Overview
This role supports growing opportunities for servicing investment funds and private equity clients, with a focus on developing and scaling alternative models of legal services through technology, process improvement, and project management.
The position is full-time and fully remote (Canada or US), with limited travel requirements for business or client purposes.
Start date: September 18, 2026
Responsibilities
- Support and help lead the development of new legal services models in the investments/private equity practice area, deploying technology and alternative resources where appropriate.
- Perform process improvement and project management as part of delivering services.
- Work closely with Transaction Managers in a team lead or supervisory capacity, supporting and managing diligence projects across 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 private equity client work 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 supporting marketing leadership to help build business and strengthen positioning.
- Stay front of mind through internal networking across practice groups and offices and develop relationships with relevant stakeholders.
- Identify opportunities to improve how services are delivered and propose practical solutions to solve client problems through consultative discussions with clients and prospective clients.
- 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 in legal technology for document review and analysis, 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 acting as a mentor and resource.
Requirements
- 3–5 years of legal work experience with significant exposure to investments and private equity related work, clients, and structures.
- Produces accurate, consistent, high-quality work product under fast-moving timelines.
- Excellent written and verbal communication skills, with the maturity to act as a trusted liaison for senior leadership and clients.
- Familiarity with legal tech tools such as VDRs, document management, and project management software, along with enthusiasm for adopting new tools and GenAI.
- Proven ability to mentor junior team members and foster a collaborative, positive team.
Preferred Qualifications
- Experience in a corporate legal department or a law firm environment.
Compensation & Benefits
- Competitive wages
- Fully remote
- Flexible work schedule
- Parental leave program
- Education budget
- Technology allowance
Location
- Remote (Canada or US)
- Limited travel may be required for business or client purposes.