Legal Associate, Americas Advisory
Current● Manage the Legal process for drafting, negotiating, and finalizing Investment Management Agreements for Separate Account Clients located in Canada, US, and LATAM, including ERISA and 40-Act Clients● Engage with Counsel and internal subject-matter experts to raise and discuss risks associated with certain requests and contracting requirements (including Public Funds) and propose solutions to meet client needs while protecting the interests of the firm● Draft and negotiate Non-Disclosure Agreements with prospective Clients● Research and maintain knowledge of industry-wide issues within the Advisory and Separate Accounts space; in collaboration with Counsel, advise internal stakeholders on ad hoc issues that arise● Designed an Access database for approved contracting language and Legal knowledge management● Proposed an improved model for maintaining guidelines by which LATAM region sales teams should utilize when engaging with prospective clients