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I'm a representative of a credit opportunity investment firm, and we need an attorney with expertise in Securities law to assist us in setting up a small ($1MM) managed account. Primarily, we need your assistance with: - SEC Compliance: Ensuring that all aspects of our managed account setup meet SEC's regulations and standards. - Drafting and Reviewing Documentation: We need your legal expertise to draft and review our Investment Management Agreement. Ideal candidates should have a strong background in securities law, particularly with respect to managed accounts. Prior experience with SEC compliance is critical. Please provide a portfolio of your relevant experience. The expected duration for this project is short-term, around 1-3 months.
Project ID: 38876125
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Active 1 yr ago
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9 freelancers are bidding on average $6,889 USD for this job

With over 1370 successfully completed legal projects, including a range of experience specific to SEC regulations and compliance which I believe is paramount for your managed account setup, I am confident that I'm the attorney you're looking for. My in-depth understanding of securities law and managed accounts have prepared me to navigate the complexities of ensuring every aspect of your setup complies with SEC's standards. In addition, my track record of working closely with credit opportunity investment firms has provided me valuable insights into the unique nuances that such industry entails. My career isn't just limited to fulfilling legal requirements on paper - my goal is to actively seek out the best solutions for my clients. I have consistently supported clients on matters such as document drafting, reviewing and compliance, which aligns perfectly with your project requirements. Not only can I confidently draft and review your Investment Management Agreement, but I can also ensure this important document perfectly reflects your intents and purposes while being fully compliant with all relevant laws and regulations. When you choose me for this project, you are not only hiring a legal professional; you are also gaining a dedicated advocate who will champion your cause throughout the process. My commitment to delivering top-tier work within specified deadlines is unmatched.
$7,500 USD in 30 days
8.8
8.8

Hello. I am Attorney Umar. I provide online legal help to pro se litigants. Please see the beautiful reviews for me at https://www.freelancer.com/u/lawyerghazalli I am an expert draftsman and legal researcher. I write all legal letters, conduct legal research and draft all court documents and forms in highly skilled legal language backed by authentic legal research. I incorporate case laws where needed. My experience is spread over 18 years. I am sure you will be delighted with the level of my work. Regards.
$7,500 USD in 1 day
7.9
7.9

With my broad experience as an Attorney, specializing in Contracts, Legal Research, and Legal Writing for the past years, I am confident in my ability to provide excellent legal services for your managed account set-up. I have a comprehensive understanding of securities law and am well-versed in SEC regulations and compliance measures, which will prove invaluable in addressing your specific needs. In addition to my experience with legal documentation drafting, I'm particularly familiar with Investment Management Agreements, which puts me in an excellent position to deliver the tailored document you require. Moreover, I am proactive and diligent when it comes to conducting thorough research on any new or changing demands in the legal realm. That being said, you can trust that my work is always meticulous and up-to-date with regards to the latest regulations. Finally, I understand the significance of time in your project. Rest assured that I'll prioritize your project and ensure prompt and expedient completion. Working collaboratively over 1-3 months would be a valuable opportunity for me to pour all my knowledge into ensuring your firm's smooth compliance with SEC regulations. I strongly believe that employing my skills for your managed account setup will not just meet but transcend your expectations. Let's connect and start building a robust managed account together!
$5,000 USD in 7 days
6.3
6.3

Hi, With over a decade of diverse legal experience under my belt, including managing numerous securities law matters, I am confident that I can be the legal partner that your firm needs for this managed account setup. My experience spans draftings such as Investment Management Agreements and a deep understanding of SEC compliance, which is paramount for your project. I have reviewed different types of agreements and have an eye for detail when it comes to resolving regulatory challenges. As the founder and CEO of my own legal consultancy firm, I have always prioritized client satisfaction by delivering meticulous and timely work. My comprehensive skill set includes ensuring adherence to laws and regulations covering various aspects of businesses like yours. By entrusting me with this project, you'll be leveraging the vast experience I've garnered from successfully navigating through various legal assignments. Overall, my unique combination of skills, broad understanding of Securities Law, regulatory compliance experience, and focus on client satisfaction makes me an ideal candidate for your short-term project. Let's team up to establish an SEC-compliant managed account that will set your firm up for sustainable success.
$10,000 USD in 2 days
5.6
5.6

Greetings! I'm a professional in providing high quality account setup managing service. I am a top-rated freelancer with about 15 years of experience, having served about 700 satisfied clients. Please message me to check my portfolio. Thanks, Revival
$5,000 USD in 30 days
3.4
3.4

United States
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Member since Apr 4, 2018
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