Legal Analyst (Miami/ New York)
$90k - $110k1823 Partners
Legal Analyst (Miami/ New York) 1823 Partners (US) LLC is a Registered Investment Adviser conducting business as a differentiated asset management firm focused on long‑term, insurance‑first investment strategies. The firm supports independent insurance companies with tailored investment strategies that back real promises with real assets. 1823 Partners manages a growing portfolio of private‑market investments with an objective of generating compelling returns for insurance companies, their policyholders, and other long‑term‑oriented institutional investors. The firm will initially focus on real estate, asset‑backed finance, credit, insurance solutions, and private equity, with an $18.7 billion asset mandate from JAB Insurance US Holdings, Inc. (“JAB Insurance”). The firm is headquartered in Miami and has an office in New York. About this Position We are seeking a talented and detail‑oriented Legal Analyst to join our legal and compliance team. The Analyst will play a crucial role in ensuring legal compliance, managing regulatory issues, and supporting the company’s legal initiatives. Responsibilities include providing legal and compliance support to all corporate departments as directed by the Chief Compliance Officer / Chief Legal Officer and coordinating with other members of the Legal & Compliance department. The Analyst will work on day‑to‑day investment management activities, transaction matters, compliance matters, and related legal projects. The role can be based in Miami (preferred) or New York. Key Responsibilities Assist the CCO with ongoing compliance program administration, including record keeping, filings, memorandums, testing, and review. Maintain the firm’s Restricted Trading List, coordinating internal notifications. Manage KYC requests and documentation for the firm and its clients, coordinating with internal stakeholders and outside counsel as needed. Assist with counterparty onboarding workflows, managing access and documentation across relevant trading and compliance platforms. Maintain the internal legal entity database and manage legal documentation and correspondence for both internal and external requests. Review and analyze contracts, agreements, and other legal documents to ensure accuracy and compliance. Coordinate NDA workflows, routing, tracking, and assistance with negotiation as directed. Prepare formal written minutes for regularly occurring internal committee meetings in accordance with the firm’s compliance program. Manage the legal invoice intake and processing workflow, including review, approval coordination, and submission to Finance in accordance with the firm’s procedures. Manage entities, including coordinating entity formations, EIN applications, and certificates of good standing. Maintain and update the firm’s internal entity tracking records, organizational charts, and Directors & Officers lists on an ongoing and quarterly basis. Prepare and ensure timely filing of annual corporate and compliance reports as required by state and federal agencies; track and manage associated deadlines. Prepare and oversee corporate governance instruments and upkeep, including resolutions, consents, and related documentation in connection with the firm’s business initiatives. Assist with transaction matters, special projects, and related legal workstreams on an ad‑hoc basis, including closing sets, due diligence, legal vendor management, and onboarding initiatives. Communicate legal requirements to internal stakeholders, including contract review, KYC, and other routine matters. Collaborate with attorneys, compliance officers, accounting, operations, administration, and other teams to provide legal support across the organization. Qualifications Bachelor’s degree (B.A.) from a four‑year college or university, or an equivalent combination of education and experience. Minimum of 3 years’ experience at a law firm, asset manager, bank, or other institution. Paralegal certificate preferred. Certified notary preferred. Microsoft Word proficiency required. Excellent attention to detail. Ability to read, analyze, and interpret common legal documents. Ability to respond to common inquiries from other department groups, regulatory agencies, or members of the business community. Effectively conduct legal research and analysis. Demonstrate basic computer skills. Excellent interpersonal skills and the ability to work with peers, officers, and the leadership of the company. What We Offer Opportunity to work with a high‑performing, collaborative team at the intersection of finance, strategy, and investment. Exposure to sophisticated investment structures and institutional capital partners. A culture that values integrity, partnership, and long‑term thinking. Competitive compensation and benefits package. Pay range: 90,000 - 110,000 USD per year (United States). 1823 Partners is committed to equal employment opportunity and encourages people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status. We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know. #J-18808-Ljbffr 1823 Partners
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