About the Role

Key Responsibilities

• In collaboration with investment professionals, lead the legal process for fund and co-investment opportunities, including analysis of LPAs, PPMs, subscription materials, and related documentation, with adaptations based on the specific structure of the investing CZI entity and its goals.
• Draft legal issue summaries and advise the investment team on implications based on entity type and applicable regulations. In rendering this advice, you will collaborate with our in-house attorneys who specialize in tax exempt law.
• Partner with investment professionals and external counsel to negotiate terms, including terms that pertain to CZI’s legal exposure and tax-exempt profile.
• Draft and negotiate tailored side letters that address the unique legal requirements of taxable and tax-exempt organizations.
• Coordinate with tax advisors and legal counsel to incorporate tax considerations and ensure regulatory compliance across entity types, including compliance with the disclosure requirements under securities laws.
• Serve as a legal resource during the negotiation of NDAs, IMAs, subscription agreements, and AML/KYC materials to help ensure compliance with applicable legal and regulatory standards. 
• Manage post-investment obligations including MFN rights, amendments, and consents across investment vehicles.
• Monitor legal, tax, and policy developments relevant to philanthropic, tax-exempt, and taxable entities.
• Create and maintain internal documentation to reflect recurring issues and preferred terms across CZI’s varied investment structures.

Qualifications

• 6+ years of legal experience in fund and asset management, with a focus on hedge funds and private equity.
• Strong preference for law firm experience. Additional experience working in-house is a plus. 
• Expertise should include investor-side review and negotiation of fund agreements—including limited partnership agreements, separately managed accounts, and co-investment vehicles—as well as key supporting documents such as NDAs and other administrative agreements.
• Extensive experience and expertise in investor-side review and negotiation of fund agreements, including across varied legal structures.
• Familiarity with compliance and regulatory issues for taxable and tax-exempt and mission-driven investors (e.g., EBH, UBTI, self-dealing).
• Familiarity with applicable securities law filings.
• Exceptional academic background and demonstrated excellence in legal writing, analytical thinking, and communication.
• Strong desire to join a mission-driven, philanthropic culture.
• Proven ability to navigate complex internal and external stakeholder environments with professionalism and efficiency.
• Strong relationship-building skills and a commitment to high-quality, mission-aligned client service.
• Uncompromising integrity, discretion, and collaborative approach in a fast-paced setting.
• JD required and active membership in the California state bar (or willingness to relocate to the SF Bay Area and sit for the California state bar). 

Apply Here