Attorney Specialist - Asset Management and Investment Funds

A law firm seeks an experienced Attorney Specialist to join its growing Asset Management and Investment Funds (AMIF) practice group in Palo Alto, CA. This permanent position is ideal for individuals interested in non-partnership track opportunities. The Attorney Specialist will play a key role in assisting with mutual fund filings, and new fund launches, and ensuring compliance with regulations under the 1940 Act. The role offers an opportunity to work closely with partners and associates on significant client relationships in a specialized and dynamic area of law.

Duties:

• Support registered fund attorneys with mutual fund and ETF filings, including new fund launches and updates to fund registration statements.
• Review and prepare mutual fund shareholder reports and board materials.
• Conduct legal research on matters related to the 1940 Act and provide actionable insights.
• Assist in reviewing, analyzing, and updating mutual fund documents.
• Collaborate with partners and other team members to ensure comprehensive legal support for clients in the asset management sector.
• Manage multiple projects and deadlines while maintaining a high standard of work quality.

Requirements:

• 5-10 years of direct experience in asset management or investment funds law, with specific experience in mutual fund compliance and the 1940 Act.
• Strong project management abilities and demonstrated leadership skills, whether as a leader or team member.
• Ability to work independently, while being a proactive collaborator within a team environment.
• A client-focused mindset with the ability to provide high-level service in a complex legal landscape.

Education:

• Juris Doctor (J.D.) from an accredited law school.

Certifications:

• Licensed to practice law in the relevant jurisdiction (preferably California).

Skills:

• In-depth knowledge of mutual fund regulations, the 1940 Act, and related compliance requirements.
• Strong communication skills, with the ability to articulate complex legal concepts clearly and effectively.
• Advanced legal research and writing skills.
• Ability to manage multiple projects simultaneously and meet deadlines.
• Expertise in drafting, reviewing, and preparing legal documents related to mutual funds and ETFs.

Benefits:

• Medical, dental, and vision coverage with a Health Savings Account option.
• Generous paid time off (25-30 days per year), holidays, and parental leave.
• 401(k) retirement plan with profit sharing and business travel accident insurance.
• Short- and long-term disability protection, life insurance, and pet insurance.
• Wellness programs, employee assistance services, and identity protection insurance.
• Opportunities for professional development and CLE credits.
• Flexible spending accounts and student loan refinancing options.
• Hybrid/remote work opportunities and relocation assistance.
• Additional perks, such as technology, entertainment, and travel discounts, and a robust employee referral program.

This role offers a unique opportunity to work in a specialized and expanding area of law, providing significant career growth potential and a supportive, dynamic work environment.

A serious Big Law heavyweight with an especially solid reputation in the Pacific Northwest and the Mid-Atlantic regions, this firm excels in multiple arenas, from billion-dollar transactions to high-stakes litigation, and everything in between. These days, the firm is prioritizing international expansion, with offices opening across Europe, the Middle East, South America, and Asia, in a move that is sure to bring more cross-border work and multinational clients. Known for its friendly culture, working at this firm means collaborating with brilliant minds and extraordinary individuals.