Providing legal administration and compliance services to investment funds and managers; maintaining expert knowledge in relevant domestic and foreign law, fund structures and business entity types; negotiating servicing contracts; drafting and reviewing of various legal documents (including offering memoranda, organizational documents and subscription agreements); assisting with fund formations and launches; managing administrative aspects of new and existing client relationships; interacting with and supporting clients’ in-house and external counsel and compliance officers; supporting internal compliance oversight function; supporting operations of investor services department; training staff on legal, compliance and regulatory matters; coordinating with and assisting other business lines (including business development, internal audit and custody departments).

Built and strengthened client relationships; researched various tax matters; prepared corporate and partnership tax returns; assisted clients with various simple and complicated tax matters; assisted in the training of new workers.