Legal Associate

TIFF Advisory Services, Inc.

Location: Radnor, PA

Hybrid: Typically in office Mondays-Wednesdays and remote work Thursdays and Fridays

Firm: 65-person firm managing approximately $7 billion for about 500 US non-profits

Compensation: Competitive compensation, incentive and benefits package

Culture: Mission-driven, cross-disciplinary, intellectually rigorous organization

Reports to: General Counsel

Organizational Overview

TIFF is an outsourced chief investment officer (OCIO), focused on delivering investment and operational excellence to nonprofit organizations. TIFF was founded in 1991 by a network of foundations and is a mission-driven organization primarily dedicated to delivering investment solutions to foundations, endowments, and other charitable institutions. More information about TIFF’s mission, credo, and investment philiosophy can be found at www.tiff.org.

TIFF is seeking an experienced legal professional to join our 4-person legal/compliance team reporting directly to the general counsel to work on matters for an SEC-registered adviser and the registered and private investment funds it advises.

What You’ll Do--Responsibilities (include, but are not limited to):

• Investment Management and Advisers Act Support: Assist general counsel with contracts, NDAs, memos, blue sky matters, corporate and state filings, and other legal issues related to support of a registered investment adviser that advises registered mutual funds, hedge funds, private equity funds, and other pooled investment vehicles.

• Board Material Preparation: Prepare and review board and committee meeting materials and minutes for registered investment advisers and registered mutual funds, ensuring organization, attention to detail, flexibility, accuracy, clarity, and adherence to regulatory requirements.

• Legal Research: Stay up-to-date with relevant laws, regulations, and industry best practices pertaining to investment management. Undertake review of select legal and compliance regulations to ensure adherence.

• AML Review: Oversee all Anti-Money Laundering requests and matters for our clients and funds; support the AML officer and the firm’s AML program.

• Mutual Fund Support: Oversee legal matters for registered mutual fund including registration statement update, proxies, supplements, annual contract reviews, annual questionnaires, annual and semi-annual reporting, and other EDGAR-required filings. Coordinate with third-party administrators and other providers. Update and prepare all attendant private fund documentation including fund launches, private placement memorandum updates and completing subscription documents.

• Office of Corporate Secretary Support: Draft and review standard legal agreements, NDA, contracts, and other legal documents, renew lines of credit, oversee corporate state filings and related matters.

• Legal/Compliance Assistance: Assist with compliance efforts, including the development and implementation of new regulatory requirements.

• Project Management: Organize and manage legal projects efficiently to meet deadlines and deliver exceptional results.

Qualifications/Skills:

• Attention to Detail across multiple projects and responsibilities

• Organizational Skills with ability to organize and manage multiple projects and tasks efficiently, ensuring timely completion with strong attention to detail

• Analytical Thinking to assess legal requirements and ensure compliance and adherence to regulation and processes

• Written and verbal communication skills to interact with clients and colleagues effectively

• Team Player who works with multiple internal departments, board members, service providers, and clients

• Adaptability and Flexibility to adapt to changing priorities, legal landscapes and client needs to manage and prioritize competing priorities to meet deliverables in a timely fashion

• Independent with the ability to work independently with minimal supervision while taking initiative and performing duties

• Ethics to match our credo of respect, honesty, and the highest levels of integrity and confidentiality

What You Need (Requirements)

• Bachelor's degree required paralegal degree/certification or equivalent experience

• 3-5+ years of investment management and investment advisers regulatory/compliance experience; compliance experience a plus

• Proficient with Microsoft Office (including Excel), PowerPoint, and Adobe Acrobat Reader, with acumen to learn internal systems

• Knowledge of Investment Advisers Act and Investment Company Act

• Knowledge of FINRA regulations re: investment companies and private funds

• Experience with regulatory filing requirements (SEC/IARD, FINRA, NFA) and filing mechanics

Supervisory Responsibility

None

Work Environment

This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers/scanners.

Physical Demands

This is largely a sedentary role; however, some lifting is required. This would require the ability to lift up to 10 pounds and bend or stand as necessary.

Travel

Occasional travel may be required, but is not a significant part of the role.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Why Join TIFF?

An Opportunity to Thrive

We passionately believe in doing good, for the greater good; it’s the reason TIFF was founded. And we believe that all individuals deserve the opportunity to be part of an inclusive environment where they can thrive.

TIFF strives to promote and preserve a diverse, equitable, and inclusive culture that has a lasting impact on our staff, as well as our business partners and members. Through our unique differences, knowledge, and experiences, each TIFF staffer makes significant contributions to our firm’s culture and, ultimately, our success.

We provide:

• Competitive salary with bonus opportunity

• Up to 23 days of Paid Time Off PLUS up to 12 Paid holidays each year

• Comprehensive health insurance coverage

• Dental and vision coverage

• Short and long-term disability coverage

• Life insurance

• Paid time off for volunteer service

TIFF is an Equal Opportunity Employer - Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

To apply please email mlandsmann@tiff.org or visit www.tiff.org.