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.
- 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