Counsel - Investment

San Mateo, CA 94403

Posted: 06/22/2022 Job Category: Legal Job Number: 2580

Job Description

Private Funds Attorney
: Financial
Status: Full-Time Employee
Location: San Mateo, CA; Washington, DC; NYC, NY; Stamford, CT: Fort Lauderdale, FL



  • Provide advice on the formation, structuring and marketing/distribution of open-end and closed-end funds and special purpose vehicles.
  • Partner with internal stakeholders to help develop processes and provide advice relating to all aspects of private funds.
  • Oversee the corporate governance of private funds, including managing Board meetings.
  • Prepare, review and negotiate fund offering documents and side letters.
  • Analyze issues and provide recommendations under a variety of regulations including SEC, FINRA, and ERISA rules.
  • Manage external U.S. and non-U.S. counsel on a cost-effective basis.


  • Our client is passionate about providing practical and relevant investment advice to their clients, and has over 70 years of experience in doing so.
  • Worldwide company that has a strong passion for diversity and inclusion, and has a goal to help their employees thrive.
  • You will be part of a reputable and stable company.
  • Exceptional compensation and benefits package including 3 weeks paid vacation, medical, dental, and vision insurance and 401(k) plan with 75% company match.


  • J.D. from a top law school and licensed to practice law in the U.S.
  • 3-8 years of experience in private fund formation in a national law firm or financial institution.
  • Knowledge of laws and regulations under the Investment Company Act of 1940, Investment Advisers Act of 1940, and other regulatory regimes.
  • Excellent written and verbal communication skills with a high degree of attention to detail with the ability to multitask and prioritize.


Meet Your Recruiter

Josh Flagg
Director, Executive Recruiter - Life Sciences and Legal

Josh joined ABA in 2019 as a legal recruiter after relocating to the Bay Area from the East Coast. He worked as a legal recruiter for close to a decade in New York City focusing on lateral placements at international law firms with a special focus on Asia markets and practices. He holds a B.A. in Communications from Fordham University. He enjoys the excitement and challenges of getting to know and understand the personality and long-term goals of his clients in order to help them find success and professional fulfillment.

In another lifetime Josh was a professional musician who toured throughout the country, wrote jingles for commercials and started an independent concert promotion company. He lives outside San Francisco with his wife and daughter.

Favorite Things to Do in the Bay Area: Camping, hiking, and exploring new restaurants

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