Investment Funds Attorney, Bowery Legal

About the role

You will own the full lifecycle of investment fund formation and operation alongside sophisticated sponsors and managers. You will architect and implement fund structures that balance commercial objectives with regulatory realities. You will serve as a critical advisor on governance, economics, and compliance across a diverse set of vehicles. You will translate complex client mandates into precise, actionable legal documentation. You will act as a trusted partner to finance, tax, and operations teams on strategic initiatives. You will ensure that every fund entity remains in perfect good standing through rigorous oversight. You will elevate the standard of client service through proactive problem-solving and meticulous execution.

Key facts

What you'll do

Orchestrate the comprehensive formation and structural design of investment funds, spanning venture capital, private equity, real estate, hedge funds, SPVs, co-invest vehicles, parallel funds, management companies, GPs, and related entities.

Draft, review, and negotiate the complete suite of core fund documentation, including limited partnership agreements, private placement memoranda, subscription documents, side letters, MFN matrices, and management or advisory services agreements.

Advise on intricate fund economics and governance frameworks, including carry distributions, waterfall methodologies, GP commitments, and decision-making rights in collaboration with tax, finance, and investment specialists.

Manage the preparation and filing of securities regulations, such as Form D submissions and Blue Sky notifications, while supporting all related SEC obligations for private fund offerings.

Design, implement, and sustain robust compliance programs addressing marketing protocols, allocation policies, co-investment mechanisms, and conflicts of interest across the fund lifecycle.

Provide continuous day-to-day legal support for operational activities, including managing capital calls, executing distributions, processing LP consents, handling transfers, overseeing secondaries, and executing amendments.

Serve as the primary legal liaison for investor relations, reviewing communications, resolving LP inquiries regarding terms and rights, and meticulously tracking and implementing side letter obligations.

Coordinate closely with administrators, tax advisors, and internal finance and operations teams to guarantee the accuracy and alignment of documents, records, and corporate structures.

Oversee the complete entity maintenance for funds and related vehicles, covering formations, good-standing certifications, corporate resolutions, and any necessary restructuring actions.

Develop, refine, and deploy playbooks, standardized templates, and procedural frameworks to enhance the efficiency and speed of future fund launches and management activities.

Assist in the mentorship and training of other Bowery Legal attorneys who are interested in expanding their expertise within the domain of Funds practice.

Perform high-level due diligence and risk assessment activities related to fund structures, ensuring alignment with client risk tolerances and regulatory expectations.

Lead cross-functional projects that impact the broader platform, driving consistency and best practices across the investment funds ecosystem.

Act as a subject matter expert in discussions with regulators, auditors, and third-party service providers to protect client interests and ensure compliance.

Requirements

Possess a Juris Doctor degree from an accredited law school and hold an active license to practice law in at least one U.S. jurisdiction, with New York bar admission or eligibility strongly preferred.

Bring a minimum of 5-10+ years of demonstrable experience focused on fund formation and investment management regulation and operations.

Have a proven track record working within top-tier law firms that serve VC and PE clients, and/or possess substantial in-house counsel experience at venture capital firms, private equity firms, asset managers, or comparable investment platforms.

Demonstrate deep, practical familiarity with venture capital and private equity fund architectures, including the nuances of LP and GP constructs, management company structures, and related entity setups.

Possess extensive hands-on experience drafting, negotiating, and advising on LPAs, PPMs, side letters, and complex subscription documentation with sophisticated institutional limited partners.

Showcase a thorough understanding of SEC and broader securities compliance issues specific to private fund offerings, including the intricacies of Regulation D, Blue Sky requirements, and marketing regulations.

Have direct experience supporting or coordinating co-investment vehicles, SPVs, and ongoing fund operations such as capital calls, distributions, amendments, and transfer matters.

Exhibit a strong history of designing, implementing, and maintaining compliance programs for investment advisers and fund managers, including policies and monitoring frameworks.

Exhibit exceptional project management capabilities, managing multiple concurrent vehicles, diverse stakeholders, and aggressive deadlines without sacrificing accuracy or attention to detail.

Communicate with precision through excellent drafting, negotiation, and verbal skills, ensuring all documents and advice are clear, concise, and business-oriented.

Thrive in a fast-paced, entrepreneurial setting where legal work must accommodate sophisticated structures while enabling quick, informed decision-making.

Approach complex problems with intellectual curiosity and a solutions-oriented mindset, balancing technical legal rigor with practical business outcomes.

Act with integrity and discretion in all matters, recognizing the sensitive nature of investor information and fiduciary considerations.