Apply on Employer Site

Scissero · 20 hours ago

Head of Fund Formation

United States

Full-time

Hybrid

Lead/Staff, Director/Executive

5+ years exp

Scissero is an AI-enhanced legal services company focused on transforming transactional law for financial institutions. They are seeking a seasoned fund formation lawyer to lead their global fund formation efforts, overseeing fund structure and compliance while driving innovation and operational excellence within the team.

AnalyticsArtificial Intelligence (AI)LegalMachine LearningSoftware

Responsibilities

Define and Drive Strategy: Own the vision and execution strategy for the practice group, ensuring alignment with Scissero’s product roadmap and financial targets

Commercial Partnership: Act as the senior advisor and primary point of escalation for client stakeholders (including portfolio sponsors, fund counsel, and executive teams) on compliance strategy, risk mitigation, and operational excellence

Scale and Innovation: Design the frameworks, playbooks, and organizational structures required to efficiently scale the practice group, maximizing leverage of Scissero’s proprietary legal technology and global operational hubs

Team Leadership: Recruit, mentor, and manage direct reports (including dedicated associates and operational support staff), fostering a data-driven culture of continuous improvement, accountability, and client focus

Transaction Management: Oversee all fund setup activities, including the preparation and review of Limited Partnership Agreements (LPAs), Private Placement Memoranda (PPMs), subscription agreements, transfer agreements and side letters

Investor Qualification: Provide expert oversight to ensure proper investor qualification, including compliance with US securities laws (e.g., Accredited Investor and Qualified Purchaser status under Regulation D)

Certification Authority: Issue and deliver final compliance certificates to fund counsel, formally certifying investor eligibility and legal adherence

Stakeholder Liaison: Act as the critical nexus between the client’s legal teams, sponsors, investors, and Scissero’s execution teams to resolve complex legal or operational issues

Final Certification: Manage the end-to-end structure chart audit certification process, review existing materials, supervise data gathering and drafting, and certify the final outputs for the client’s corporate, fund, and portfolio entities

Audit Readiness: Ensure all underlying documentation and charted entities maintain a defensible, audit-ready compliance trail, meeting both internal and external fiduciary standards

Cross-Functional Interface: Interface seamlessly with client legal teams, accountants, and fiduciary service providers to validate and ensure the accuracy of all charted legal entities

Digital Transformation: Lead the implementation of legal workflow automation and standardized process design across all fund formation and structure chart deliverables

Operational Excellence: Re-engineer existing practice work flows to eliminate friction, reduce risk, and position the practice in line with Scissero’s other, cutting-edge, tech-enabled practice groups

Data Integrity: Establish and enforce rigorous document management, naming, version control, and data capture protocols to ensure the integrity of client legal data for audits and regulatory checks (AML/KYC)

Reporting & Analytics: Implement and maintain robust dashboards, trackers, and analytical reporting that provide key performance indicators (KPIs) and actionable insights on project pipeline, velocity, and compliance status for both internal and client executive teams

Qualification

Fund formation expertiseInvestment fund structuringLegal document managementLegal operations experienceTechnical acumenLeadership skillsAccountabilityExecutive presenceResults-orientedStrategic thinking

Required

J.D. or Equivalent Legal Qualification from an accredited institution

5+ years of relevant experience in private fund formation, investment management, or financial services legal documentation, ideally at a major law firm or large financial institution

Deep Subject Matter Expertise: Strong, demonstrable knowledge of fund structures (including feeder funds), LPAs, transfer agreements and US investor qualification requirements (e.g., Securities Act, Regulation D)

Operational Mindset: Proven experience in legal operations, legal technology, or process improvement roles, demonstrating the ability to move beyond legal practice to scalable process design

Technical Acumen: Proficiency in legal document management/DMS systems, workflow automation tools, and advanced data analytics/Excel

Leadership and Change Management: Demonstrated success in leading teams, managing complex projects with executive visibility, and driving adoption of new technology and processes

Results-Oriented: Relentlessly focused on tangible outcomes, delivery timelines, and measurable quality standards

Strategic & Practical: Able to balance complex technical legal accuracy with commercial practicality and efficiency

Accountability: Confident decision-maker, proactive problem-solver, and primary owner of compliance risk for the service line

Executive Presence: Exceptional communication skills with the ability to articulate strategy and manage expectations with C-suite and senior client stakeholders