83 Investment Funds jobs in the United States

Job Description

Investment Funds Associate Attorney –| $250–$70k| Charlotte, NC, Atlanta, GA (Hybrid)

A top-tier law firm is seeking an Investment Funds Associate with 3-6 years of experience to join its expanding Charlotte office. This role offers the opportunity to work directly with a dynamic, multi-disciplinary team representing a wide range of investment vehicles and fund strategies.

What You’ll Do:

• Advise private equity funds, hedge funds, venture capital funds, real estate funds, hybrid funds, and other alternative investment vehicles.

• Handle fund formation, structuring, compliance, and ongoing management.

• Work with clients employing innovative strategies, including BDCs, interval funds, and closed-end funds.

• Participate in direct client contact and contribute to business development initiatives.

What We’re Looking For:
3–6 years of investment management and fund formation experience

Licensed and in good standing with the Georgia or North Carolina state bar
Strong academic credentials and top-notch communication skills
Entrepreneurial mindset with the ability to manage client relationships
Team player who thrives in a collaborative, fast-paced environment

Compensation & Benefits:
Competitive salary $250– 370k
Comprehensive benefits package
Professional development, mentorship, and client-facing opportunities

Let’s chat about where you want to grow.

Reach out to Devney for a friendly, no-pressure conversation.
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The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds accounting team. Our primary goal is to provide exceptional accounting and administration servicing for our clients' assigned hedge and private equity funds. As a Fund Accountant, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds.

• Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources. You will perform timely reconciliations regarding Net Asset Values and provide accounting reports. You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages
• As the record keeper for the fund, you will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations
• You will correspond with external investment managers regarding day-to-day fund inquiries including fee payments, cash position breaks, and reconciliations. Client engagement and a dedication to quality service is a must for success
• Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career

• BA / BS in Accounting, Finance, Economics, Mathematics or equivalent work experience
• Internship experience preferred
• Intermediate skills in Microsoft Excel
• The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality
• Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls
• Strong customer service skills as you will be communicating daily with internal clients and your clients

• A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments
• Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them
• Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment
• Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 16 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

Job Overview:
A leading law firm is seeking a talented and motivated associate attorney to join its Washington, D.C. office within the Investment Funds Regulatory practice group. This role provides an opportunity to engage with sophisticated fund sponsors on regulatory and compliance matters, fundraising support, SEC filings, and enforcement proceedings. The position is well-suited for an attorney with 13 years of focused experience in investment funds regulatory work, particularly under the Investment Advisers Act of 1940.

Location:

Washington, D.C.

Duties:

Advise investment fund sponsors on regulatory compliance and disclosure obligations

Review offering materials and fund governing documents

Prepare and file required documents with the SEC

Counsel clients in connection with SEC examinations and enforcement proceedings

Interpret and apply securities regulations including the Investment Advisers Act of 1940

Provide legal support on fundraising transactions and fund formation

Requirements:

13 years of experience in investment funds-related regulatory matters at a law firm

Hands-on experience with SEC filings, compliance issues, and fund documentation

Demonstrated ability to work effectively with sophisticated clients and high-value matters

Admitted to practice law in the District of Columbia

Education:

Juris Doctor (JD) from an accredited U.S. law school

Certifications:

Active bar membership in Washington, D.C.

Skills:

Strong knowledge of the Investment Advisers Act of 1940

Familiarity with the Investment Company Act of 1940 and Securities Act of 1933 (preferred)

Excellent legal research, analytical, and writing skills

Strong communication skills and attention to detail

Ability to manage multiple complex matters simultaneously

Client service orientation and collaborative mindset

Full suite of health, wellness, and financial benefits (details to be shared during the hiring process)

Supportive, high-performance work environment focused on professional development

Access to high-profile clients and market-leading regulatory work

Company info

BCG Attorney Search
1629 K ST NW, Suite 300
Washington
District of Columbia
United States 20006
Phone : (
Fax : (

A premier law firm is seeking a junior-level associate to join its Investment Funds Regulatory practice in Chicago. This role offers the opportunity to engage in a wide variety of regulatory work related to private fund sponsors, including fund formation, SEC compliance, and enforcement matters. The ideal candidate will have a strong foundation in investment funds regulation and a working knowledge of core securities laws applicable to fund managers.

Chicago, IL

Advise fund sponsors on compliance with the Investment Advisers Act of 1940 and other securities laws

Review and provide guidance on fund offering materials and governing documents

Assist with regulatory filings, including Form ADV and other SEC submissions

Support clients through SEC examinations and enforcement actions

Counsel on regulatory implications of fundraising, transactions, and ongoing fund operations

Stay current with evolving regulatory developments affecting private fund managers

13 years of experience in investment funds regulatory work at a law firm

Significant familiarity with the Investment Advisers Act of 1940

Exposure to the Investment Company Act of 1940 and Securities Act of 1933 (preferred)

Prior experience with SEC filings and compliance programs

Admission to the Illinois Bar required

Juris Doctor (J.D.) from an accredited U.S. law school

Active membership in the Illinois Bar or eligibility for prompt admission

Strong knowledge of U.S. securities and investment funds regulatory frameworks

Excellent legal research and writing skills

Attention to detail and the ability to manage multiple client matters efficiently

Proactive and solutions-oriented approach to regulatory counseling

Comprehensive benefits package for attorneys and professional staff

Compensation aligned with experience and internal pay equity structures

Company info

BCG Attorney Search
200 South Wacker Drive, 31st Floor
Chicago
Illinois
United States 60606
Phone : (
Fax : (

Company name
BCG Attorney Search

Experience
2-8 yrs required

Location
Washington, DC, United States

Posted on
Jun 10, 2025

Valid Through
Jul 10, 2025

Profile

Job Overview:
A prestigious law firm is seeking an experienced Investment Funds Associate to join its Secondaries Investment Funds team. This position involves handling a broad range of secondary investment transactions, providing legal support for private equity secondaries deals, fund formations, and secondary market transactions. The role requires strong legal expertise in private equity and secondaries, with the ability to manage complex matters in a fast-paced environment.

Location:

Washington, D.C.

Duties:

Advise on secondary investment transactions and private equity secondaries deals.

Provide legal support for fund formations and secondary market transactions.

Draft and negotiate fund-related agreements and transaction documents.

Ensure compliance with regulatory frameworks governing private equity and secondary transactions.

Work closely with senior legal professionals to navigate intricate fund-related matters.

Requirements:

Minimum of three years of experience in investment funds, secondaries, or private equity transactions.

Strong background in fund formations and secondary market deals.

Ability to manage complex transactions in a fast-paced environment.

General corporate experience is beneficial.

Education:

Juris Doctor (J.D.) from an accredited law school.

Certifications:

Active bar membership in at least one U.S. jurisdiction.

Skills:

Strong legal research, drafting, and negotiation abilities.

Ability to analyze complex investment structures and regulatory considerations.

Excellent communication and problem-solving skills.

Detail-oriented with strong organizational skills.

Ability to work collaboratively with a high-performing legal team.

Competitive compensation package.

Comprehensive health, dental, and vision insurance.

Professional development and mentorship opportunities.

Exposure to high-profile clients and complex investment transactions.

Dynamic and growth-oriented work environment.

Company info

BCG Attorney Search
1629 K ST NW, Suite 300
Washington
District of Columbia
United States 20006
Phone : (
Fax : (

Company name
BCG Attorney Search

Experience
1-7 yrs required

Posted on
Jun 27, 2025

Valid Through
Jul 27, 2025

Profile

A law firm seeks a transactional tax associate to join its Investment Funds group in San Francisco, CA. The ideal candidate will have 2-4 years of experience in transactional tax, focusing on fund formation, Section 892 investors, real estate, investment fund secondary transactions, regulated investment companies, income tax treaties, and cross-border transactions.

• Advise on transactional tax matters related to fund formation and investment funds.
• Engage in cross-border transactions and income tax treaty analysis.
• Collaborate with team members to provide comprehensive tax solutions.
• Communicate effectively with clients and colleagues.

• 2-4 years of relevant transactional tax experience.
• Experience with fund formation, Section 892 investors, and real estate transactions.
• AmLaw 100 firm experience preferred.

• Juris Doctor (JD) degree.

• Admitted to practice in the jurisdiction of application.

• Excellent written and verbal communication abilities.
• Strong analytical and problem-solving skills.
• Attention to detail and good business judgment.
• Ability to work collaboratively and independently.

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (
Fax : (

Note: The subsequent paragraphs contain irrelevant information about other roles and company details that are not related to the job posting and should be removed for clarity.

Company: BCG Attorney Search

Experience: 1-7 years required

Location: New York City, NY, United States

Posted on: Jun 27, 2025

Valid Through: Jul 27, 2025

A law firm seeks a Transactional Tax Associate to join its Investment Funds Group in New York, NY. The ideal candidate will have 2-4 years of experience in transactional tax, focusing on fund formation, Section 892 investors, real estate, investment fund secondary transactions, regulated investment companies, income tax treaties, and cross-border transactions.

• Communicate effectively with clients, lawyers, and business professionals.
• Produce timely and accurate deliverables.
• Meet deadlines and perform work duties as required.
• Foster positive work relationships.
• Comply with firm policies and practices.
• Engage in physical and sedentary activities as needed.
• Manage competing demands in a fast-paced environment.

• 2-4 years of relevant transactional tax experience.
• Experience with fund formation, Section 892 investors, and cross-border transactions.
• AmLaw 100 firm experience preferred.

• Juris Doctor (JD)

• Admitted to practice in the jurisdiction of application.

• Excellent written and verbal communication abilities.
• Strong analytical and problem-solving skills.
• Attention to detail and good business judgment.
• Organizational skills and ability to work collaboratively and independently.
• Persuasive communication and management skills.

Note: The mention of medical, dental, and vision insurance appears misplaced within skills and has been omitted for clarity.

Company name
BCG Attorney Search

Experience
1-7 yrs required

Location
Austin, TX, United States

Posted on
Jun 27, 2025

Valid Through
Jul 27, 2025

Profile

A law firm seeks a transactional tax associate to join its Investment Funds group in Austin, TX. The ideal candidate will have 2-4 years of experience in transactional tax, focusing on fund formation, Section 892 investors, real estate, investment fund secondary transactions, regulated investment companies, income tax treaties, and cross-border transactions.

• Communicate effectively with clients, lawyers, and business professionals.
• Produce timely and accurate deliverables.
• Meet deadlines and perform required work duties.
• Foster positive work relationships.
• Comply with firm policies and practices.
• Engage in both physical and sedentary activities as needed.
• Manage competing demands in a fast-paced environment.

• 2-4 years of relevant transactional tax experience.
• Experience with fund formation, Section 892 investors, and cross-border transactions.
• AmLaw 100 firm experience preferred.

• Juris Doctor (JD)

• Admitted to practice in the jurisdiction of application.

• Excellent written and verbal communication abilities.
• Strong analytical and problem-solving skills.
• Attention to detail and good business judgment.
• Organizational skills and ability to work collaboratively and independently.
• Persuasive communication and management skills.
• Medical, dental, and vision insurance.

Company info

BCG Attorney Search
10777 Westheimer, Suite 1100
Houston
Texas
United States 77042
Phone : (
Fax : (

Join to apply for the Fund Accountant, Alternative Investment Funds (Hybrid) role at SEI

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Join to apply for the Fund Accountant, Alternative Investment Funds (Hybrid) role at SEI

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The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds accounting team. Our primary goal is to provide exceptional accounting and administration servicing for our clients assigned hedge and private equity funds. As a Fund Accountant, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds.

What you will do:

• Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources. You will perform timely reconciliations regarding Net Asset Values and provide accounting reports. You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages
• As the record keeper for the fund, you will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations
• You will correspond with external investment managers regarding day-to-day fund inquiries including fee payments, cash position breaks, and reconciliations. Client engagement and a dedication to quality service is a must for success
• We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career
  
  

• BA / BS in Accounting, Finance, Economics, Mathematics or equivalent work experience
• Internship experience preferred
• Intermediate skills in Microsoft Excel
• The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality
• Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls
• Strong customer service skills as you will be communicating daily with internal clients and your clients
  
  

• A drive to broaden ones knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments
• Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them
• Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment
• Curiosity, critical thinking and attention to detail: Whether its to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Accounting/Auditing and Finance

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