Investment Management Legal Analyst

Overview

A global investment and technology development firm is seeking an Investment Management Legal Analyst to join its New York office.

The firm is looking for an an analyst to work closely with its team of attorneys who support the firm’s investor facing activities and ensure those activities are conducted in strict accordance with legal and regulatory requirements. This role offers exposure to a wide range of projects within a collegial and collaborative environment that values rigorous analysis and creative problem solving.

Key Responsibilities

• Work closely with investor relations, communications, business development, and investment teams to help develop, market, and maintain investment products, with a focus on the firm’s benchmark-relative equity and liquid alternatives product lines.
• Review marketing materials, investor questionnaires, and other investor‑facing communications.
• Support the firm’s compliance with applicable marketing, disclosure, and other regulatory requirements.
• Gain exposure to the broader process of developing and structuring investment products.

Skills, Knowledge & Experience

• A bachelor’s degree or higher and at least four years of experience, with a demonstrated record of achievement in academic and professional endeavors. 
• Excellent drafting and verbal communication skills, a keen eye for detail, and the ability to exercise sound and consistent judgment while managing multiple projects in a fast paced commercial environment.
• An interest in both the commercial and legal aspects of investment management, a team first attitude, and a commitment to responsiveness and client service.
• Prior experience with investor facing materials, at an investment management firm, or in paralegal or compliance work is preferred but not required.

Additional Information & Company Benefits

The expected annual base salary for this position is $140,000 to $170,000. The compensation and benefits package includes variable compensation in the form of a year-end bonus, guaranteed in the first year of hire, and benefits including medical and prescription drug coverage, 401(k) contribution matching, wellness reimbursement, family building benefits, and a charitable gift match program.