Legal Analyst

Role Overview

Key Responsibilities

• Draft, analyze, review, and negotiate agreements and amendments, including software licenses, SaaS and cloud agreements, vendor agreements, NDAs, and services agreements.
• Maintain agreement records, amendment tagging, and schedules in online document repositories.
• Respond to legal subpoenas, IRS summonses, DOJ and grand jury subpoenas, restraining notices, letters of inquiry, and garnishment notices.
• Update retail and ETF fund disclosure documents and file post-effective registration statement amendments.
• Prepare interval fund tender offer forms, board memos, and resolutions.
• Research historic fund trades and holdings for class action and bankruptcy recovery filings.
• Gather and disclose portfolio manager fund holdings and assets.
• Build board books, agendas, and post-board materials.
• Prepare institutional private fund disclosures and review sub-advised fund registration statements.
• Assist derivatives legal work involving ISDA amendments, account control agreements, FX spot letters, and information updates.
• Review compliance policies for legal and regulatory gaps or risks.

Experience and Academic Requirements

• Degree in Legal.
• 1–3 years of legal work experience, preferably with an investment advisor or mutual fund group in a legal or regulatory environment.
• Understanding of technology contract practices and standards is preferred.
• Corporate governance experience and training is a plus.
• Working knowledge of back-office operations and securities laws or regulations is a plus.

Skills and Attributes

• Good written and verbal communication, interpersonal, analytical, and attention-to-detail skills.
• Team player able to work flexible hours.
• Proficiency in Microsoft Office applications.

Work Timing

• Expected working hours are 12:30 pm to 9:30 pm IST, subject to process requirements.

Workplace Model

• Work in the designated office at least three days per week and outside an Invesco office two days per week, subject to manager scheduling.

Benefits

• Benefits include annual leave, insurance coverage, retirement planning, medical insurance, parental leave, study support, employee stock purchase plan, and career development programs.