{"id":341046,"url":"https://alion.io/job/allocate-fund-formation-attorney","title":"Corporate Counsel","company":{"id":6897,"name":"Allocate","domain":"allocate.com","url":"https://alion.io/company/allocate","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"A","score":93,"open_postings":10,"ghost_share":0,"stale_share":0.1,"repost_share":0,"time_to_fill_p50_days":77,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Legal","role_family":"Legal","seniority":"middle","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":["New York, United States","Palo Alto, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":180000,"max":210000,"currency":"USD","period":"year","gross":null,"usd_annual":210000},"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"closed","first_seen_at":"2026-07-03T15:53:02Z","employer_posted_date":"2026-07-03","last_verified_at":"2026-11-03T15:18:01Z","board_verified":false,"closed_at":"2026-11-03T15:18:01Z","days_open":122,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":122},"description":"Job Responsibilities\nAs a member of Allocate’s legal team, you will play a dynamic and vital role in supporting Allocate’s long-term growth. You will be responsible for providing comprehensive assistance with fund formation, onboarding, fund filings, regulatory compliance, as well as corporate governance matters, and other legal activities. You will also be an active participant in the development and success of Allocate’s technology products. The successful candidate should possess a strong understanding of private fund concepts, along with excellent organizational and communication skills.\nResponsibilities include (but would not be limited to):\nAdvising on a broad range of legal and regulatory matters related to the formation, distribution/marketing, and operation of private funds and separate account products. This includes preparing and negotiating private placement memoranda, partnership agreements, side letters, placement agreements, investment management agreements, and other fund-related documents.\n\nSupporting the company’s investment activities by reviewing, drafting, and managing engagement letters and other investment-related agreements.\n\nSupporting client and relationship teams on investor onboarding and investor inquiries.\n\nMonitoring and ensuring compliance with relevant laws, regulations, and industry standards for registered advisers and private investment funds. Assisting with regulatory filings, including Form ADV, Form PF, and Form D, and coordinating responses to regulatory inquiries.\n\nHandling corporate and entity matters, including forming and maintaining fund vehicles, general partner and management entities; supporting corporate governance, entity management, and maintenance of organizational records; and assisting with the company’s own corporate and commercial matters.\n\nDrafting, negotiating, and managing various legal documents, including transaction documents, carry program documents, client agreements, vendor contracts, and NDAs, ensuring they are current and compliant.\n\nBuilding and maintaining strong working relationships with key business partners, including external counsel, clients, and internal teams, to effectively support Allocate’s business initiatives.\n\nActively contributing to the development of Allocate’s investment and technology products and initiatives.\n\nQualifications\nAt least 4 years of experience at a major law firm or in-house legal department working on private funds; experience with open-ended and closed-ended funds a plus.\n\nJuris Doctor degree from an accredited law school and at least one active bar membership/license to practice law in any state.\n\nStrong understanding of the asset management industry and private funds, with detailed knowledge of the securities laws and regulations most relevant to private fund advisers-principally the Investment Advisers Act; the Securities Act and Regulation D (including Rule 506(b)/(c) and the accredited-investor and qualified-purchaser standards); and the Investment Company Act exclusions relied on by private funds (Sections 3(c)(1) and 3(c)(7)). Familiarity with blue-sky/Form D filings and the broker-dealer/FINRA framework is a plus.\n\nExcellent written and verbal communication skills, with the ability to interact professionally with clients and team members.\n\nWillingness to be very hands-on and proactive in offering solutions; comfortable with technology.\n\nStrong organizational skills with the capability to manage multiple tasks and meet deadlines effectively, while maintaining keen attention to detail and accuracy in all work product.\n\nEssential Values & Culture\nProviding our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications, is a top-tier client experience.\nChallenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.\n\nCommitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.\n\nMeritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.\n\nCivil Discourse is embraced: We believe open, intellectually curious conversations are required to arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.\n\nAdditional Details\nReporting to: Senior Counsel\n\nLocation: SF Bay Area, NYC, CT, or Boston preferred; all U.S. candidates will be considered. Hybrid for SF Bay Area and NY offices.\n\nSalary Range: It is expected that the base annual salary range for this position in the locations listed above will be $180,000 - $210,000. Actual salary will be determined based on the candidate’s experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data. Total compensation may also include equity and discretionary performance-based bonus based on factors such as individual and team performance.\n\nBenefits: Medical, dental, vision, responsible time off (RTO), 401k\n\nEmployment: Full-time\n\nThis role will be subject to Allocate’s Code of Ethics and related compliance obligations.","description_format":"text","description_chars":5551,"description_truncated":false,"requirements":{"experience_years_min":4,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Equity"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"},{"name":"New York","iso":null,"kind":"city"},{"name":"Palo Alto","iso":null,"kind":"city"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-05T18:04:49Z"},{"event":"close","at":"2026-11-03T15:18:01Z"}],"visa":[],"liveness":null,"pay":{"stated_usd_annual":210000,"is_top_pay":true},"html_url":"https://alion.io/job/allocate-fund-formation-attorney","json_url":"https://alion.io/job/allocate-fund-formation-attorney.json","meta":{"generated_at":"2026-11-13T19:31:39Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":38928,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":6897},"rest":"https://alion.io/mcp/rest/get_company?id=6897"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fallocate-fund-formation-attorney"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fallocate-fund-formation-attorney"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fallocate-fund-formation-attorney"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/allocate-fund-formation-attorney\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fallocate-fund-formation-attorney"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":341046}},{"tool":"search_jobs","arguments":{"company":"allocate.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":341046},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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