Fund Formations Support Lawyer

Job summary

Prepare Canadian fund offering documents and legal memoranda on registration requirements and exemptions. Support partnership formation, regulatory filings, review of investor agreements, client intake, and maintenance of fund precedents.

Job details

About Davies Davies is a top-tier Canadian law firm focused on high-stakes matters. With offices in Montréal, Toronto and New York, we are consistently at the centre of the most challenging deals and cases in Canada and abroad. A position at Davies is more than just a job. When you join the firm, you will be welcomed by a team that places as much emphasis on supporting its people as it does on serving its prestigious clients. As such, we have created a collaborative environment where team members of all backgrounds feel appreciated and are encouraged to share their ideas while working alongside some of the brightest legal and business professionals who are eager to share their knowledge and experience. Position Overview We are seeking a lawyer to support the Fund Formations practice in our Toronto office. The successful candidate is one who thrives on responsibility, takes pride in producing client-ready work and enjoys working in a team-oriented and collaborative environment. This is an existing vacancy. Primary Responsibilities Prepare Canadian wrappers and subscription agreement supplements for private placements of foreign funds Prepare legal advice memoranda regarding the applicability of provincial dealer, adviser and investment fund manager registration rules, extra-provincial registration requirements and related matters Work with clerks to form Ontario limited partnerships and complete extra-provincial registrations and file offering memoranda, notices of reliance on exemptions and reports of exempt trade Assist with the review of LPAs and side letters for institutional investors Assist with client intake and maintenance of a database of fund precedents Skills, Knowledge and Experience A basic understanding of the provincial registration rules and exemptions Strong attention to detail Excellent client service skills Proven communication and project management skills A basic understanding of market terms for closed-end funds would be an asset To Apply Submit your application, in complete confidence, through Apply-Now, where you can also review our Privacy Acknowledgment and Consent Policy. Your application should include your resume, cover letter and academic transcripts, combined into one PDF rather than uploaded as separate files. Please quote reference number Law-1026 when submitting. We thank all applicants for their interest; however, only those selected for further consideration will be contacted. Davies may utilize artificial intelligence (AI) as part of our application screening process, including in reviewing applications to help identify candidates whose skills and experience align with the requirements of the role. Davies is committed to providing a diverse, inclusive and accessible workplace for candidates and firm members with disabilities. Please let us know of any accommodations you may require at any time during the recruitment process.

What you’ll do

Prepare Canadian fund offering documents and legal memoranda on registration requirements and exemptions. Support partnership formation, regulatory filings, review of investor agreements, client intake, and maintenance of fund precedents.

Requirements

Candidates should have a basic understanding of provincial registration rules and exemptions, strong attention to detail, and excellent client service, communication, and project management skills. Familiarity with market terms for closed-end funds is an asset.

Listed skills

• Customer service · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Provincial Registration Rules
• Registration Exemptions
• Fund Formation
• Private Placements
• Legal Memoranda
• Limited Partnership Formation
• Extra-Provincial Registrations
• Offering Memoranda
• Exempt Trade Reporting
• Limited Partnership Agreements
• Side Letter Review
• Client Intake
• Precedent Database Maintenance
• Attention To Detail
• Client Service
• Communication And Project Management

Job areas

• Legal

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