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Job Description
About Portfolio Advisors, LLC
Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike.
In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $80 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT.
About the job
Portfolio Advisors is seeking an attorney with three to six years of corporate/private funds experience to join its legal team.
The successful candidate is expected to handle:
- Fund formation and other ongoing fund related matters for the firm’s various private equity funds.
- Drafting and negotiating investment advisory agreements with advisory and separately managed account clients.
- Matters related to the firm’s registered fund.
- Miscellaneous legal matters relating to the firm, including its foreign offices and queries regarding marketing in foreign jurisdictions.
- Corporate and record keeping matters and update templates and trackers.
- Corresponding with outside counsel and internal business teams on the above matters
Responsibilities include:
- Drafting Limited Partnership Agreements, Private Placement Memorandums, GP Agreements, Investment Management Agreements, Subscription Agreements
- Drafting and negotiating side letters with investors
- Drafting, reviewing and negotiating placement agent agreements, administration agreements, consulting agreements and other service provider/vendor agreements
Qualifications:
- Graduate from a reputable law school having passed the Bar Exam in at least 1 state
- 3- 6 years of experience at a reputable law firm and/or in-house, preferably in the private equity group
- Familiarity with private equity documents
- Extremely detail oriented and organized
- Able to multi-task and meet strict deadlines, self-starter, self-motivated
- MS Word, MS Excel, MS Outlook and Adobe proficiency is required.
Portfolio Advisors is an Equal Opportunity Employer.
Portfolio Advisors does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of Portfolio Advisors and no fee will be paid.
