Senior Counsel, Investments

Reporting to the Assistant General Counsel, Corporate Transactions, this Senior Counsel role supports the Company’s Investments group by providing end-to-end strategic guidance and legal support for a wide range of investment transactions, including private fund investments, direct investments, managed accounts across asset classes, derivatives transactions, and pension plan investments. The Senior Counsel will also play a critical role in supporting the Company’s M&A activity. This position requires a collaborative mindset, with a focus on solutions and the ability to build constructive relationships with senior management and across Company stakeholders.

Responsibilities

• Lead the legal structuring, drafting, and negotiation of complex investment transactions, including participation in debt facilities and ISDA agreements.
• Provide end-to-end legal support across the investment lifecycle, including initial execution of agreements and amendments.
• Provide legal support for the full cycle of M&A transactions.
• Partner closely with investment professionals to support underwriting, portfolio construction, and ongoing monitoring, with a focus on practical risk assessment and efficient execution.
• Serve as a trusted legal and business advisor to internal stakeholders across legal, risk, compliance, investments, and senior management.
• Manage relationships with external counsel and lead negotiations through complex or non-standard issues.
• Monitor legal, regulatory, and market developments affecting complex credit and capital structures and advise on implications.
• Contribute to the development and refinement of legal best practices to enhance risk management, consistency, and transaction efficiency.

Qualifications

• Deep experience structuring and negotiating private fund investments, direct investments, and managed accounts across asset classes, pension, and other portfolios.
• Strong knowledge of derivative products and experience drafting, reviewing, and negotiating ISDA (International Swaps and Derivatives Association) agreements.
• Experience supporting M&A transactions (term sheet through integration).
• Strong judgment and the ability to balance legal risk with commercial objectives in a long-term investment context.
• Collaborative style with the credibility and presence to operate as a senior advisor to experienced investment professionals and management.
• Ability to represent the Company with high credibility.
• 10 years of experience.
• JD and admission in good standing to a U.S. jurisdiction.
• Significant experience in a leading law firm and/or sophisticated investment or financial services organization.

Skills

• Excellent verbal and written communication skills.
• Excellent business acumen and strategic thinking.
• Excellent interpersonal skills and ability to coordinate activities with team members and other stakeholders.
• Strong work ethic, time management skills, and a positive attitude.
• Excellent ability to multitask and change priorities with effective results.
• Proven ability to demonstrate analytical thinking and nuanced decision-making on complex problems.
• Excellent problem-solving, conflict resolution, and decision-making skills.
• Strong leadership skills to effectively engage with senior leaders across functions and departments.
• Demonstrated track record of judgment and effective influence.

Schedule

This is a full-time office-based position in Boston, MA. Occasional overnight travel to other corporate locations in the US is required based on business needs.