Overview
This role involves providing legal counsel and guidance on a broad range of contract-related matters within an ETF investment technology platform. The attorney will work closely with internal stakeholders and clients to draft, review, and negotiate complex contracts, including intellectual property agreements, vendor contracts, business customer contracts, ISDAs, ACAs, licensing agreements, and other critical documentation. The position also supports mergers and acquisitions (M&A) activities such as due diligence, drafting transaction documents, and managing post-closing integration.
Responsibilities
- Provide legal counsel on contract matters relevant to SEC-registered investment advisers, investment companies, fund administration firms, and other business operations.
- Draft, review, and negotiate various contracts, including:
- Intellectual Property (IP) agreements (licensing, technology transfer, NDAs)
- Vendor contracts for goods and services procurement
- Business customer contracts such as master service agreements (MSAs) and commercial agreements
- ISDAs, ACAs, and other financial and operational agreements
- Assist with M&A activities including legal due diligence, preparation of transaction documents, and coordination of post-closing matters.
- Develop and improve contract templates, negotiation strategies, and processes to enhance efficiency and consistency.
- Ensure contracts comply with applicable laws, regulations, and organizational policies.
- Collaborate with internal teams, external clients, and third-party firms to identify and mitigate legal risks.
- Perform other related duties as assigned.
Qualifications
- Minimum of four years’ experience as an attorney specializing in contract or transactional law.
- Preferred experience in M&A transactions, including due diligence and transactional document preparation.
- Juris Doctor (J.D.) degree and membership (or anticipated membership) in the bar of at least one U.S. state.
- Experience at a major U.S. law firm or in an in-house legal department.
- Strong skills in drafting and negotiating a wide range of contracts, including IP-related, vendor, and commercial agreements.
- Excellent written communication skills, with the ability to draft documents using clear, plain English.
- Strong oral communication skills for effective interaction with clients and internal stakeholders.
- Proven client service aptitude with an understanding of legal and business needs.
- Ability to organize, prioritize, and coordinate work effectively, including assisting other team members.
- Capacity to multitask with attention to detail.
- Ability to work under pressure to meet deadlines and manage competing priorities.
Location
Information about the job location was not provided.
Compensation & Benefits
Compensation and benefits details were not provided.