Reporting to the Assistant General Counsel, Corporate Transactions, this Senior Counsel role supports the Company’s Investments group by providing end-to-end strategic guidance and legal support for a wide range of investment transactions. These transactions include private fund investments, direct investments, managed accounts across asset classes as well as derivatives transactions and pension plan investments. The Senior Counsel will also play a critical role in supporting the Company’s M&A activity. This position requires a collaborative mindset, with focus on solutions and the ability to build constructive relationships with senior management and across Company stakeholders. This position will be instrumental in managing risks and maintaining strong legal standards within the growing FM Investments portfolio.
Schedule & Location:
This is a full-time office-based position in Boston, MA.
Occasional overnight travel to other corporate locations in the US is required based on business needs.
Responsibilities
- Lead the legal structuring, drafting, and negotiation of complex investment transactions, including participation in debt facilities and ISDA agreements.
- Provide end-to-end legal support across the investment lifecycle, including initial execution of agreements and amendments.
- Provide legal support for the full cycle of M&A transactions.
- Partner closely with investment professionals to support underwriting, portfolio construction, and ongoing monitoring, with a focus on practical risk assessment and efficient execution.
- Serve as a trusted legal and business advisor to internal stakeholders across legal, risk, compliance, investments, and senior management.
- Manage relationships with external counsel and lead negotiations through complex or non-standard issues.
- Monitor legal, regulatory, and market developments affecting complex credit and capital structures and advise on implications.
- Contribute to the development and refinement of legal best practices to enhance risk management, consistency, and transaction efficiency.
- Deep experience structuring and negotiating private fund investments, direct investments and managed accounts across asset classes, pension and other portfolios.
- Strong knowledge of derivative products and experience drafting, reviewing and negotiating ISDA (International Swaps and Derivatives Association) agreements.
- Experience supporting M&A transactions (term sheet through integration).
- Strong judgment and the ability to balance legal risk with commercial objectives in a long-term investment context.
- Collaborative style with the credibility and presence to operate as a senior advisor to experienced investment professionals and management. Ability to represent the Company with high credibility.
- 10 years of experience
JD and admission in good standing to a U.S. jurisdiction.
Highly Required Work Experience
Significant experience in a leading law firm and/or sophisticated investment or financial services organization.
Required Skills
- Excellent verbal and written communication skills
- Excellent business acumen and strategic thinking
- Excellent interpersonal skills and ability to coordinate activities with team members and other stakeholders
- Strong work ethic, time management skills and a positive attitude
- Excellent ability to multitask and change priorities with effective results
- Proven ability to demonstrate analytical thinking and nuanced decision making on complex problems
- Excellent problem-solving, conflict resolution, and decision-making skills
- Strong leadership skills to effectively engage with senior leaders across functions and departments
- Demonstrated track record of judgment and effective influence
About the company
Company website•Legal Services
The Oregon Chapter of the Association of Corporate Counsel promotes the common professional and business interests of in-house counsel who work for corporations, associations, and other organizations through information, education, networking, and advocacy.
The Oregon Chapter serves nearly 300 members throughout the state of Oregon. While the majority of our members live and work in the greater Portland metropolitan area, we also have members in Bend, Corvallis, Eugene, Grants Pass and Medford.
Our members represent companies and organizations such as Act-On Software, Adidas America, Advantage Professional Management, Cambia Health Solutions, Central City Concern, Columbia Sportswear, D & M Holdings, Daimler Trucks, DiscoverOrg, Dutch Bros. Coffee, Eid Passport, ESCO, ESI, Hewlett Packard, Intel, Jive Software, Lattice Semiconductor, Les Schwab Tire Centers, Mentor Graphics, NIKE, Northwest Evaluation Association, Northwest Natural, Opal Labs, Oracle America, Portland General Electric, Precision Castparts, Schnitzer Steel, Smarsh, Standard Insurance, Tektronix, Tripwire, Umpqua Bank, Vestas American Wind Technology, Vigor Industrial and Xerox.
Our chapter hosts programs for CLE credit covering topics such as intellectual property, sales & marketing, data collection and ethics issues in addition to hosting social and networking opportunities throughout the year.