Overview
This role supports investment funds and private equity clients by helping develop and deliver alternative models of legal services that combine people, technology, and process discipline.
The organization is seeking a Senior Analyst: Funds/Private Equity. This is a full-time, fully remote position with limited travel requirements for business or client purposes. Location eligibility is Remote (Canada or US).
Responsibilities
- Support and lead the development of new legal services models in the investments/private equity practice area, deploying technology and alternative resources where appropriate; includes process improvement and project management.
- Work closely with Transaction Managers in a team lead or supervisory capacity to support and manage diligence projects across various deal types and subject matters, with a particular focus on private equity transactions.
- Assist with review and quality control of documents throughout the M&A diligence process.
- Liaise with deal lawyers and/or clients.
- Support growing work for private equity clients by managing and reviewing documents such as Limited Partner Agreements, Side Letters, and other investment-related documents.
- Identify and develop client opportunities through business development and marketing activities, including networking and support for marketing leadership to help build the business and position the organization as industry experts.
- Participate in internal networking through practice group and office engagement to maintain relationships with appropriate stakeholders.
- Identify opportunities to improve service delivery and build practical solutions that solve client problems.
- Conduct consultative discussions with clients and prospective clients in relevant practice areas and industries.
- Support and advise analysts, technologists, and others designing and building solutions.
- Provide subject matter expertise and conduct quality control of relevant work, including designing processes for efficient quality control and process management.
- Develop expertise using legal technology for the review and analysis of legal documents, data room management, and project management.
- Support the growth of proprietary software by recommending use cases and demonstrating opportunities to relevant clients.
- Support the development of more junior staff and contribute to a positive, collaborative team culture by mentoring and serving as a resource for others.
Requirements
- 3–5 years of legal work experience with significant exposure to investments and private equity-related work, clients, and structures.
- Detail-oriented with a commitment to producing accurate, consistent, high-quality work product under fast-moving timelines.
- Excellent written and verbal communication skills, with professional maturity to serve as a trusted liaison for senior leadership and clients.
- Familiarity with legal tech (e.g., VDRs, document management, project management software) and enthusiasm for adopting new tools and GenAI.
- Proven ability to mentor junior team members and foster a collaborative, positive team.
Preferred Qualifications
- Experience in private equity/funds, financial services, or investment management.
- Experience preferably in a corporate legal department or a law firm environment.
Compensation & Benefits
- Competitive wages
- Parental leave program
- Education budget
- Technology allowance
- Fully remote
- Flexible work schedule
Location
Remote (Canada or US)
Other Information
- Start date: September 18, 2026
- Employment type: Full-time
- Travel: Limited travel requirements for business or client purposes
How to Apply
If interested, submit your application through the organization’s recruiting process.