As Head of Fund Formation, you will oversee all aspects of fund and entity formation, structuring and charting. You will drive standardization across the group’s offerings, ensuring all legal documentation aligns with regulatory and investor expectations, while ensuring maximum integrity and efficiency across the entire lifecycle of fund and feeder fund offerings. As part of the practice, you will also review and certify fund structures for audit purposes for global clients.

Role Type: Employee or Contractor

Key Responsibilities

Strategy and Leadership:

• 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.

Fund Formation Oversight & Regulatory Compliance

• 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.

Operational Excellence & Reporting

• 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.

Legal Technology & Process Engineering

• 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.

Required Skills and Experience:

• 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.

Personal Attributes

• 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.

Why Join Us?

• Gain valuable experience at the forefront of AI-enhanced legal services.
• Work with a diverse and innovative global client base, including leading financial institutions.
• Opportunity for professional growth and development in a tech-enabled environment.
• Join a dynamic, enthusiastic, and diverse team committed to collaboration and excellence.
• Learn from experienced professionals across multiple disciplines and jurisdictions.

Global Benefits

• Hybrid and remote working options, with the ability to request to work from other countries (upon request)
• Paid Sick Leave: 7 days per year to recover or care for family.
• Confidential Support: Employee Assistance Programme (EAP) offering mental health and wellbeing support.
• Professional Development: 7 days per year of paid study leave annually for exams and structured learning.
• Annual Bonus: Discretionary and performance-based.
• Generous Paid Time Off: 25 days annual leave, plus public holidays.

At Scissero, you’ll be part of a scale-up blending law and technology to create meaningful impact. If you’re excited about redefining the future of legal services with AI, apply now to join our team.

Inclusivity

At Scissero, we value diversity in all its forms and believe that varied perspectives make us stronger. We welcome applications from candidates of all backgrounds, identities, and experiences and are committed to creating an inclusive environment where everyone can thrive.