IMG Knowledge Management and Innovation Specialist

At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.

Haynes and Boone is one of the largest law firms in Dallas, and it continues to grow. In 2023, Haynes and Boone moved its headquarters to a new 27-story office tower in the Harwood District of uptown Dallas. Lawyers in our Dallas office serve all the firm’s practice and industry areas – including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. Our Dallas lawyers are widely recognized in their practice areas in publications such as The Best Lawyers in America directory (Woodward/White, Inc.) and the Chambers USA legal directory (Chambers & Partners). This office attracts high-energy, technically proficient people who enjoy working in a collegial environment. We are committed to having a diverse workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.

Essential Duties

Provide Dedicated Investment Management Training:

• Maintain a curriculum for training on fund formation and investment management concepts for all new investment management associates. Topics include creating streamlined checklists; fund formations, including drafting offering documents; regulatory considerations; preparing regulatory filings; side letters; seed arrangements; practice tips on how to delegate tasks to paralegals and staff attorneys; and providing client service.

Investment Management Form Maintenance & Resources:

• Maintain (i) deal sheets and (ii) spreadsheet of deal terms. Prepare and maintain master spreadsheet of various offering document provisions (e.g., risk factors; carried interest; management fees) and management level document provisions (e.g., tags, drags, calls, vesting). Develop and maintain internal guides on common key negotiated terms in PPMs and LPAs. Identify which ones are market/common, manager vs. investor friendly, and deal specific/complicated concepts.

• Work with BT Marketing Group to track our group’s fund launches and key features that an attorney would want to know when looking for precedent. Categorize by client, structure, investment strategy, opposing counsel, currencies, jurisdictions, etc. to allow for easy sort/filter.

• Update and maintain the group’s form library for management level entities; hedge funds; private equity funds; and venture capital funds.

• Work collaboratively across the firm to develop and maintain form policies for investment managers (e.g., privacy policy, insider trading policy, anti-money laundering policy, etc.) that can be tailored to an investment manager’s particular business.

Legal Market Research & Developments:

• Research market standards with respect to competitors’ fees/pricing, client education and client events, and other elements of competitors’ investment management practices.

Regulatory Developments:

• Monitor and research all investment management rule proposals and legal changes; maintain tracker of proposals, impact and status; ensure that forms are promptly updated to reflect any final rules. Prepare client alerts and monthly IM newsletter. Stay up to date on other firm publications and alerts and industry news and assist with our group's writing and speaking efforts.

Prepare Client Guides for New Fund Managers:

• Prepare a high-level checklist summary of items that new managers need with respect to a launch and ongoing offering and management obligations.

Prepare Summary of Key Terms for Funds and Management Entities:

• Prepare a high-level checklist of key terms to be shared with managers to consider when forming a fund and the management entities.

Technology Innovation and Incorporate technology to improve efficiency:

• Maintain awareness of legal technology market across the industry and tools utilized by other practices groups to evaluate for applicability to, or usefulness for, our section.

• Using automation systems to quickly generate closing checklists, signature pages and closing binders. Immediately following closing, utilize technology to be able to send client a link to a completed, easy to use, closing binder. Ensure that our firm is meeting client expectations by keeping a list of all client-internal requirements.

• Assist in creating a database of closing binders to allow attorneys to mine information. Prepare consistent naming conventions and protocols, so that attorneys can quickly search deals for specific terms.

Qualifications

Knowledge/Experience

• 9+ years of experience in an investment management/private funds practice

• Interested in maintaining both strong drafting skills and a significant regulatory practice

• Attentive to detail and highly organized

• Capable of ensuring integrity of data and document management

• Interested in working within the intersection of practicing law and technology

Education

• BA, BS or equivalent undergraduate degree

• Juris doctor degree

Physical Demands:

Must be able to move around the office up to 15% of the time to make copies, fax, file, etc. Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.) on a regular basis. Occasionally required to move documents or files weighing up to 15 lbs. This position must be able to inspect and observe information on a computer screen at least 80% of the time.