Legal Counsel
Wilshire
Investment Management
Santa Monica, CA - USA
Senior Specialist / Project Manager
Hybrid
Experteer Overview
In this role you will provide in-house legal support for the asset management business, focusing on corporate, fund-related, and regulatory matters. You will partner with business, compliance, and operations teams to enable product development, fund structuring, and global distribution. You will advise on investor negotiations, cross-border marketing, and key legal considerations, helping balance risk with growth. This is a hands-on role in a growth-focused firm with a collaborative, practical culture.
Compensation / Benefits
- comprehensive benefits package
- generous PTO
- 401(k) match
- medical/dental/vision insurance
- professional membership reimbursement
- hybrid work model
Responsibilities
- Provide legal advice on corporate, regulatory, and fund-related matters with a focus on private funds and alternative strategies
- Draft, review, and negotiate fund offering documents, investment management agreements, limited partnership agreements, side letters, and vendor/service provider agreements
- Advise on investor negotiations, including co-investment arrangements and strategic partnerships
- Advise on U.S. and cross-border marketing and distribution issues relating to private funds and other investment products
- Collaborate with compliance, structuring, sales, finance, and operations teams to execute business initiatives
- Help navigate ERISA, tax, data privacy, and regulatory requirements
- Work closely with external counsel to develop internal capabilities
Key requirements
- Juris Doctor (JD) degree and admission to practice in at least one U.S. jurisdiction
- 3+ years’ relevant legal experience with exposure to corporate law and private funds
- Strong understanding of securities laws, investment fund structures, and asset management regulatory frameworks
- Bonus points for familiarity with ERISA, tax, data privacy, or cross-border sales/marketing
- Excellent drafting, negotiation, and analytical skills
- Effective organizational skills and ability to manage multiple priorities
- Practical, business-oriented problem-solving approach
- Collaborative, client-focused communication with both legal and non-legal colleagues
Description
In this role you will provide in-house legal support for the asset management business, focusing on corporate, fund-related, and regulatory …
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