Job Location: MN – Minneapolis
Summary
We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.
At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
This position is responsible for providing legal expertise in support of senior counsel and investment teams, focusing primarily on Private Debt, Private Equity and Real Estate Equity transactions in a fast-paced environment. The position may also assist legal and business teams addressing restructurings or distressed credits. In addition, this position will provide a range of other legal analysis regarding one or more areas of law such as corporate, insurance, securities, broker-dealer, investment company and investment advisory law. This is a critical role in delivering well-rounded, concise counsel and support that balances business goals with the legal risks associated with current and anticipated business activities.
Job Description
Job Responsibilities and Duties
- Provide legal support to senior counsel on Thrivent’s General Account investments, including private debt and private equity investments (equity and mezzanine co-investments and fund investments).
- Manage various aspects of transactions, including reviewing and negotiating documentation (such as subscription agreements, side letters, fund agreements, note purchase agreements, confidentiality agreements, etc.), closings, amendments and waivers, restructurings and workouts, corporate actions, and similar.
- Engage and oversee outside counsel; serve as liaison between outside counsel and the business teams.
- Provide legal guidance on securities matters, Investment Company Act issues, and various other regulatory or portfolio compliance matters, including providing legal oversight of certain policies related to the private investment team, such as information barrier procedures and documentation.
- Work independently on significant and time-sensitive matters.
- Build and maintain effective and collaborative internal and external working relationships with in-house colleagues, outside experts and various teams of investment professionals, including by providing timely, thoughtful recommendations that take into account both the legal and the business necessities of a given transaction
- Maintain external industry relationships and continued development of expertise in this practice area.
Required Qualifications
- Juris Doctorate, member of any United States bar association.
- 3+ years of relevant, high-quality legal experience.
- Subject matter expertise in one or more relevant areas of regulation and law (private equity, mergers & acquisitions, corporate transactional, capital markets, investment funds, securities & derivatives, securities laws related to investments, bankruptcy and restructuring, private placements) and financial regulatory experience (insurance and/or securities preferred, but not required).
Preferred Qualifications
- Ideal candidate will (a) have worked in a law firm environment and worked on matters related to private investments, particularly representing sponsors in the formation of funds or other clients in private equity-related matters, and (b) be familiar with securities laws related to such investments. Experience with equity co-investments and private equity fund investments from an investor’s perspective is a plus.
- Willingness to learn new subject matters and support the senior legal team in this quick-moving, often-evolving work.
Other Critical Factors
- Ability to analyze complex legal issues. Ability to develop creative business solutions that enable all parties to achieve their business goals.
- Demonstrated ability to work independently but collaboratively with other attorneys and internal business partners across multiple business lines.
- Ability to influence and engage others – work effectively with and earn confidence of senior attorneys and senior management.
- Ability to learn, master and teach new issues to business leaders and colleagues.
- Strong communication and interpersonal skills.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
https://thrivent.wd5.myworkdayjobs.com/External/job/MN—Minneapolis/Counsel—Investments_REQ-21676
