Legal Counsel (Investment Funds and Trustees)

Company Overview

We are a leading Investor Services group providing end-to-end services in administration, accounting, reporting, regulatory, and compliance for the investment sector worldwide. Employing over 6,500 people across 24 jurisdictions, we manage assets exceeding US$857 billion and partner with 13 of the world’s top-15 private equity firms. Our operations are distinguished by a commitment to ESG, advanced technology, and a people-centric approach, driven by our purpose: to power people and possibilities.

Job Description

Responsibilities (How we will measure success)

• This role can be structured as either full-time or part-time (3 days per week).
• Apply legal expertise to manage legal work and associated risks across the business.
• Provide timely, sound, and practical legal advice to senior management and business teams.
• Act as a key member of the IQ-EQ business in Australia and New Zealand, collaborating with global legal teams across various regions (US, UK, Ireland & Crown Dependencies, Continental Europe).
• Collaborate with the wider group legal team on global initiatives and best practice sharing.
• Report to Senior Legal Counsel, APAC, with a secondary reporting line to the Australian Managing Director.

Tasks (Day-to-day activities)

• Review, negotiate, and draft commercial contracts, including fund or loan administration agreements, trust services agreements, and employment agreements.
• Identify, monitor, research, and resolve issues related to commercial contracts, liaising with internal stakeholders, clients, and law firms.
• Manage and handle potential legal disputes.
• Oversee corporate secretarial and governance matters, including preparing Board papers and coordinating Board meetings.
• Manage the legal integration of AMAL with IQ EQ, including developing agreement templates, data privacy policies, inter-company outsourcing, and vendor engagement.
• Support the Company Secretary in fulfilling statutory, regulatory, and corporate governance obligations, providing legal advice, assisting with board/committee documentation, and liaising with external advisors and regulators.
• Establish the legal team’s structure and processes, including filings and databases.

Key Competencies

• Relevant legal skills and experience.
• Planning, alignment, and productivity.
• Resilience.
• Conflict management.
• Effective communication.
• Team building.
• Accountability.
• Work process optimization.
• Complexity management.

Key Behaviors

• Accuracy
• Approachability
• Team working
• Attention to detail
• Collaboration
• Relationship building
• Proactivity

Requirements

• Australia qualified lawyer. New Zealand qualification is a plus.
• At least 6 years of post-qualification experience, with strong expertise in fund administration and trust administration.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving abilities, with a proactive, productive, and highly independent approach.
• Responsible and a strong team player.

Additional Information Required in Resume

• Current and Expected Salary
• Reason(s) for leaving
• Notice Period/Availability to commence work

Our Commitment to Sustainability and Inclusion

Sustainability is integral to our strategy, focusing on long-term relationships and reduced environmental impact. We are committed to continuous improvement and fostering an inclusive, equitable, and diverse culture. Our learning and development programs support career growth, and our hybrid working model promotes balance and flexibility. We empower our global workforce and are dedicated to supporting women in leadership. Client success is paramount, and we are emotionally invested in their achievements.