Corporate Counsel

Job Responsibilities

As a member of Allocate’s legal team, you will play a dynamic and vital role in supporting Allocate’s long-term growth. You will be responsible for providing comprehensive assistance with fund formation, onboarding, fund filings, regulatory compliance, as well as corporate governance matters, and other legal activities. You will also be an active participant in the development and success of Allocate’s technology products. The successful candidate should possess a strong understanding of private fund concepts, along with excellent organizational and communication skills.

Responsibilities include (but would not be limited to):

• Advising on a broad range of legal and regulatory matters related to the formation, distribution/marketing, and operation of private funds and separate account products. This includes preparing and negotiating private placement memoranda, partnership agreements, side letters, placement agreements, investment management agreements, and other fund-related documents.

• Supporting the company’s investment activities by reviewing, drafting, and managing engagement letters and other investment-related agreements.

• Supporting client and relationship teams on investor onboarding and investor inquiries.

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