opportunities

White & Case is an Equal Employment Opportunity (EEO) employer and is committed to creating a fair workplace. It is our Firm’s policy to recruit, employ, train, compensate and promote without regard to race, color, religion, creed, national origin, age, gender, sexual orientation, marital status, military or veteran status, disability, genetic information, or any other category protected by applicable law.

Applicants who are interested in applying for a position and require an accommodation during the process should contact talent.acquisition@whitecase.com.

Benefits

At White & Case White & Case LLP offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, vacation time, and leave programs (including parental leave).

Exempt roles are also performance bonus eligible.

The Firm may modify and amend any job description at any time in its sole discretion.

Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.