Responsibilities
- Draft, review, amend, negotiate and advise on Investment Management Agreements and other legal and commercial agreements for new and existing clients, including standard segregated mandates and Liability Driven Investment (LDI) mandates.
- Provide legal support for Columbia Threadneedle Investments' institutional distribution activities across EMEA.
- Draft, review, amend and advise on intra-group agreements, working with key stakeholders such as internal Tax and Finance teams.
- Co‑ordinate external legal advice and manage external lawyers where required.
- Assist with addressing general and ad‑hoc queries from the respective business areas.
- Research and advise on developments in the law, regulation and practices relating to the institutional fund industry.
- Advise the Institutional business on its UK and offshore pooled product ranges, including the Luxembourg‑domiciled LDI Fund, UK Investment Trusts and the unit‑linked pooled product range (drafting insurance policies, reinsurance policies and endorsements).
Qualifications
- Qualified solicitor in England & Wales (or equivalent) with 3-6 years of relevant post‑qualification experience.
- Proven experience drafting, reviewing and negotiating Investment Management Agreements and related amendments.
- Experience advising asset‑management or investment businesses gained through an in‑house legal team within asset management or financial services, or at a reputable law firm.
- Understanding of the UK and wider EU regulatory environment.
- Exposure to and understanding of a broad range of investment fund structures and strategies.
- Ability to manage multiple tasks independently in a fast‑paced environment, meeting tight deadlines and escalating issues and risks to the Senior Institutional Business Lawyer.
- Ability to draft contracts with minimal supervision, particularly Investment Management Agreements.
- Attention to detail, critical thinking and appreciation of investment concepts.
- Ability to balance business risk with business opportunity.
- Ability to provide practical and commercial advice.
- Ability to develop and maintain good working relationships with the business and global teams and within the General Counsel's Organization.
