Director, Investments Counsel

Overview

This role serves as primary legal counsel for the Investments team, reporting to the General Counsel. The position provides strategic legal guidance across public and private fund investments, co-investments, and other investment opportunities, helping the Investments team navigate complex legal, regulatory, and tax considerations while supporting effective investment execution.

Responsibilities

• Lead the legal strategy supporting investment activities across public and private funds, co-investments, and related investment opportunities.
• Serve as primary legal advisor to Investment leadership, advising on complex fund structures, co-investments, and bespoke transactions across asset classes.
• Lead legal execution of investment transactions, including review and negotiation of LPAs, side letters, co-investment agreements, and other key investment documents.
• Structure and negotiate complex arrangements while balancing legal, tax, regulatory, and mission-driven considerations.
• Develop and enhance standardized legal processes, playbooks, and governance practices to improve consistency and efficiency across investment execution.
• Manage relationships with external counsel to ensure high-quality, practical legal support aligned with organizational priorities.
• Partner closely with Tax, Finance, Compliance, and other cross-functional teams to support integrated decision-making across entity structures and regulatory requirements.
• Advise on regulatory developments and emerging legal issues related to investment activities, including considerations for tax-exempt investors.
• Lead legal risk assessment and mitigation strategies across investment transactions, including governance, compliance, and reputational considerations.
• Foster strong cross-functional partnerships that enable thoughtful and efficient investment execution.
• Contribute to broader Legal team priorities and cross-functional initiatives as a senior member of the legal team.

Requirements

• 15+ years of legal experience in investment funds and asset management, with deep expertise across private equity, hedge funds, and other alternative investments.
• Significant experience serving as a strategic legal advisor within complex organizations.
• Extensive experience leading investor-side negotiations for fund investments, co-investments, and bespoke transactions across varied legal structures.
• Strong expertise in structuring investments across taxable and tax-exempt entities, including familiarity with UBTI, ERISA, and related considerations.
• Demonstrated ability to lead complex, high-value negotiations and manage multiple concurrent transactions.
• Experience developing and improving legal processes, frameworks, and best practices.
• Proven ability to manage external counsel relationships effectively.
• Strong business judgment and ability to translate legal complexity into practical, actionable guidance.
• Excellent communication and influencing skills, including experience partnering effectively with senior leaders across functions.
• High degree of integrity, discretion, and sound judgment in a dynamic environment.
• Commitment to the organization’s mission and ability to operate effectively in a mission-driven, evolving organization.
• Juris Doctor (JD) required; active bar membership (California preferred or willingness to obtain).

Compensation & Benefits

Compensation

• Redwood City, CA base pay range for a new hire: $323,000-$485,000.
• New hires are typically hired into the lower portion of the range, with potential growth over time.
• Placement within the range is based on job-related skills and experience, evaluated throughout the interview process.
• Pay ranges outside Redwood City, CA are adjusted based on cost of labor in each respective geographical market; a recruiter can share the specific pay range during the hiring process.
• Eligible for a discretionary target bonus in addition to base salary, based on individual and company performance. Bonus eligibility and targets are determined according to the organization’s total rewards philosophy and may vary by role.

Benefits For The Whole You

• Employer match on employee 401(k) contributions.
• Annual benefit that can be used for needs such as housing, student loan repayment, childcare, commuter costs, or other life needs.
• Paid time off to volunteer at an organization of your choice.
• Funding for select family-forming benefits.
• Annual gifts for employees to support causes closest to them.
• Relocation support for employees who need assistance moving to the Bay Area.

Location

• Redwood City, CA